Services​

Our depth of service has developed with our clients' needs in mind. Our goal is to see you succeed in meeting and exceeding your financial goals.
Services Overview

Accounting

Ancillary Tax Reporting
Bookkeeping
Financial Statement Compilations
Financial Statement Preparations
Trust and Probate

Client Accounting Services (CAS)

Accounting Software Training
Bookkeeping
Business Management
Family Office
Financial Reporting
Outsourced CFO

Assurance & Advisory

Audit and Assurance Services
Agreed Upon Procedures
ESG Reporting & Consulting
Data Analytics Consulting

KROST Business Intelligence (KBI)

KROST Fund Admin Solutions

Mergers & Acquisitions

Buy-Side M&A
Non-Transactional Services M&A
Raising Capital M&A
Sell-Side M&A

Tax

Business Tax Services
Estate & Gift, Trust, & Probate
Individual Tax Services
International Tax Services
Non-Profit Planning & Compliance
State & Local Tax
Tax Controversy & Legal Support

Tax Specialty Services

ERC

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Wealth Management

Industries Served >

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