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Select Value Added Services

for Individuals and Businesses

In addition to our core services, TAG offers a diverse menu of value added services. These services deliver the flexibility, cost efficiencies and specialization that ensure our clients have the resources required to meet each of their unique needs, with the convenience of a single-source provider. These programs are designed to enhance our clients' activities and propel individuals and organizations toward achieving their goals.

Executive Tax Assistance Program (ETAP)

TAG administers a flexible Tax Assistance Program designed for corporate executives, providing individual and business tax preparation, planning and consulting services at group-rate discounted fees. Participants in this program benefit from quality, highly personalized, uninterrupted, comprehensive and confidential tax preparation, planning and consulting services. At the same time, executives have access to other valuable resources and services in the legal and non-legal fields.

The principal objectives of ETAP are to streamline interaction between the busy executive and needed advisors and to assist the executive in achieving tax, financial and related objectives. This is accomplished through a coordinated approach delivered by a primary core of specialists intimately familiar with and taking a personal interest in the executive's tax and related financial objectives. As SEC and PCAOB regulations prohibit select executives of publicly held companies from receiving personal tax planning and compliance services from the corporate auditor of record, ETAP provides an effective solution for executives and their corporate entities. The results are greater peace of mind for the busy executive without the conflict of interest risks presented by the dual activities of the employer company's auditors performing tax services for company personnel.

Under the program, participants may access the following benefits:

• Preparation of federal, state and local individual income tax returns
• Preparation of federal, state and local business tax returns
• Projections for use in determining estimated tax liabilities
• Preparation of a two-year comparison highlighting changes in income and deductions
• Preparation of financial computations, including amortization schedules, break-even analyses, cash-flow analyses, purchase/lease analyses and the like
• Responses to federal, state and local income tax inquiries
• Represent clients in civil tax matters involving federal, state and city taxing authorities, at all levels, including audits, appeals and collections
• Year-round tax planning and consulting services and access to a full complement of services, including but not limited to financial planning, investment management and legal services
• Answers to questions concerning tax and financial matters, proposed legislation and other matters
• A subscription to TAG's Client Alerts and other tax and financial publications designed specifically for our clients

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Family Office Services Program

TAG's Family Offices Services Program provides support to high net worth individuals by providing a comprehensive and flexible suite of accounting, finance, tax and customized administrative services.

With our services customized to respond directly to your family office mission, stage of development and future objectives, our services typically include the following:

• Manage the day-to-day accounting for checkbook(s) activity including: verification of accuracy of bills to be paid, disbursing checks for bills, recording deposits into the checkbook(s) and authorizing bank fund transfers
• Reconcile checkbook(s) on a monthly basis, research and resolve variances
• Prepare monthly and year-to-date report of income and expenses as well as account for capital expenditures and preparation of unaudited financial statements
• Review and consolidate monthly brokerage statements as well as prepare performance analyses of investments
• Maintain up-to-date record of stock holdings in companies for which client is a director, as well as tracking changes in holdings
• Monitor and manage line of credit issues to include borrowings, payoff and verification of interest calculations for accuracy
• Monitor charitable commitments made and satisfied
• Identification and communication of material tax planning considerations
• Identification and communication of transactions or changes and potential tax exposure areas that arise during the preparation of accounting or tax returns
• Conduct annual review of all deferred compensation accounts
• Prepare private foundation, trusts and individual income tax returns and calculate required estimated tax installments
• Coordinate and consult with banking, legal and investment advisors as appropriately needed
• Meetings to discuss applicable issues and review reports

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Personal Financial Services Program

TAG's Personal Financial Services Program is designed to assist seniors and others in need of organizational and personal financial management activities. The program responds proactively to the unique needs of an aging population. Services to this population segment are tailored for each client and often include tax preparation and planning, management and reconciliation of accounts, bill paying and regular reporting to the client and/or authorized family members and advisors.

Key benefits of this program include:

• Eliminating the tedious and time-consuming process of monthly bill paying, mail sorting, bank and financial account reconciling and filing
• Dramatically improving the efficiency of collecting and organizing tax information
• Conveniently coordinating activity between bankers, brokers, investment advisors and lawyers
• Timely reviewing, completing and submitting medical and related forms, including monitoring of reimbursements
• Eliminating unwelcome financial intrusion, frustration, confusion, anxiety and surprises

Services are customized and often include:

• Organizing files and tax records
• Reviewing and sorting incoming mail
• Monthly bill paying
• Reconciling bank and financial statements
• Recording and/or tracking medical expenses
• Submitting medical claim forms and monitoring medical reimbursements
• Providing income tax planning and return preparation
• Providing gift tax return preparation
• Preparing employment tax returns for caregivers and other household help
• Reviewing and summarizing reports from fiduciaries

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CFO "On the Grow" Program

TAG administers a flexible CFO Services Program designed for both emerging and maturing businesses. Participants in this program benefit from high-quality CFO, controllership and accounting services that are personalized, customized, uninterrupted and comprehensive. At the same time, businesses and executives have access to other valuable resources and services in the legal and non-legal fields.

The principal objectives of our CFO Services Program are to provide businesses with high-level financial talent and deep intellectual capital on a cost-effective basis while avoiding distractions associated with day-to-day accounting responsibilities and demands. This is accomplished through a coordinated approach delivered by a primary core of specialists intimately familiar with and taking a personal interest in the accounting and related financial objectives of the business. Our services range from supporting the existing bookkeeper to serving as the financial professional managing the accounting functions and assisting the business in shepherding its financial health. The results are more effective solutions in terms of shaping and analyzing information to assist in strategic and operational decision making. Our CFO/controllership services include a wide range of activities such as:

• Management of accounts receivable and accounts payable
• Analysis of data flow and functions and establishing accounting procedures and systems
• Preparation and monitoring of budgeting/forecasting
• Business management solutions
• Business process reviews
• Management of cash and debt
• Coordination of relationships with customers, vendors and other service providers
• Financial reporting/analysis/modeling
• Budgets/measurement programs/expense reduction programs
• General ledger maintenance and preparation/review of monthly reports
• Analysis of banking relationships
• Preparation of business tax reporting forms/payroll and corporate tax returns
• Oversight of accounting functions, controls and personnel
• Product line profitability studies/profit improvement
• Strategic planning
• Alignment of core competencies with the company creating operational efficiencies

Additionally, our CFO Services Program can provide meaningful value on a temporary or interim basis to ease a transition or alleviate workloads for a variety of circumstances, including:

• Resignation of controller or other key accounting personnel
• Hiring key personnel and assisting in transition
• Family and medical leaves of absences or vacations by key accounting personnel
• Tax filing deadlines
• Installation or conversion of accounting software
• Urgent, sensitive and complex projects

By providing sound controllership services, we enable our clients to concentrate on the other areas that make their business and financial dealings successful.

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Litigation Consulting Services Program

For Law Firms and Corporate Law Departments

In addition to providing services on an individual case basis, TAG offers a Litigation Consulting Services program specifically designed to meet the distinct and changing needs of law firms and corporate and trial law departments. We offer a comprehensive list of services to lawyers representing clients in regulatory and transactional matters and throughout various stages of litigation with the principal objectives being the reduction of overall costs of legal representation and the improvement of the overall engagement experience and performance.

Whether engaged as consultants or as testifying expert witnesses, we are uniquely qualified to provide litigation consulting services of the highest quality. We draw upon years of experience and combine the efficient interaction between the integrated, multidisciplinary approach of our team, which includes:

• Certified Public Accountants
• Certified Fraud Examiners
• Financial Consultants
• Analysts
• Affiliate network of economists and strategic alliances

Using this experience and efficient interaction, we critically analyze, thoroughly investigate, and aggressively pursue the complex accounting, tax and financial issues lawyers face during their representation of clients. We assist lawyers in strengthening their client's positions and providing an independent, thorough and objective analysis of the opposition's position which are essential to strategic case assessment activities.

Key benefits to law firms, corporate and trial law departments under this program include:

• Cost reductions
• Quick turnaround
• Familiarity with work product
• Highly personalized service
• Flexible bench strength as needed
• Convenient access to a wide range of resources and capacity
• Comprehensive experience working with more than 700 attorneys
• Consulting expert to counsel together with preservation of communication privileges
• Management oversight of existing experts
• Enhanced strategic insight and strategy development

For More Information

For additional information, please contact Michael A. Gillen, Director of the Tax Accounting Group, or the Tax Accounting Group practitioner with whom you are regularly in contact.