Our clients in the finance and insurance industry rely on our expertise to provide the following services:

Our finance and insurance clients include investment corporations utilized to invest in stocks, bonds, mutual funds and other investment alternatives, insurance brokerages and mortgage brokerages.

  • Compilation, review or audit of financial statements
  • Corporate income tax filings
  • Bookkeeping
  • Evaluation of tax structure alternatives
  • Corporate and personal tax planning
  • Corporate finance transactions


Industry Experts: Howard Bergman and David Yabrov