Within a small range of industries, we provide highly specialized services, one of which is financial services. Here, we zero in on management firms and the investment instruments they use. We have been providing a comprehensive suite of accounting and tax services to hedge fund, money manager, private equity, and other investment firm principals and their firms for the past fifteen years. The ramifications of some problems in the banking sector are something we are ready to handle.

Our Financial Services include:

• Assurance and Advisory, Reviews, and Compilations
• Carried Interests
• Family Office
• Federal and State Tax Compliance and Consulting
• Financial Reporting
• Qualified Small Business Stock (QSBS)
• Traders in Securities
• Transaction Due Diligence and Structuring
• Wealth Management