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Since our inception, OUM has provided its resources and expertise to professional services firms in San Francisco and San Diego to help them meet the challenges required for operating a successful firm. Our professional services tax group provides a wide range of services, such as tax structuring and compliance, strategic planning and business process efficiency.

OUR EXPERIENCE ENABLES US TO PROVIDE THE FOLLOWING SERVICES:

  • Financial audit services and statement reviews
  • Internal control evaluations
  • Financial due diligence for mergers and acquisitions, and divestitures
  • Preparation of cash flow and operating budgets
  • Income tax planning and compliance for partnerships and other pass-through entities
  • Tax planning for mergers and acquisitions, and divestitures
  • Income tax provisions and analysis of uncertain tax positions
  • IT consulting and risk assessment
  • Business continuity (succession) plans
  • Business process outsourcing
  • Audits of 401K Plans
Steve Green
Steve GreenPartner - Tax Services
Scott Miller
Scott MillerPartner - Assurance & Advisory
Chris Millias
Chris MilliasPartner - Assurance & Advisory
Doug Pallotta
Doug PallottaPartner - Assurance & Advisory
Dan Sillin
Dan SillinPartner - Tax Services