• Audit and Assurance Services
• Business Process Improvement
• Executive Search
• Exit Strategies
• Financial Planning
• Information Technology Services
• Operational Reviews
• Portfolio Companies
• Sarbanes-Oxley Consulting
• Strategic Planning

Tax Services
Complex tax environments call for comprehensive solutions that consider both the present and the future. That's what we provide. We look at the big picture, targeting opportunities that will benefit all aspects of your business and scanning the horizon for strategies that will encourage growth.

• State and Local Tax
• International Tax
In this global economy, investors see international markets as a window of opportunity. As you expand internationally, there are many tax implications that you may not have thought of. Our international tax specialists can help you with all of your international needs including; tax planning, transfer pricing compliance, structure and organization, U.S. and foreign tax compliance, expatriate tax returns, international and strategic advice and planning and location selection.
• Cost Segregation Studies
You may have an opportunity to defer the payment of federal and state income taxes, on your recent construction, expansion or renovation project, thus increasing cash flows and increasing the return on your investments. We can help you identify these opportunities by performing a cost segregation study. Our cost segregation process is in-depth and non-intrusive and our specialists use an engineering based approach as specified by the IRS.
• Research and Development Tax Credits
Your portfolio company may be missing opportunities to take R&D credits. There is often a misconception that these credits are available only for developers of 'breakthrough' commercial products. This is simply not the case. Whether or not you have a separate R&D department, chances are your company regularly engages in R&D activities. Our professionals can perform an R&D tax credit study to generate the maximum benefits available for your company along with providing the proper supporting documentation.
• Enterprise Zone Tax Credits
The California Trade and Commerce Agency designates specific economically depressed areas as enterprise zones. These zones are created to help stimulate development and hiring in these areas by providing special state tax incentives to businesses that operate within an enterprise zone. A business operating within an enterprise zone does not need to qualify or receive prior approval to take advantage of these special incentives. Our professionals can determine if you qualify for these credits and can assist you with your tax credit planning and filing needs.