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:

  • Trust Accounting Services
  • Preparation of All Federal, State, and Local Tax Returns
  • Wills and Trust Review and Consulting
  • Gifting Programs and Planning
  • Estate Planning
  • Philanthropy Planning
  • Life Insurance Evaluations and Strategies


Contact us to discuss your tax, accounting, and advisory needs.

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