The Firm is dedicated to helping our clients navigate through today’s complex financial conditions. Capitalizing on over 90 years of professional experience, The Firm solves simple to sophisticated financial problems. We interpret financial complexities. Our hands on business approach enables clients to delegate projects to The Firm knowing they will be handled efficiently, expediently and cost effectively. Our forensic services are often utilized by professionals in other disciplines.

The Firm's clients include both business entities and individuals. Our business network and professional affiliations run deep. We have contacts with industry leaders including investment bankers, portfolio managers, lawyers and leadership development professionals. We refer their services to clients as needed and requested.

The Firm has cumulatively saved our clients over $95,000,000. The savings have resulted from Federal and state tax matters, business transactions and contracts, company structuring, forensic audits, tax audits and investment related issues.

The Firm is completely independent; we do not receive compensation or commission from any third party.