Johnson O'Connor LLP

Our Areas of Expertise

Assurance Services
• Financial statement audits
• Forecasts and projections
• Reviews and compilations
• Attestation services
• Employee benefit plan audits

Tax Services
• Tax Preparation
• Corporate tax planning
• Personal tax planning
• Succession planning for closely-held businesses
• Mergers and acquisitions planning
• Tax strategies for particular transactions
• IRS representation

Financial, Estate & Trust Planning
• Asset protection
• Succession and ownership transfers
• Education funding
• Tax considerations and wealth management
• Estate and wealth planning
• Trust uses and benefits
• Charitable giving
• Wealth transfer planning
• Insurance and risk management
• Retirement planning

Business Consulting
• Negotiating and contracting
• Operations review
• Profit enhancement consulting
• Strategic business planning
• High net worth planning for individuals
• Cash flow and budget analysis
• Succession planning
• Retirement plan administration

Mergers and Acquisitions
• Evaluation of potential acquisition
• Tax analysis
• Review of documents
• Negotiation of asset acquisition
agreements