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