SPECIALTY SERVICES

In addition to traditional accounting services, there are times when we are called upon to provide other specialty services. Following is a brief list of some of the main additional services that we provide.

IRS Representation

• Audit representation
• Offers in compromise
• Correspondence and communications
• Private letter rulings
• Innocent spouse

Expert Witness and Litigation Support

• Arbitration support
• Family and marital disputes
• Business/Partnership conflicts
• Expert testimony
• Business valuations
• Forensic accounting

Technology Support

• Accounting software evaluations
• Reducing financial “data silos”
• Customized financial reporting
• Software training
• Tracking financial indicators

Financial Planning

• Needs analysis
• Money management
• Investment planning
• Education planning
• Retirement planning
• Estate planning
• Succession planning

Providing a wide range of services and support allows us to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. This is part of our commitment to assist clients in maximizing wealth.