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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

Positioning our clients to maximize their tax advantages is an ongoing process, not a once-a-year event. Therefore, our approach is decidedly proactive, marshaling the full scope of our financial experience and depth of resources to work in concert for the benefit of our clients. Our Family Office team has access to a comprehensive array of specialists in local, state, federal and international tax laws and regulations. Our specialists are backed by technical resources, proven track records, and our personal commitment at the highest levels. Our timely and accurate tax analysis, planning and preparation will help minimize your taxes, maximize your deductions, and illustrate the impact your taxes have on your overall financial goals.

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