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Examples of the Services we Provide…
Business Owners:
• Strategic tax planning
• Merger & acquisition support
• Bank lending & refinancing
• Financial reporting
• Succession planning
• Interim CFO/Controller help
• CRO Services/ Restructuring
Affluent Individuals:
• Estate planning
• Personal and estate tax preparation
• Evolving life-cycle financial support services
• Seamless access to CH&Co. financial affiliates
• Monthly accounting services
• Timely, objective advice
Professional Service Providers:
• Litigation and forensic accounting support
• Merger & acquisition support
• Second-opinion support
• Referrals when appropriate to meet specific client needs
The
size of our firm enables us to respond promptly and effectively to each
client's needs as they emerge. Because we are a full-service firm, we
can serve all or a portion of each client's needs.
We
take great pride in the fact that our client relationships are
collaborations in the best sense. We also take great pride in the fact
that almost all of our new clients are referred to us by current
clients.
Our values are old fashioned. Our technology is state-of-the-art. And our passion is in serving you!
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