Financial Services “We peel the onion…”

The firm has significant expertise within the financial services industries, including broker-dealers, lending institutions, investment banking, investment companies and hedge funds. We regularly render the following services for clients within the financial services industry:

  • Accounting & Tax Compliance
  • Tax Consulting
  • Net Capital Requirement Determinations and Related Consulting
  • NASD Audit Support
  • Valuation
  • Mergers, Acquisitions and Restructurings
  • Investment and Financial Planning