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Business, Accounting, Tax & Legal Advisory Services


Provider of multi-disciplinary business, accounting, tax and legal advisory services to domestic & international businesses, start-ups, and entrepreneurs.  
Services include:  U.S. federal, state, & international tax planning & compliance; business formations and dissolutions; tax controversy services; accounting services; legal advisory & structuring services; M&A services; LLC, partnerships, and strategic alliances planning; seed capital and venture capital raises; outsourced part-time / as-needed CFO & GC
services; and corporate governance / board of directors membership



Accounting, Preparations, & Reporting

U.S. Federal, State, & International Tax Law


Tax Controversy and Representation


Tax Planning, Modeling & Compliance


International Tax Planning, Modeling, & Compliance


Legal Advisory Services & Structuring Services


Legal Entity Consulting, Formation, & Structuring


Outsourced Part-Time Executive / CFO / GC Services

Corporate Governance & Board Membership Services


M&A / Buying & Selling Businesses / Due Diligence 

Customers / Industries


Asset Management, Banking & Investment Funds

Entrepreneurs, Start-Ups, & Closely-Held Companies

Middle-Market Companies with International Operations

Insurance Companies & Captives


Doctors/MDs, their Practices/Employment, & Planning


Health Care Companies & Other Health Care Providers


Venture Capital, Private Equity, and Securities Offerors


Wood Products & Materials Importers 


CPA Firms & Other Professional Services Firms


Buyers / Sellers of Businesses

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