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ACCOUNTING SERVICES
ADVISORY BUSINESS SERVICES
AUDIT AND ATTEST THROUGH SMART AND ASSOCIATES, LLP
BUSINESS CONSULTING
COMPENSATION AND BENEFITS
TAX SERVICES
• Federal Tax Services
• State and Local Tax Services
• International Tax Services
• Insurance Tax Services
• Middle Market and Private Company Services
• Tax Accounting and Risk
  Advisory Services - FIN 48
• Tax Provision and Sarbanes-
  Oxley Related Services
• Transaction Advisory Services
• Tax Outsourcing and
  Co-Sourcing Services
• Sales and Use Tax Services
• Property Tax Services
• Tax Technology Services
• Family Office Business Services
• Financial Planning
• Bill Paying and Cash Flow
• Tax Planning and Services
• Insurance/Risk Management
• Portfolio Aggregation
• Estate Planning
• Retirement Planning
• Document Management
• Executive Tax Services
• Managing Directors
TRANSACTION ADVISORY SERVICES

The ultimate goal of a successful estate plan is to minimize tax liability and preserve as much of your personal wealth as possible for your heirs and beneficiaries. Ideally, your estate plan will be a dynamic, fluid and flexible document that is revisited often to provide for the inevitable changes that occur. Working in tandem with attorneys experienced in the estate planning field, we will set forth an appropriate plan that adheres to your personal wishes, and will offer a comprehensive array of options to ensure that you and your family are provided for during your lifetimes. Our team can demonstrate ways in which you can lessen your heirs’ tax burdens through a well thought-out estate plan. You will be able to control the distribution of your assets and gain peace of mind for yourself, your spouse and your family.

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