OUR Services

Experience in elevating
efficiency & growth

Business Organization & Growth

Business Formation, Management & Advisory

Mergers & Acquisitions

CFO Services

Mortgage Consulting Services

Financial Compliance & Strategy

Financial Statements: Compilations, Reviews, & Audits

Audit and assurance services are provided by L.M. Cohen & Company, LLP.

Forecasts, Projections, & Cash Flow Analyses

Audit and assurance services are provided by L.M. Cohen & Company, LLP.

Working Capital Financing

Accounting, Software & Consulting

Tax Management

Tax Preparation & Compliance

IRS & State Representation

International Tax Planning

Not-for-Profit Organizations

Tax Planning

Closely-Held & Family-Owned Businesses

Trusts & Estates

High Net Worth Individuals

Family Office Services