Tusk Private Client Services is a strategic advisory firm providing our clients insights that allow them to make the best business decisions to achieve their immediate and long-term goals.
ABOUT US
Tusk Private Client Services caters to small and medium-sized companies. Our purpose is to provide our clients insights for better decision-making, we call it delivering Business Decision Intelligence. We do this by offering tailored Personal/Business services including Advisory, CFO, Accounting, and Tax delivered by an expert team. We offer elevated client support through our proactive focus on collaborative relationships, communication, quality work, and sound advice. We want to provide our clients with the peace of mind that comes with knowing you have a qualified team that is dedicated to your success.
SERVICES
Business Advisory and CFO Services
- Strategic Planning
- Owner and Board Reporting
- Process Management
- Audit Readiness
- KPI Development
- Acquisition/Exit Services
- Work With Other Professionals/Partners
Controller Services
- Day-to-Day Accounting
- Monthly Close
- Expense Management
- Timely, Accurate Reporting
- Payroll and Payroll Tax Filings
- Sales Tax Filings
Tax Services
- Tax Planning
- Personal Tax Returns
- Business Tax Returns
- Franchise Filings
- IRS Dispute Management
- Tax Mitigation
Tusk PCS-Client Journey
-
You Tell Tusk...
About your business, your needs, challenges, goals... -
Tusk...
Gathers information to create Business Decision Intelligence (BDI). -
You and Tusk...
Collaborate on business decisions and develop a plan to achieve goals. -
You and Your Team...
Put the plan into action. -
You and Tusk...
Review plan execution regularly and adjust as needed.