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Services Include:
Typically, the Tax & Accounting Services Groups share mutual clients, and often work closely to develop a plan and provide comprehensive services that address the long-range financial, operational and tax consequences of managing a business or one's personal wealth. Serving in this capacity, members of the accounting and tax groups offer a complete range of consultative services. The firm brings this expertise to bear in managing its client relationships. Members offer guidance on matters related to financing, mergers, acquisitions and dispositions, tax and estate planning, and employee and executive benefit planning. ACCOUNTING & BUSINESS ADVISORY SERVICES Serving in a business advisory capacity, team members offer suggestions to help privately held companies and not-for-profit organizations operate more efficiently and cost-effectively. With a special sensitivity to controlling costs, they introduce methods of managing cash flow and operating expenses to enhance productivity and produce results that impact the bottom line.BANKING RELATIONSHIPS
EMPLOYEE & EXECUTIVE BENEFIT PLANNING
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