Our professionals provide audit and assurance, tax, consulting and commercial lender services to clients locally, regionally and across the nation.
Our audit and assurance services identify opportunities to improve accounting information systems, tighten financial control, and, ultimately, enable management to obtain the most accurate information for making strategic decisions.
Our firm is a leader in tax compliance and sophisticated tax planning strategies. The scope of our tax practice goes far beyond routine tax return preparation for businesses, individuals and trusts.
Our consulting professionals have substantial experience and are committed to providing clients with valuable information to help them make the best business planning decisions. Among our list of services is a strong emphasis on litigation and claims services, valuation services, and business process optimization.
Our professionals perform field examinations for new and existing loans for various regional and national financial institutions. We can provide the quick turnaround required by lenders while providing a thorough and impartial analysis of asset quality.
Our technology professionals can help with technology consulting and networking solutions. This group brings technical and accounting expertise to every engagement and has worked in a variety of industries.
We utilize a niche team approach, and organize around our clients' industries. This allows our professionals to develop an in-depth understanding of our clients' businesses. Although our practice is not limited to these industries/specialties, we have certainly developed a level of expertise in these areas.
Our goal is to be a strategic partner for our clients, and to look beyond the numbers in every engagement.
Throughout our history, we have served clients large and small under the same name and with the same level of service.
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The proposed Build Back Better Act (BBBA) is certain to include some significant tax provisions, but much uncertainty remains about their impact. While we wait to see which tax provisions are ultimately included in the BBBA, here are some year-end tax planning strategies to consider.