Other Valuable Services

Tax • Loan Documentation • Operational Reviews • Risk Management
Asset Protection • Wealth Accumulation and Transfer

Tax Expertise. Since 1980, Pappas & Company, Ltd. has provided tailored, highly skilled tax and financial services to businesses, their owners, high net-worth individuals, and those who are building wealth. Founded by Andrew Pappas, a former manager at two international public accounting firms who has over 25 years experience as a CPA and business advisor, the firm offers an attractive combination of intellectual ability, experience and responsive personal service, tailored to each client's goals and needs.

Tangible Client Benefits. Pappas & Company's thorough examination of the operations and systems of its clients' businesses frequently enables the firm to detect oversights, omissions, misclassifications, control gaps or other hidden problems that often escape the client's regular review procedures. Whether finding failure to exploit tax benefits, latent defects in loan documents, inappropriate capital structure, or lack of proper risk management techniques, Pappas's reports and recommendations to clients provide a road map to material improvement in company results, increased credibility of its financial statements, and enhancement of its perception among important suppliers, customers, potential lenders/investors, investment bankers, and prospective employees. These "second opinion" reviews invariably provide bottom-line dollar value to clients far exceeding their cost.

Service Integration. Pappas & Company helps high net-worth individuals, their families, and those who are building wealth, accumulate and transfer wealth, minimize taxes and protect their assets. Our staff also prepares the required statements, reports and returns. Working with a family and its other outside advisors, the firm undertakes financial and personal analyses, integrated tax, estate and asset protection planning, and evaluation of family risk protection, including insurance. Our approach includes integration of the client's personal and business goals.

Resources. To serve our clients' needs, our firm employs the most current technology, enabling instant communication and document access, rapid preparation of reports, returns and other compliance documents, and comprehensive in-house access to the latest tax and financial research resources. We draw as needed on top people from Pappas' exclusive network of alumni and partners of international public accounting firms for specialized expertise. Concentrating on providing high-value, high-impact services, individually tailored to each client's unique situation, the professionals at Pappas & Company are satisfied only when we have helped to measurably improve our clients' financial performance and outlook.