Consulting Services:

• Business Valuations & Litigation Support
• Employee Benefit Plans
• Family Owned and Emerging Business
• Computer/Information Systems Consulting
• Succession Planning
• Mergers, Acquisitions & Liquidation Planning
• Non-Profit Organizations
• Manufacturing & Distribution
• Health Care
• Expert Witness
• Arbitration & Mediation

Audit & Accounting Services:

• Audits, Reviews and Compilations
• Monthly/Quarterly Accounting and Bookkeeping
• Cash Flow Projections
• Budgets & Forecasts

Tax Services:

• Tax Returns & Planning for Individuals, Partnerships, Corporations & Trusts
• Estate & Gift Tax Planning
• Tax Controversy Representation

Financial Planning and Investments:

• Comprehensive Financial Planning
• Investment Management
• Cash Flow Planning
• Education Funding
• Estate Planning
• Retirement Planning
• Insurance Analysis
• Tax Planning
• Employee Benefit Design

Philip Vogel & Co. PC 12400 Coit Road, Suite 1000, Dallas, Texas 75251-2005 214-346-5800  Fax: 214-346-5899  firm@philipvogel.com

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