Services
At Clayton & McKervey, we provide a wide range of services – tax, assurance, accounting and consulting – to clients in the U.S. and throughout the world.

Tax Planning & Preparation
Do you need support minimizing your tax liabilities and maximizing your cash flow? We can guide you through a full range of tax planning and preparation decisions to help you achieve your financial goals.

Advisory & Assurance
Do you have the information needed to make more effective business decisions? Does your management team need to provide reliable financial reporting to key stakeholders? We take the time to understand your company and any specific challenges to help strengthen and grow your business.

Client Accounting & Reporting
Are you a domestic or foreign-owned company looking to streamline your accounting and reporting responsibilities? Whether your company is a startup or well-established enterprise, we can help simplify the process. If your resources are limited, we’ll work as a cost-efficient extension of your team, respectful of every dollar you spend.

Digital Advisory & Data Analytics
Are you ready to take your business to the next level? We can help you grow your business by providing digital solutions and helping you identify the KPIs that matter.

Transactions & Sale Preparation
Is a future merger or acquisition on your mind? We can evaluate your opportunity, provide proactive advice from planning to close, and help maximize your shareholder value. Whether your company is interested in buying or selling, our team can help you stay the course through the transaction process.

Private Clients & Wealth Management
You deserve a holistic approach to wealth management on both a professional and personal level. Are you having the right conversations with the right people to understand your next steps? Our integrated, consultative approach involves partnering with other trusted advisors to help you maximize your net worth and prepare for the future.

Global Expansion & Growth
Are you prepared to navigate the ins and outs of your growing business? Are you confident in your understanding of the complexities of managing an international entity? Our team of experts is here to support you every step of the way. Let us guide you through the global marketplace so you can focus on growing your business.