Tax Planning & Preparation
To prepare and to plan for taxes affecting individuals, businesses, trusts and estates

          Robert M. Gani, CPA
          Mollie C. Broussard, CPA
          Greg P. Naquin, CPA, CFP™
          Joe G. Peshoff, CPA, CVA
          David M. DesOrmeaux, CPA


Financial Reporting & Auditing
To prepare information for management, including audit, review and compiled financial statements

          Jason L. Guillory, CPA
          Billy D. Fisher, CPA


Bookkeeping & Controllership
To outsource the accounting functions and to assist with accounting system setup (QuickBooks, etc.)

          Mollie C. Broussard, CPA
          Greg P. Naquin, CPA, CFP™


Family Financial Advising
To assist with tax planning, governance policies and financial flexibility related to family wealth management

          Robert M. Gani, CPA
          David M. DesOrmeaux, CPA


Litigation support
To serve as expert witnesses in litigation including divorce and lost profits

          Joe G. Peshoff, CPA, CVA


Financial & Business Planning
To assist in developing and implementing a financial plan aimed at achieving your financial goals

          Greg P. Naquin, CPA, CFP™


Business Valuation
To determine a business’ fair market value and to identify factors that enhance value

          Joe G. Peshoff, CPA, CVA


Fraud Prevention & Detection
To review systems to prevent and detect misappropriations

          Jason L. Guillory, CPA
          Caitlin D. Guillory, CPA, CFE