Areas of Practice

• Advisory
  • Due Diligence
  • Equity Compensation Plans
  • Financial Planning & Analysis
  • Fraud & Forensic Accounting
  • IT Advisory
  • Litigation Support
  • M&A/Transaction Advisory
  • Nonprofit Advisory
  • Public Company Services
  • Retirement Plan Advisory
  • Risk Advisory
  • SPAC Transaction Advisory
  • Strategy & Business Transformation
  • Talent Acquisition
  • Valuation
  • Wealth Management
• Audit & Assurance
  • Bank Field Examinations
  • Employee Benefit Plan Audits
  • Financial Reporting
  • Financial Statement Audits/Reviews
  • Fund Audits
  • RIA Surprise Examinations
  • SOC Reports
  • Technical Accounting Advisory
• Firm Administration
  • Customer Service
  • Executive Administration
  • Finance
  • Human Resources
  • Marketing
  • Operations
• Tax
  • Corporate Tax
  • Individual & Family Tax
  • International Tax
  • Pass-through Entities Tax
  • State & Local Tax