OUM's assurance, tax, and IT professionals have extensive experience working with privately held companies and their owners, partnerships, limited liability companies, and high net worth individuals and families. We provide a wide range of services, including:

Assurance and Business Advisory Services

• Financial statement audits, reviews, and compilations, including assistance with initial public offerings
• Regulatory compliance and reporting
• Design of accounting and management reporting systems
• Evaluation of business processes and formulation of business continuity plans
• Financial due diligence for mergers and acquisitions, and divestitures
• Accounting guidance on complex transactions, including revenue recognition, debt and equity financing, and business combinations
• Agreed-upon procedures engagements
• Forensic accounting and litigation support services
• Employee benefit plan audits (ERISA)

Taxation for Corporations, Partnerships, and Limited Liability Companies

• Federal and state tax compliance
• Tax planning to minimize tax expense and optimize cash flow
• Representation before federal, state and local tax authorities
• Entity selection and ownership structure
• Assistance with accounting for income taxes and tax provision preparation
• Structuring of business sales and acquisitions
• State and local tax (SALT) consulting
• Tax accounting method changes and identification
• Change of ownership studies under IRC Section 382
• Tax credit procurement services (e.g., R&D credits, Enterprise Zone credits)
• Compensation planning (including stock options and deferred compensation arrangements under IRC Section 409A)
• Intercompany transfer pricing strategies for multi-national companies
• Succession planning

Individuals, Families, and Trusts

• Tax strategies for wealth management
• Stock option planning
• Estate and gift planning
• Charitable transfer strategies
• Trust and estate accounting