Services Provided through Strategic Relationships

Offering a robust line of products to meet your personal and business needs

Services provided through strategic relationships

magnifying glass over report
  • Attest—Audit, Review & Compilation
  • Sophisticated wealth planning & tax-efficient investment management
  • Bookkeeping
  • Research & Development Tax Credit
  • 45L Energy Efficient Home Credit
  • 179D Energy Efficient Commercial Building Deduction
  • Cost Segregation
  • 174 R&E Expenses & Amotization