Services
The right service starts with the right question.
Nine service lines and a planning tool, one engagement. Start from the situation. Pick what is actually happening in the business, and it routes you to the right partner desk.
The practice · route by situation
Pick the situation: we’ll name the service.
Tax & accounting: the core engagement
Tax Planning & PreparationThe tax bill lands in April, long after the decisions that set it.Quarterly projection, multi-state nexus, and entity structure, with the strategy set before the return.The partner on your call runs the engagement.Accounting & AssuranceThe books run behind, and nobody outside the building trusts the statements.Partner-reviewed accounting plus a full assurance practice: audits, reviews, compilations, and agreed-upon procedures for businesses, nonprofits, schools, and benefit plans.From the monthly close to the audit opinion.Advisory, Estate & TrustAn executor appointment arrives with filing duties nobody explained.Generational transfer, fiduciary tax (1041 · 706 · 709 · PA REV-1500), trust accountings, and succession planning.Coordinated with your attorney and reviewed annually.MVA ConnectThree weeks to close the books, and the reports land stale.Outsourced controllership, monthly close, and integrated cloud accounting stack.Real-time financials, closed in days.The divisions
How the specialty divisions fit together.
Every division runs in-house and hands its findings to the same tax file. Select a division to see what it does, when to bring it in, and which other divisions it works with.
M
Cost Segregation
R&D Tax Credits
IC-DISC Export
Fractional CFO
Construction Takeoff
OBBBA: 100% bonus depreciation permanently restored under §168(k) for property acquired and placed in service after January 19, 2025.
Select a division
When the right service is not obvious, start with a partner consult. We will map the service lines in play and tell you in plain numbers what an MVA engagement is worth this year.
Schedule a strategy call