Services
What we do.
Eight service lines, each led by partners who know your industry.
Tax Planning & Compliance
Lowering your tax bill starts with planning throughout the year, not only at filing time.
- Business and individual income tax returns
- Partnership and S corporation returns
- Estate, gift and trust returns
- Entity selection and structuring
- New York pass-through entity tax (PTET) elections
- Qualified business income (Section 199A) planning
- Tax credits and incentives
- Quarterly projections and estimates
State & Local Tax
Clients with operations, property or partners in several states need returns and planning that hold up in each one.
- Multi-state income and franchise tax
- Nexus reviews
- Apportionment and allocation
- Nonresident partner withholding and composite returns
- New York State and City residency audits
- Sales and use tax
Tax Controversy
When a notice or audit letter arrives, we represent you and handle the tax authority directly.
- IRS examinations and appeals
- New York State and City audits
- Responses to notices and assessments
- Penalty abatement requests
- Payment plans and offers in compromise
- Amended returns and voluntary disclosures
Audit, Review & Compilation
Financial statements that lenders, sureties, boards and regulators can rely on.
- Financial statement audits
- Reviews and compilations
- Agreed-upon procedures engagements
- Internal control reviews
- Union financial and compliance audits
Outsourced Accounting & CFO Services
Client accounting services sized to your business, from monthly bookkeeping to a part-time controller or CFO.
- Monthly bookkeeping and reconciliations
- Monthly and quarterly financial statements
- Controller and CFO services
- Budgeting and cash flow forecasts
- Job costing and WIP schedules
- Accounting software selection and setup
- Payroll and sales tax compliance support
- Year-end close and audit preparation
Consulting & Transaction Advisory
Practical advice from people who already know your business and your industry.
- Business succession planning
- Buy-side and sell-side due diligence
- Mergers, acquisitions and reorganizations
- Bonding and surety advisory
- Bank financing and debt restructuring
- Operational reviews
- Benchmarking and overhead analysis
- Strategic planning
Estate & Wealth Planning
Tax-focused planning that works alongside your attorneys, bankers and investment advisors.
- Estate and trust planning
- Multi-generational wealth transfer
- Charitable gifting strategies
- Private foundation compliance
- Retirement and education planning
- Executive compensation planning
- Insurance and risk evaluation
- Family office services
Forensic, Litigation & Valuation
Our Certified Fraud Examiners combine accounting, auditing and investigative skills to analyze financial evidence and present it clearly to attorneys, courts and boards.
- Embezzlement and misuse of funds
- Internal and board investigations
- Business and partnership disputes
- Trust and estate fraud investigations
- Business valuations
- White collar crime
- Disability and insurance claims
- Expert testimony and reports
- Fraud prevention controls and training