Ebro Accounting & Consulting specializes in assurance, tax, transaction advisory, and consulting for high net-worth individuals and companies growing and entering in the private and public market. Focusing on client service is the key to our success in developing strong and long-term client relationships. We apply our industry and technical experience to provide practical advice.

Our services include:

Financial Reporting and Attestation Services
  • Financial Statement Audits, Reviews, and Compilations of private companies and not for profit entities
  • SEC Compliance
  • Budget and Pro-forma preparation and analysis
  • Internal Control Development, Studies, and Implementation including SOX 404 compliance

Tax Planning and Preparation
  • Tax compliance and preparation
  • Strategic Planning and Projections
  • Corporate and Business Tax Service
    • Executive Compensation Planning
    • Restructuring and reorganization planning
    • Entity structure selection
    • Mergers and acquisitions analysis
  • Personal Tax Services
    • Tax implications of financial decisions
    • Tax minimization
    • Tax projections, short term and long term

Estate and Trust Planning and Preparation
  • Family and charitable giving
  • Multi-generational estate planning
  • Business exit strategies
  • Cash management and savings
  • Planning for the later years in life

Managerial Advisory Services
  • Agreed-upon engagements
  • Outsourced CFO work specifically in the area of S.E.C. compliance
  • Bookkeeping, budgeting and forecasting
  • Financial and Legal Due diligence
  • Cash flow analysis
  • Forensic accounting
  • Fraud studies, prevention, and detection