HOME
 

Our wish is that our clients will regard our vision to be partners in their success as more than lip service. We strive continuously to expand our understanding and knowledge of each client's business, emphasizing the following services:

Management Consulting Services

·            Business plans

·            Due diligence reviews

·            Transaction planning and business advice

·            Mergers, acquisitions and business sales

·            Business valuations

·            Cash flow analysis

·            Budgeting 

·            Forecasts and projections

·            Feasibility studies

·            Operational and strategic planning

·            Executive compensation planning

·            Business succession planning

·            Mediation services

·            Accounting software installation and instruction

Audit and Accounting Services

·            Audited financial statements

·            Reviews and compilations of financial statements

·            Internal control evaluations

·            Personal financial statements

·            Agreed-upon-procedures to evaluate special situations or projects

 

Tax Planning and Preparation

·            Tax return preparation for individuals, partnerships,
S and C corporations, LLCs, estates and trusts

·            R&D Tax Credit Studies

·            Tax planning and implications of transactions

·            Representation before tax authorities

·            Estate plan review and consultation

·            Estate and gift tax return preparation

·            Trust administration and estate court accountings

Litigation Support

·            Business and asset valuations

·            Lost profits analysis

·            Expert testimony

·            Business interruption

·            Breach of contract

·            Construction claims

·            Investigative accounting 

·            Business and Asset Valuation Services 

  Mediation Services

Steve Miksis, the Audit and Litigation Services Manager, is also a trained mediator. Since 1996, he has completed 64 hours of training in workplace conflict and commercial dispute resolution. Steve uses a cooperative model for addressing conflict. This approach encourages the parties to fully participate in crafting an agreement to resolve their dispute. It also recognizes the importance of the continued relationship of the parties.

Steve’s mediation experience ranges from large corporate department conflicts to family owned businesses with succession planning issues. In addition, he has been a practicing CPA for 15 years. Moreover, Steve’s unique perspective in construction conflicts is a positive consequence of his prior experience as a Licensed General Building Contractor.

Steve has been a member of the Sonoma County Bar Association’s Fee Arbitration Panel for the past 4 years and recently was appointed to the Sonoma County Superior Court Mediation Panel.