At Gantman & Associates, we understand that managing your financial well-being often requires expertise beyond accounting and tax preparation. That’s why we offer comprehensive referral services to trusted specialists in various fields. Whether you need legal advice, financial planning, investment strategies, or insurance solutions, our network of trusted professionals ensures you receive top-notch guidance tailored to your unique needs.
Note: We never accept any commissions, referral fees, or anything else of value from those to whom we make referrals.
We'll discuss your specific situation and determine the type of specialist you need.
Based on our extensive network and your preferences, we'll provide referrals to highly qualified professionals.
We facilitate introductions and ensure a smooth transition, so you receive cohesive and coordinated advice.
Our goal is to be your go-to resource for all your financial needs, offering peace of mind through our reliable and expert connections. Trust Gantman & Associates to guide you to the right specialist, ensuring every aspect of your financial health is managed with care and precision.
Specialize in helping individuals and businesses resolve issues related to federal, state, and local taxes. Handle a wide range of tax-related matters including audits, appeals, tax debt settlements, offers in compromise, installment agreements, and penalty abatements. Also assist with navigating complex tax laws, negotiating with tax authorities, and representing clients in court if necessary. Their expertise is crucial for clients facing disputes with tax agencies or struggling with significant tax debt.
Specialize in assisting individuals and businesses in navigating the legal process of declaring bankruptcy. Primary responsibilities include advising clients on the viability of bankruptcy as an option, determining the appropriate type of bankruptcy filing (such as Chapter 7, 11, or 13), preparing and filing necessary legal documents, and representing clients in court and creditor meetings. Additionally provide guidance on legal rights and potential consequences of bankruptcy, help in restructuring debts, and work on discharging eligible debts while aiming to protect their clients’ assets from foreclosure and liquidation.
Focus on helping companies buy, sell, or merge with other companies. Responsibilities include evaluating the financial health and value of companies, negotiating deals, conducting due diligence to assess risks and benefits, and ensuring compliance with legal and regulatory requirements. M&A specialists often work in investment banks, law firms, or corporate development teams within large companies, providing strategic advice and managing the complexities of transactions to ensure their success. Note that having a true M&A specialist handling your prospective transaction is a must. You can’t simply rely on your long-time CPA that doesn’t specialize in M&A or your family attorney.
Offer financial expertise to organizations on a flexible basis, rather than full-time. They handle high-level financial strategies, financial reporting, risk management, and data analysis to support decision-making. This role is especially beneficial for small to medium-sized businesses that require executive financial expertise but do not have the resources or need for a full-time position. Can also guide companies through periods of transition such as rapid growth, restructuring, or preparing for a sale.
Combine their accounting knowledge with investigative skills to examine financial records and accounts for signs of irregularities, fraud, or illegal financial activity. Often work in legal contexts, assisting in cases of financial disputes or litigation by analyzing complex financial transactions and reporting their findings. May also include providing expert witness testimony in court regarding their findings. Essentially, forensic accountants are detectives of the finance world, ensuring transparency and compliance with the law in financial practices.
Specialize in managing the legal aspects of estate planning and the gifting of assets. Includes advising clients on how to structure their estates to manage and protect assets, reduce estate taxes, and ensure that wealth is transferred according to the client’s wishes after their death. Help draft and execute legal documents such as wills, trusts, and powers of attorney, and may also handle estate litigation. Additionally assist in planning charitable donations and making strategic lifetime gifts that comply with tax laws, thereby helping clients achieve their financial and personal goals while minimizing tax liabilities.
Examine an organization’s financial statements to ensure their accuracy and compliance with relevant laws and accounting standards. Assess the internal controls of the organization, test financial transactions, and gather evidence to evaluate the integrity and reliability of the financial data reported. Their goal is to provide an opinion on whether the financial statements present a fair and true view of the company’s financial position, which helps stakeholders like investors, creditors, and regulatory bodies make informed decisions.
Responsible for evaluating and improving the effectiveness of an organization’s internal controls, which encompass the policies, procedures, and processes designed to safeguard assets, enhance the reliability of financial reporting, and ensure compliance with laws and regulations. Work to identify risks that could impact the organization’s objectives and assess controls in place to mitigate these risks. Includes testing and monitoring control systems, reporting on control deficiencies, and recommending improvements to enhance overall corporate governance and operational efficiency. Often collaborate with various departments to ensure that internal controls are understood and implemented effectively across the organization.
Manage the efficient flow of goods, services, and information from point of origin to consumption to meet customer requirements. Oversee the entire lifecycle of a product, including acquisition, distribution, internal allocation, delivery, and final disposal. Often includes coordinating transportation, managing inventories, streamlining operations, negotiating with suppliers, and implementing logistics technology solutions to improve efficiency and reduce costs. Their goal is to ensure that every step of the logistics chain functions smoothly and cost-effectively.
Manage financial records for a business (or individual), ensuring all transactions are accurately recorded. Handle tasks like recording financial transactions, maintaining ledgers, reconciling bank statements, and preparing financial reports. Also oversee payroll, manage invoices, and ensure that all financial documents are correctly filed, helping to maintain the financial health and compliance of a business.
Help businesses identify and implement effective marketing strategies to promote their products or services. Analyze market trends, consumer behavior, and the competitive landscape to advise on branding, positioning, and communication. Often includes developing marketing plans, advising on digital marketing techniques, optimizing advertising campaigns, and conducting market research to ensure that marketing efforts are aligned with business goals.
Responsible for creating the visual layout, user experience, and functionality of websites. Combine creative skills with technical abilities to design visually appealing and functional web pages.