Your accountant used to take your documents, shuffle some numbers, and return them.
As a Trusted Advisor, we work with you, offering advice in real-time as your business grows instead of relying solely on past statements. With over 38 years of experience, we are able to leverage the technology of today to act on securing your future.
Whether you need to file for individual, business, or corporate taxes, federal or state, we’ll get you the highest deduction possible so you have more money in your pocket this season.
Whether you need help with tax compliance, financial forecasting for your business, or planning your retirement, a face-to-face meeting with our experts is the important first step to reaching those goals.
Graham Capital Partners, LLC represented a client of Michael Moffatt, CPA in a recapitalization mandate. The transaction was complex and data intensive with multiple operating entities being recapitalized. Michael was a key part of the team responsible for data compilation, analysis, and due diligence support at all stages of the transaction. His breadth and depth of knowledge was integral to timely and accurate information needs of the transaction and I would welcome the opportunity to work with him in the future.
D. Paul Graham President & CEO | Graham Capital Partners, LLC[fa icon="quote-right"]
I have known Mike for many years and used his services for my company as well as our personal taxes. He not only completed our financials and tax returns, but provided excellent advice in tax planning. He always gave us options and outlined the effectiveness and cost of all them. High integrity and ethics provided us with a high level of trust in his work and his counsel.
Cathi Spornick Nonprofit Innovator and Leader[fa icon="quote-right"]