Special Project Services:
Evaluation of a business
Loan applications and negotiations
Divorce consulting and planning
The traditional compliance services, preparing tax returns and auditing financial statements, are an important, integral part of my business. However, in order to ensure that my clients are completely well-served, I go beyond the traditional services and consult with my clients as business advisors, bringing resources and skills to help them grow their businesses. All sides of a business—operations, sales and marketing, management, finance and accounting—must work together in order for it to be truly successful. Some of the specific areas where I can help are: strategic, financial, succession, tax, and estate planning, operations and inventory analysis, mergers and acquisitions, state and local taxes, international business transactions, real estate transactions, technology planning, and the special concerns for high net worth individuals.