Services

At Clayton & McKervey, we provide a wide range of services – tax, assurance, accounting and consulting – to closely held clients in the U.S. and throughout the world. We're here to help you grow here & far.

Tax Services

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 at the federal, state and local level to help you achieve your financial goals and become more profitable.

Advistory & Assurance Services

Advisory & Assurance

Do you have what’s needed to make more effective business decisions? Can your management team provide reliable financial reporting to key stakeholders? We take the time to understand your company and challenges to help strengthen and grow your business.

Client Accounting Services

Client Accounting & Reporting

Are you a domestic or foreign-owned company looking to streamline your accounting and reporting responsibilities? We can help simplify the process and work as a cost-efficient extension of your team – from startup to growth.

Digital & Data Services

Digital Advisory & Data Analytics

Are you ready to take your business to the next level? We can help you expand your operations, optimize processes and reduce cybersecurity risks by providing strategic digital transformation solutions and helping you identify the KPIs that matter.

Consulting Services

Transactions & Sale Preparation

Is a future merger or acquisition on your mind? Whether your company is interested in buying or selling, we can evaluate your opportunity, provide proactive advice from planning to close and help maximize shareholder value throughout the transaction process.

Private Client Services

Private Clients & Wealth Management

Are you looking for a holistic approach to wealth management on a professional and personal level? Our integrated, consultative approach involves partnering with other trusted advisors to help you maximize net worth and prepare for the future.

Global Expansion Services

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.