What is my business worth? What is the value of my estate? These are common question many business owners and taxpayers are faced with as life events such as death, divorce, and retirement occur. Our firm offers a wide-variety of valuation services to answer these questions and advise you through such life events.
We have credentialed Certified Valuation Analysts (CVA) on staff that are uniquely equipped to place a realistic monetary value on your most valuable assets. We tailor each valuation engagement to the attributes of the particular business interest or asset we value while factoring all internal and external factors. Our experienced staff and commitment to quality will produce valuation reports that are impartial and reliable.
We also are available to provide expert witness testimony and consulting services for your valuation litigation needs. We adhere to the professional standards of the National Association of Certified Valuation Analysts (NACVA) and the American Institute of Certified Public Accountants (AICPA).
Please follow the following links to learn more about our valuation team:
We offer a comprehensive range of accounting services, including audits, bookkeeping, tax preparation and planning, advisory services, and more. Our goal is to meet the diverse financial needs of our clients, and we are committed to providing our clients with the highest level of service.
We aim to serve as your most trusted advisor in all aspects of your accounting and financial needs. Our services are designed to add value as you navigate the many demands of life. We want to lighten your load and provide you with confidence that you have an advocate in your corner. We understand that your time is money, and we want to help you save both.
Our work is time-based and charged by our hourly rates. The complexity and size of your engagement, as well as your specific needs will factor into your final fee.
We can provide you with an initial fee estimate to establish a clear expectation and understanding of our pricing structures and what you can expect. You deserve to have a clear picture of what you’re investing in, and we are committed to making sure you do.
Yes, we offer an initial consultation to discuss your needs and provide an overview of our services. During this consultation, we will also provide an understanding of our fee structure and an initial quote.
You just need to contact us to get started.
Yes, we are currently working with new clients for tax years 2023 and forward.