Services

Expertise you need

Executive Partner provides the best services with more care and support

Comprehensive Tax Planing

We take a personalized approach that starts with listening. We provide a comprehensive review of your financial and tax status to create a personal plan for you to keep more of wealth for the benefit of your family and the next generation.

Starting with an effective tax plan will allow us to guide you changing financial world with tax regulations that change and evolve with each political administration on the state, federal and international level.

You need a partner who addresses the short-term needs without losing sight of the long-term goals.

Business Services

As an entrepreneur, you have an idea, which you have crafted into a vision. Now, you need structure, logistics, people to make it a reality.

We provide the back office that every business needs from start-up logistics to finance and accounting support, information systems and regulatory compliance.

We provide all the services that allow you to focus on your core strength, your vision or have peace of mind while you enjoy what you have built.

Financial Reporting and Compliance

We provide a full range of financial reporting capabilities to keep the banks, partners and investors happy, as well as, completing any tax compliance needs for the business or individuals.

Financial Reporting and Compliance provides interim financial reports, manages the year-end audit process, updates forecast models, and prepares required tax returns at the state and federal level.

Specialized Engagements

Business Succession or Exit Strategies
Pre-Merger Due Diligence
Post-Merger Implementation
Accounting System Implementations and training
RFP Support
Foreign risk assessments

If you have needs or questions in these areas or any other need not addressed above,
please complete our contact us form to set up an appointment.

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