Resources

We believe that in order to provide the best possible service to our clients, we should limit the scope of our services to those things we specialize in. With over 20 years of experience in the Financial Services Industry, we can say with a high degree of confidence and certainty that we can provide skillful and experienced consulting services to your investment business.

When it comes to Compliance, Tax, or Payroll, we work with a team of experts that we have assembled over a period of years in order to assist us on an as-needed basis. Some clients already have an existing relationship with a CPA for their business tax filings, and some already work with an outside payroll vendor to navigate through periodic filings with various agencies such as the Department of Revenue, the Employment Security Commission, and the IRS. We are happy to work with your existing relationships to ensure comfort and continuity, or will recommend a "best fit" to you from our team based upon your specific needs and geographic location.

Although not an ongoing part of the services that we offer, we can also make recommendations to you for assistance with Information Technology Issues.