Questions? Let's answer them.
Find answers to common questions about our accounting, tax, risk advisory, and business consulting services.
Who do you work with? +
We work with businesses, business owners, executives, families, investors, nonprofits, and other organizations that need accounting, tax, risk advisory, or business consulting support.
Are your services available throughout the United States? +
We support clients across the United States, with service availability depending on the nature and requirements of the engagement.
How do I get started? +
Start by contacting our team. We'll learn about your business, financial objectives, or specific challenge and help determine the appropriate service and next steps.
Can I use more than one service? +
Yes. Many clients benefit from multiple areas of expertise. For example, accounting and tax services may work together with risk advisory or business consulting as your needs evolve.
What accounting services do you provide? +
Our accounting services include traditional accounting, outsourced accounting, financial reporting, QuickBooks consulting, and other accounting support tailored to your organization's needs.
What is outsourced accounting? +
Outsourced accounting allows an organization to rely on an external accounting team for selected or ongoing accounting functions without maintaining the entire capability internally.
Do you provide QuickBooks consulting? +
Yes. QuickBooks consulting can include system setup, configuration, cleanup, reporting, workflow improvements, and guidance on using QuickBooks effectively.
What are Family Office Services? +
Family office services provide financial and administrative support designed to help families manage complex financial activities, reporting, planning, and coordination.
What types of tax services do you provide? +
Our tax services include business tax, individual tax, estate and trust tax, international tax, nonprofit tax, state and local tax, tax resolution and advisory, tax credits and incentives, and transfer pricing services.
Do you provide business tax services? +
Yes. We support businesses with tax preparation, compliance, planning, and advisory needs based on their entity structure, activities, and specific circumstances.
Can you help with individual tax matters? +
Yes. Individual tax services can address tax preparation, planning, and advisory needs for individuals with a variety of financial and tax situations.
Do you provide tax planning throughout the year? +
Yes. Year-round tax planning can help individuals and businesses identify opportunities, prepare for tax obligations, and make more informed financial decisions.
Can you help with complex tax issues? +
Yes. Depending on the circumstances, our tax professionals can assist with tax resolution, advisory matters, credits and incentives, state and local tax considerations, international tax, and other complex tax issues.
What does Risk Advisory include? +
Risk advisory services can help organizations identify, assess, and manage financial, operational, regulatory, technology, cybersecurity, compliance, and other business risks.
Do you provide internal audit services? +
Yes. Internal audit services can help organizations evaluate internal controls, identify areas of risk, and strengthen governance and operational processes.
Can you help with AML and sanctions compliance? +
Yes. We provide advisory support related to anti-money laundering, sanctions, regulatory compliance, and related financial crime risk management requirements.
Do you provide cybersecurity and digital forensics services? +
Yes. Our cybersecurity, digital forensics, and incident response services help organizations prepare for, respond to, and investigate technology and security-related events.
Can you help with data privacy and regulatory compliance? +
Yes. We provide advisory services addressing data privacy, consumer compliance, HIPAA/HITECH requirements, FINRA and SEC compliance, OFAC considerations, and other regulatory requirements.
What business consulting services do you provide? +
Our business consulting services cover transaction advisory, integration and transformation, corporate finance and strategy, digital and AI strategy, digital commerce, business optimization, restructuring, and business continuity.
Can you help with a business transaction? +
Yes. Transaction advisory services can help businesses evaluate, plan, and navigate important transactions while addressing financial, operational, and strategic considerations.
Do you provide digital and AI strategy consulting? +
Yes. Digital and AI strategy services help organizations evaluate opportunities, establish priorities, and develop practical strategies for using technology and artificial intelligence to support business objectives.
Can you help businesses going through restructuring? +
Yes. Restructuring and turnaround services can help organizations evaluate financial and operational challenges, develop recovery strategies, and work toward improved business performance.
Do you provide business continuity services? +
Yes. Business continuity services help organizations prepare for potential disruptions, strengthen resilience, and develop plans for maintaining critical operations.
How is a service engagement structured? +
Engagements are structured around the client's needs, objectives, scope of work, and complexity. After an initial discussion, we'll outline the appropriate services and engagement requirements.
Can services be customized for my organization? +
Yes. We can tailor the scope and approach based on your organization's size, industry, objectives, existing processes, and specific challenges.
How do I request a consultation? +
Contact our team through the website and tell us about your needs. We'll review your request and help determine the appropriate next step.