Our Services

Accounting · Valuation · Litigation Support

From tax preparation for individuals and businesses to forensic accounting and courtroom-ready business valuations, our team brings decades of combined experience to every client engagement. Click any service below to learn more.

Business Valuation

  • Buy-sell, shareholder, and partner disputes
  • Divorce and marital dissolution valuations
  • Estate and gift tax valuations
  • AICPA Accredited in Business Valuation (ABV)
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Forensic Accounting

  • Financial investigations for divorce, commercial, and estate disputes
  • Asset identification and tracing
  • Court-ready presentations and expert reports
  • Expert testimony at deposition and trial
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Tax Consulting & Preparation

  • Federal and state returns for individuals and businesses
  • Estate, trust, partnership, and corporate filings
  • Year-round tax and investment planning
  • Multi-state and complex compliance
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Litigation Support / Consulting

  • Cross-examination preparation for attorneys
  • Document control, production, and analysis
  • Financial exhibits and demonstrative evidence
  • Strategic case support from intake to trial
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Domestic Litigation

  • Over 2,000 divorce cases since 1987
  • Marital asset and income tracing
  • Equitable distribution analysis
  • Testimony at final hearing
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Commercial / Criminal Litigation

  • Partner, shareholder, and lender disputes
  • Damages calculations and lost profits
  • Criminal-claim financial analysis
  • Clear communication to the trier of fact
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Estate Litigation

  • Formal accountings for contested estates
  • Asset identification and valuation
  • Fiduciary investigations
  • Trust and beneficiary disputes
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Wealth Management Services

  • Customized planning through trusted partner
  • Portfolio strategy and management
  • Wealth transition and legacy planning
  • Coordinated with your tax strategy
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Bill Pay Services

  • Full personal bill pay and bookkeeping
  • Statements, reconciliations, and tracking
  • Designed for high-net-worth clients
  • Discreet, accurate, and on time
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Professional Affiliations

National Association of Divorce Professionals — 2022 Member
AICPA Accredited in Business Valuation
AICPA CPA
AICPA Member
Florida Institute of CPAs