Our professionals have developed dedicated resources that focus on the audit, tax, and business advisory needs of private, medium-sized organizations and their owners. We build relationships with clients and add value to their organization. Whether we're helping an innovator grow their business or a management team enter new markets, we can add our knowledge and experience of the business, industry, and geography to any specific circumstance.

Our Services Include:
Middle Market Public Companies
Our tax specialists and help with the issues faced by companies in the Middle Market-whether it is helping provide tax resources at peak times, outsourcing tax compliance or the provision process, helping with FIN 48 documentation, or a full service relationship. Our full service tax department has all of the specialists offered by larger companies, at a better value.

Venture Backed and Private Equity Backed Business Planning
Our experts can help you plan for those issues that confront portfolio companies of Venture Funds and Private Equity Funds. The analysis focuses on the tax issues that affect the metrics that matter, helping create ROI. We focus on tax efficient strategies during the growth phase (acquisitions, financing, restructurings) as well as preparing the companies for successful exits, maximizing capital gains potential, and the Funds ROI. We can also help in structuring the proper tax efficient incentives for management.

Family Business Planning
Our complete analysis uses a comprehensive approach, integrating business and owner tax strategies to maximize the building of family wealth, while minimizing risk. Our approach includes a full review of the business, trust and personal structuring of the family business and related assets. The analysis includes succession and exit strategy planning, liquidity planning, estate and gift tax planning, as well as asset protection and pre-and post-nuptial planning strategies.