Services
What we do
Accounting and Audit Services
Outsourced and Co-sourced Accounting
We handle all or part of your company’s accounting functions. This includes simple tasks such as bookkeeping, tax filing, cash flow analysis & management and financial reporting to complex ones like internal control management and evaluation, strategic financial planning & budgeting.
Learn more about our strategic Insourcing Service
Audit, Review and Agreed-upon Procedures
Our assurance services include financial statement audits & review, risk assessments, business performance evaluations, information systems reliability reviews, and healthcare performance assessments.
Tax Services
Tax Preparation & Filing and Tax Planning
Our tax compliance and advisory service team assists individual, business and estate & trust with their tax-related needs to ensure that taxpayers comply with tax laws and regulations while optimizing their tax positions. Our team also provide tax resolution services to address issues with tax authorities such as federal & state tax audits, disputes, or unpaid taxes.
International Tax Service
We also assist individuals and businesses with cross-border tax issues. This includes expatriate tax planning, transfer pricing, tax treaty analysis, and compliance with international tax regulations.
Financial Advisory Services
Mergers & Acquisitions
Our M&A advisory team assist companies with mergers, acquisitions, and other corporate transition. This includes valuation, due diligence, deal structuring and negotiation support to ensure successful transactions.
Wealth Management
We offer comprehensive financial services to high net worth individuals and families including investment management, tax planning, estate planning and other services tailored to the unique needs of individuals and families.
Other Services
System Implementation
Our system implementation services involve the process of installing, configuring, and integrating an ERP and accounting software system to streamline business processes, improve efficiency, and provide real-time data and reporting capabilities.
