Accounting · Valuation · Litigation Support
From tax preparation for individuals and businesses to forensic accounting and courtroom-ready business valuations, our team brings decades of combined experience to every client engagement. Click any service below to learn more.
Business Valuation
- Buy-sell, shareholder, and partner disputes
- Divorce and marital dissolution valuations
- Estate and gift tax valuations
- AICPA Accredited in Business Valuation (ABV)
Forensic Accounting
- Financial investigations for divorce, commercial, and estate disputes
- Asset identification and tracing
- Court-ready presentations and expert reports
- Expert testimony at deposition and trial
Tax Consulting & Preparation
- Federal and state returns for individuals and businesses
- Estate, trust, partnership, and corporate filings
- Year-round tax and investment planning
- Multi-state and complex compliance
Litigation Support / Consulting
- Cross-examination preparation for attorneys
- Document control, production, and analysis
- Financial exhibits and demonstrative evidence
- Strategic case support from intake to trial
Domestic Litigation
- Over 2,000 divorce cases since 1987
- Marital asset and income tracing
- Equitable distribution analysis
- Testimony at final hearing
Estate Litigation
- Formal accountings for contested estates
- Asset identification and valuation
- Fiduciary investigations
- Trust and beneficiary disputes
Wealth Management Services
- Customized planning through trusted partner
- Portfolio strategy and management
- Wealth transition and legacy planning
- Coordinated with your tax strategy
Bill Pay Services
- Full personal bill pay and bookkeeping
- Statements, reconciliations, and tracking
- Designed for high-net-worth clients
- Discreet, accurate, and on time
