Management Consulting Firm Services

Shepard Schwartz & Harris assists management consultants with all their accounting and tax needs, including nexus issues arising from multi-state and international income apportionment calculations. We employ and implement efficient and cost-effective systems to allow consultants to focus on their clients, knowing that their finances are in order.

Services tailored to management consulting practices

Financial Reporting

• Consolidation reporting for variable interest entities
• Consultation and guidance regarding treatment of certain transactions

Tax Planning and Reporting

• Multi-state and international tax compliance
• Partnership income tax consultation and compliance
• Payroll tax withholding and filing
• 1099 compliance
• Year-end adjustments, including bonus and depreciation acceleration methods

Business Advisory

• Forecasting and budgeting consultation
• Employment tax advice and compliance
• Employee benefits advice and consulting
• Retirement savings program consultation
• Internal office process efficiency modeling

Individual Partner Planning

• Retirement planning
• Estate and gift planning
• Individual income tax planning and compliance