Our Clients

Understanding You, Your Business and Your Aspirations

We recognize that every client faces different challenges, and a “one-size-fits-all” approach does not work. We are committed to obtaining a thorough understanding of you and your business. This means we need to understand you, your business and its operations so we can provide the advice best suited for you. Knowing and understanding your industry enables us to identify opportunities and provide guidance on relevant tax-related matters, estate and gift planning, strategic business and succession planning, and budgeting.

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Benefit Plans

We understand the DOL’s increased regulation on benefit plan audits, and we appreciate what this means for the administrators of these plans.
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Communications & Media

We guide communications and media companies as their financial, tax, audit and accounting needs evolve as unprecedented changes in the industry continue. Read more

Family Offices

We work directly with the family offices and also find ourselves working with other outside specialists employed by the family, including attorneys. Read more

Financial Institutions

Tapping into our vast experience, we provide financial institutions with strategic advice and recommendations to thrive in these challenging times. Read more

Governmental Entities

Given our long-standing commitment to the governmental sector, we have cultivated a sizable and highly qualified governmental audit staff. Read more

Individuals

We pride ourselves on developing strong, long-term relationships with our clients to help you meet your objectives and adapt as your circumstances change. Read more

Manufacturing

At any stage of the business cycle, we are committed to meeting your immediate needs while always providing a perspective for the future. Read more

Non-Profit Organizations

Since our founding, we have made a thoughtful commitment to serving non-profit organizations. Read more

Privately Held Businesses

We are committed to obtaining a thorough understanding of your investor base in an effort to create the best possible financial solutions. Read more

Professional Services

We will provide the insights you need to make better business decisions for your organization while considering the impact on your financial future. Read more

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