- Audit & Accounting Services
- Employee Benefit Plans
- Public Offerings & Private Placements
- Risk Advisory
- Internal Audit Advisory
- Risk-Based Auditing
- Controls Rationalization
- Enterprise Risk Management
- Information Technology(IT) Audit and Governance Advisory
- Fraud Advisory Services and Investigations
- Sarbanes-Oxley Advisory
- SAS 70 Readiness
- Corporate Governance and Ethics
- Regulatory Compliance
- Internal Control for Nonprofits and Private Companies
- SEC Reporting
- Small Business Accounting Support
- SAS 70 Audits
- Tax Services
- Business Consulting Services
- Individual Client Services
Personal Tax & Financial Planning
For individuals with substantial income or assets, EKS&H provides tax and financial planning advice to help them manage their personal finances. Our business advisors use a holistic approach that considers all aspects of clients’ wealth and family issues. We help them recognize potential concerns or opportunities and provide proactive, innovative and comprehensive solutions.
EKS&H’s professionals offer a range of services for clients, including:
- income tax return preparation
- future tax liability estimates
- tax impact models of various scenarios
- tax-effective structuring of investment portfolios
- retirement planning
- education planning
- life insurance review and planning
- investment planning guidance
Clients receive many benefits from EKS&H’s personal tax and financial planning services, including:
- objective tax and financial planning advice
- ability to make informed decisions about investments, insurance and tax options
- global solutions for managing personal wealth
- peace of mind that their personal wealth is being managed effectively