Consulting

It takes a village to run a business. Our team of more than 80 experts in accounting, tax, and financial services are available to assist in developing strategies for any business- whether you’re a small business that’s new to the game, or a large corporation seeking a more refined strategy. The purpose of our consulting services is to help each and every one of our clients identify potential tax saving strategies and opportunities for increased efficiency and profitability. Our experienced tax and audit professionals will be by your side to navigate through every stage of your business or personal life, every high and low, and every period of growth.

Divorce

Our team is with you all the way, through the good times and the bad times. If you are currently contemplating divorce, our team can help analyze your current financial situation and offer guidance and advice in divorce negotiations, as well as help you determine your post-divorce financial goals.

With a divorce consultation, we'll start by obtaining a thorough inventory of what is owned and owed. We'll prepare an analysis of your income and expenses and discuss your needs, wants, and long-term goals for your money. Our team will work with you to explore the impact of your divorce on your finances and both your short-term and long-term lifestyle, as well as provide insight and literacy to boost your confidence moving forward. We'll be able to relay analyses, projections, and insights to your spouse and the divorce team if needed. Our relationship doesn't end after your divorce is finalized. We'll be by your side for the foreseeable future to assist in ongoing financial support and guidance until you are confident in both your money and your future.

Our team is there to provide an honest, neutral factual analysis of your finances and long-term outlook. We have a keen understanding of property divisions and fair and creative solutions. Above all, our team is committed to sticking with you through all of the highs and lows.

Estate Planning

Our team is readily available to analyze your unique situation and assist you in achieving your financial goals and aspirations, while still minimizing estate taxes.

Every estate planning situation is unique and for that reason, we make it a priority to understand you, your situation, and the nature of your relationships before anything else. We'll hold an open discussion with you and provide recommendations and tools to help your planning be simple, efficient, and worry-free. Our team will be one call away throughout the entire process to answer questions, navigate any change in circumstances, and explore viable alternatives. No matter the circumstance, we will be by your side and make sure you are more than happy with your plan.

Our team can assist you with a variety of estate planning services, such as:

  • Clearly defining your estate planning goals
  • Organizing and creating your estate planning team of experts in law, finance, and tax
  • Evaluating and recommending estate planning options
  • Referring you to a trusted attorney who can prepare or review estate planning documents such as your will, trusts, health care plan, and power of attorney
  • Decreasing the amount of taxes at time of death
  • Draft a working plan for conserving and effectively managing your estate after death
  • Transfer the assets of your estate to heirs in the way you desire
  • Organize a fair and adequate liquidation of estate to cover taxes and other expenses
  • Amend your plan as needed
  • Assisting with any living wills and trusts, lifetime family wealth transfers, family partnerships and other business relationships, donating to charities, and preparing for estate and trust tax problems.

Financial Executive Search

Our reaches extend beyond your normal, day-to-day bookkeeping duties. Our team can skillfully assist you in hiring the best fit for a Chief Financial Officer (CFO) or Controller for your organization.

Having the perfect CFO for your company is paramount, as this person serves as the manager of all financial actions of your company. One careless mistake or misjudgment can bring the rest of your company down without hesitation, and a disaster like this can be hard to come back from, if at all.

From anonymous resume submissions to job descriptions and a thorough analysis of any potential candidates, our team is committed to finding the perfect fit for your organization. We'll even assist with interviews and provide an offsite location for meetings.

Forensic Accounting & Litigation Support

It's estimated that most organizations lose around 5% of their revenue to fraud each year, according to a recent report from the Association of Certified Fraud Examiners. This discovery in itself highlights the need for Certified Fraud Examiners and forensic accountants in your organization.

A forensic accountant is an accounting professional who works to investigate financial fraud within a company. A forensic accountant provides litigation support by means of quantification of damages through accounting practice, financial statement investigation, and auditing. Additionally, one might hire a forensic accountant to further investigate divorce and marital assets, mergers and acquisitions, company audits, contract disputes, insurance claims, embezzlement cases, litigation, and inheritance disputes.

We have previously assisted clients through the assessment of financial merits of a case, responding to interrogatories, assessing the work of other experts, and providing expert testimony at depositions, mediations, arbitrations, and trials. Our litigation support team also has extensive experience both behind the scenes and on the witness stand.

Our litigation support team is retained by leading law firms and their clients to assist with transaction advisory services, fraud investigations, forensic accounting, damages calculations, valuation disputes, and other forms of economic analysis. We'll help you tighten controls and protect your cash flow to prevent future waste and abuse, as well as recommend best practices to implement in your everyday routines to make sure your money is protected for years to come.

Mergers & Acquisitions

Arguably one of the most challenging obstacles for a business owner, mergers and acquisitions can be a difficult task for everyone involved. The goals may seem simple, but each buyer and seller will present different challenges to a fair sale. Additionally, transitions routinely come with a variety of tax-related issues, so it can be critical to have an experienced advisor on hand to dispute those issues and get a deal done fairly and efficiently.

Our team has the experience and resources to make your deal or due diligence as smooth as possible. From family transfers, to large-scale purchases, our personal approach will put your goals and aspirations in the spotlight and our connections will help bring your vision to fruition.

Retirement Planning

Regardless of the stage of life you're in, we are eager to be your trusted financial advisors. Retirement planning is especially important because it establishes a blanket of security and helps to ensure that the ones you love are taken care of too. As your personal accountants, we'll help you plan and navigate any future post-retirement financial needs.

Unfortunately, tax related issues tend to be a big part of any major life moment, retirement included. This may be in part due to the number of moving parts at play during this stage of life, including:

  • Analyzing and understanding which account type is best for saving for retirement
  • Determining how much money you should save up for your retirement
  • Exploring when you should begin receiving your social security benefits
  • Staying mindful of taxable income
  • Reviewing various pension plan options
  • Considering a modified adjusted gross income limit for Medicare purposes
  • Managing a second home or rental property
  • Picking a time and order in which to draw from retirement accounts

Retirement planning can be overwhelming, but our team is committed to making sure that your long-awaited retirement ends up being just as rewarding and stress-free as you always hoped for.

Succession Planning

No one is guaranteed a place in this world, making services such as succession planning evermore important. Succession planning involves determining who is the best fit for running your business, should you ever retire or pass unexpectedly. Succession planning enables for a seamless and smart transition when leadership roles change.

The future of your business depends on a solid, strategy-based, proof-driven succession plan. We're more than happy to be a part of an advisory board with your attorney and other trusted advisors to help you turn your vision into a plan. As your personal accountant, we'll assist in developing a financial plan, calculating tax implications of a business transaction, and advising you on strategies that will reduce or eliminate estate and income taxes.

We help companies and individuals build strong financial foundations capable of withstanding whatever life brings their way.

Without the proper information and perspective, decision making can turn into a big guessing game. We're here to make sure that's not the case!

Industries We Serve

Because of our highly personalized approach, we've come to learn a lot about our clients industries. This extensive and ever-growing knowledge allows us to provide a strong and stable foundation for our clients and move forward with confidence knowing that we're helping them make the most ideal decisions based on their industry. Below are just some of the industries we've served. Please don't hesitate to contact us if you would like to know more about the industries we've worked with.

Manufacturing
Construction & Real Estate
Restaurant & Entertainment
Retail & Wholesale
Non-Profit
Auto Dealership
Farm & Ranch
Oil & Gas
Health Care
210-829-1300