Practice Areas

Entertainment Business Management

A sophisticated range of concierge-style services to meet the lifestyle management needs of America’s most enterprising individuals and their families. Our services include:

Tax Planning and Preparation for Businesses and Individuals
Loan-Out and Personal Service Corporations
Cash Flow Management
Expense Budgeting
Retirement Planning and Compliance
In-house Payroll Processing and Compliance
Tax Audits and Controversies
Profit Participation and Royalty Audits

Family Office Services

When you are accumulating wealth, it’s not just how much you make but how much you keep that matters. We offer comprehensive tax planning to help our clients increase after-tax returns on private wealth. We evaluate all of your financial elements to develop integrated strategies that help you accomplish your goal. We will help you manage the wide array of taxes, accounting and financial matters that can affect your wealth across generations. Our services include:

Preparation of All Federal, State, and Local Tax Returns
Personal and Corporate Financial Statements
Choice of Entity and Formation
Bookkeeping, Payables and Cash Flow Management
Budgeting and Forecasts
Wealth Tracking and Evaluations
Retirement Planning
Executive Compensation and Benefits Planning
Household Employment Payroll Services
Insurance Review and Procurement
Education and Major Expense Planning
Estate and Succession Planning
Debt Management

Closely-Held Business Services

Our services for closely-held businesses and their owners encompass full controllership for tax, accounting and consulting functions. We can serve as the company’s full accounting department on an outsourced basis or work directly with your internal accounting and/or bookkeeping personnel. We customize our services to fit your business structure and industry. These services include:

Financial Statement Audit, Review or Compilation
Retirement Planning and Compliance
Tax Planning and Preparation for Businesses and Individual Owners
Tax Audits and Controversies
Bookkeeping and Cash Management
In-house Payroll Processing and Compliance
Debt Structuring and Procurement
Establishment of Banking and Financing Relationships
Insurance Review and Procurement
Litigation Support Services

Not for Profit Organizations and Private Foundations

In an environment characterized by increased stakeholder demands, heightened public scrutiny and enhanced performance expectations; we help nonprofit organizations meet their requirements. We accomplish this goal by ensuring that their accounting information is accurate, complete and transparent; that their financial reporting complies with all relevant requirements; and that they’re audit-ready. Our services include:

Audit, Review and Compilation of Financial Statements
Tax Preparation and Planning
Cash Flow Management
Development of Budgets and Forecasts
Internal Controls Evaluation and Compliance
Process Improvement and Organizational Development
Board of Directors Strategic Consulting and Governance
Technology Consulting

Accounting and Attest Services

Our multi-disciplinary professionals provide value-added attest and accounting services to a broad range of industries. We provide the support, objectivity and expertise businesses need to succeed today and grow tomorrow. Our services include:

Audit, Review and Compilation of Financial Statements
Agreed Upon Procedures
Assessment of Financial Accounting System Needs and Design and Selection of Financial and Management Reporting Packages
Implementation of Policies, Procedures and Internal Controls
Development of Budgets and Forecasts
Mergers and Acquisitions Consulting
Lease Accounting
Business Valuations

Trust and Estate Administration

We manage all accounting, tax, and financial phases of estate and trust administration, including: