Springline Advisory

Plan proactively, manage tax obligations, and identify opportunities to protect resources and support business growth.

Provides trusted reporting and a clearer view of financial health, operations, controls, and compliance for organizations and stakeholders.

Get specialized, senior-level guidance to navigate complex decisions, manage risk, and pursue business opportunities with confidence.

Scale finance, accounting, and technology capacity with embedded expertise, flexible support, and connected access to broader capabilities.

Coordinate investment, retirement, tax, and estate planning to support financial decisions and wealth transfer.

Tax Services

Springline’s tax practice helps middle-market businesses turn tax-sensitive decisions into advantages through strategic planning, compliance, and specialized tax support. Services span business, federal, state and local, and international tax, as well as nonprofit, gift, trust and estate, and affordable housing and historic tax matters. Specialists coordinate across disciplines to address tax exposure, identify credits and incentives, support transactions, and respond to tax authority inquiries.

• Align Tax Plans With Business Goals
  Connect tax decisions with business objectives to help influence tax exposure, liquidity, and business performance.
• Manage Tax Filings Across Jurisdictions
  Support compliance obligations while keeping filings connected to the broader tax planning strategy.
• Manage Multi-State Tax Exposure
  Assess obligations and opportunities across jurisdictions, including nexus, sales and use, income, and property taxes, to address risks as a business footprint grows.
• Structure Transactions With Tax In Mind
  Consider tax treatment and transaction costs before and after closing to help buyers and sellers assess after-tax value.
• Address Federal Tax Requirements
  Get support for federal tax planning and reporting, including income tax accounting, compensation matters, and depreciation strategy.
• Coordinate Cross-Border Tax Decisions
  Bring structure and consistency to international tax planning and compliance across jurisdictions, entities, and obligations.
• Support Tax-Exempt Compliance
  Address nonprofit reporting and tax obligations while supporting efforts to maintain exempt status and keep organizational resources focused on the mission.
• Identify Tax Savings Opportunities
  Evaluate credits, incentives, and cost recovery strategies that can support cash preservation, accelerate deductions, and reinvestment in the business.
• Respond To Tax Authority Inquiries
  Get representation and support addressing notices, audits, and questions from the IRS and state taxing authorities.
• Plan For Transfers And Legacy
  Get support for estate and gift tax matters, charitable giving, asset protection, and business succession planning.
• Navigate Specialized Tax Credit Programs
  Access consulting and filing support for low-income housing and historic tax credit programs, including related investor and regulatory matters.

Audit and assurance services

Springline’s audit and assurance practice provides independent, senior-led engagements backed by deep industry experience and proactive communication. Services include financial statement audits, agreed-upon procedures, compilations and reviews, employee benefit plan audits, HUD compliance, and SOC reporting. Engagements can provide independent verification and reporting for stakeholders, limited assurance, or customized work focused on specific accounts, processes, or compliance requirements. Attest services are provided by independent licensed CPA firms operating in an alternative practice structure with Springline Advisory or its affiliates.

Category: Audit and Assurance Services

• Provide Trusted Independent Reporting
  Independent, senior-led engagements provide reporting that lenders, investors, boards, regulators, and other stakeholders can rely on.
• Support Stakeholder Decisions
  Financial statement audits provide assurance and reporting for stakeholders who rely on an accurate, defensible view of the organization.
• Examine Specific Accounts Or Processes
  Tailored procedures address selected accounts, processes, or compliance requirements, including royalty audits, compliance testing, and due diligence support.
• Prepare And Review Financial Statements
  Compilation, preparation, and review services offer options ranging from financial statement preparation based on management’s information to limited-assurance reviews, including interim and special-purpose reviews.
• Demonstrate Controls And Data Protection
  SOC examinations and reporting help organizations demonstrate their commitment to security, availability, data protection, and relevant controls.
• Support Retirement Plan Compliance
  Audits for retirement plans address Department of Labor requirements and help organizations keep plans in good standing while protecting participants.
• Demonstrate Accountability In Housing Programs
  Audit, reporting, tax preparation, and Real Estate Assessment Center submission services support organizations participating in federal housing programs.
• Keep Engagements Clear And Efficient
  Proactive communication throughout the engagement helps client teams navigate the process and makes findings meaningful to stakeholders.

Advisory services

Springline provides specialized advisory support for middle-market businesses facing high-stakes decisions, disputes, transactions, regulatory matters, and periods of change. Its services span transaction advisory, valuation, forensic accounting, litigation support, economic development, succession planning, insurance and actuarial consulting, and technology solutions. Springline combines national-caliber expertise with personal partner access and senior-level involvement to help clients assess complex situations and navigate important business inflection points.

Category: Management Consulting

• Assess Risk And Capture Deal Value
  Springline supports transaction preparation and execution, helping clients evaluate risks, structure deals, and work through post-close integration.
• Support Decisions With Defensible Valuations
  Independent, defensible valuations give clients analysis for transactions, tax matters, disputes, governance, and reporting.
• Investigate Financial Issues With Evidence
  Springline investigates financial concerns and evaluates records, controls, and other evidence to develop findings that can withstand scrutiny from regulators, insurers, and courts.
• Present Financial Evidence In Disputes
  Springline quantifies economic damages and develops financial analyses and testimony to support clients through complex disputes.
• Plan Business And Ownership Transitions
  Springline helps clients develop transition plans that account for the business, its people, and the family, using services such as trust design, transfer planning, and exit strategy support.
• Align Technology Investments With Business Needs
  Springline helps clients shape technology strategy, governance, and data architecture, and supports implementation and transformation work across systems, cloud, cybersecurity, and business applications.
• Advance Community Growth And Incentive Projects
  Springline helps public-sector leaders and economic development organizations plan initiatives, evaluate opportunities, and manage incentives and grants, including related compliance work.
• Navigate Insurance Reporting And Regulatory Matters
  Springline supports insurance carriers with financial reporting, accounting, licensing, and regulatory matters, including market conduct and insurance department examinations.
• Strengthen Actuarial Analysis And Systems
  Springline provides actuarial and systems support across reserving, valuation, modeling infrastructure, product support, and health insurance consulting.
• Improve Financial Planning And Visibility
  Springline helps organizations strengthen budgeting, forecasting, cash flow management, and financial analysis, and implement FP&A practices and financial processes that support growth.

Outsourced Services

Springline’s outsourced services place experienced finance, accounting, and technology professionals inside organizations. Services range from integrated accounting and payroll operations to fractional C-suite leadership, interim support, and project execution. Clients can access experienced professionals and the depth of Springline’s broader tax, audit, advisory, technology, and industry expertise, with support structured to scale with their business and needs.

Category: Accounting Services

• Streamline Core Financial Operations
  Bring day-to-day accounting, payroll, reporting, and planning activities together through an integrated back-office solution.
• Access Experienced Executive Leadership
  Add fractional C-suite expertise and strategic guidance without relying solely on a permanent in-house executive team.
• Scale Support With Business Needs
  Adjust outsourced finance, accounting, and technology support to changing capacity needs without building a full in-house team.
• Connect Work Across Firm Capabilities
  Coordinate outsourced finance work with relevant tax, advisory, technology, and industry expertise available through Springline’s broader platform.
• Deploy Experienced Project Support
  Bring in experienced professionals for interim coverage, specialized projects, and staff augmentation when a permanent hire is not the right fit.

Wealth management

Springline's wealth management capabilities include investment management, retirement planning, tax and estate planning, and 401(k) plans. Its related planning services support high-net-worth individuals, families, business owners, fiduciaries, and family offices with wealth transfer, legacy, and fiduciary tax matters.

• Manage Investments
  Access investment management as part of Springline's wealth management capabilities.
• Plan For Retirement
  Work on retirement planning as part of wealth management support.
• Plan Tax Matters
  Coordinate tax planning with wealth-related decisions, including planning for wealth transfer and strategic giving.
• Plan Estate Matters
  Support estate and wealth transfer planning, with coordination across legal, investment, and family office teams.
• Support 401(K) Plans
  Address 401(k) plans as part of wealth management. Related plan platform information describes participant access to account monitoring, contribution changes, allocation adjustments, and retirement projections.