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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

Insurance coverage is one of the most flexible assets for any life circumstance. But it may be difficult to assess whether the level of coverage meets the true need. Our team will provide a comprehensive analysis of your unique situation, and offer recommendations as to the best insurance products for you. Acting as independent brokers with access to over 200 quality companies, we provide a range of options and opportunities that will make certain your insurance portfolio is the right mix to satisfy your needs. Additionally, we continually monitor your holdings to ensure that as your needs and life circumstances change, your insurance coverage adjusts accordingly.

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