Financial Services

As a leader in a financial services firm, your daily experience is to face business challenges and regulations head-on.  When you need expert advice and support in the areas of accounting, tax, and broader business issues, we can help you manage your financial risks and achieve success.

Our clients include established and emerging investment companies; investment limited partnerships; hedge funds; family offices; independent broker – dealer firms; and other investment advisors.

Our services include:

  • Financial statement auditing
  • Tax preparation
  • Tax compliance consulting
  • Financial performance measurement
  • Fund and portfolio valuation.
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