• Strategy, Solutions, Value.
    • Audit & Assurance Services

      Our firm advisors have provided Audit & Assurance Services in more than 20 states across the U.S. We have extensive corporate, fiduciary, government, and nonprofit auditing experience. We have audit experience in virtually every industry. Our firm advisors have performed audit related services for several Big 4 National CPA Firms, several large local firms, Initial Public Offering Audits, and Private Equity Firm Acquisition Audits. We have professional(s) with the MPA (Masters in Professional Accountancy), CPA (Certified Public Accountant) and CGMA (Chartered Global Management Accountant) degrees and designations. Our Audits, Reviews, and Compilations are highly regarded by users of the financial statements and offer significant value when compared with other firms.

    • Turnaround, Budgeting, and Credit Approval Services

      Our firm advisors have provided Turnaround, Budgeting, and Credit Approval Services for a number of clients. We will relationships with banks and will work with your bank for credit approval, review loan proposals, and have venture capital investment group relationships to help your business succeed. We’ve developed a proprietary budgeting and planning tool that will you plan your next opportunities for your business. We also contribute to the TMA international organization, Turnaround Management Association and our firm advisors are trained in this area of expertise.

    • Entrepreneurial Services, Management Consulting, and Corporate Accounting Services

      Our firm’s advisors have helped entrepreneurs and startup companies develop their businesses, some of which eventually went to public offering. We will work with you on planning and establishing a successful business. We will help to identify any federal and local government incentives available. We have professional(s) that have served as corporate officers of Fortune 500 companies and served as advisors of those Companies in the Big 4 Accounting Firms. We also have professional(s) the have served in the Entrepreneurial Services Group of Big 4 Firms.

    • Tax Planning for your Financial and Estate Plan

      We will work with you and your investment advisors, estate attorneys and insurance agents to meet your wealth planning needs. The estate tax and net income tax for upper income tax bracket individuals is close to 40%. There is also the 3.9% Net Investment Income Tax. These can be reduced by using various means, including gifting strategies and trusts.

    • Tax Incentives, Consulting, and Compliance Services

      Our firm’s team of advisors will design a tax reduction strategy and minimize tax. We have representatives that have been providing Tax Incentives, Consulting, and Compliance Services for almost 20 years, some of which were with international CPA firms. We enjoy helping clients minimize their tax liability so that they can expand and growth their business. Some of our tax planning ideas have been featured in publications such as The Journal of Taxation. Our firm advisors are trained in Cost Segregation Studies in order to maximize depreciation deductions. We’ve provided tax technical brochures that were distributed throughout the Big 4 Firms served. We’ve also served as featured instructors in tax seminars and have travelled to various learning facilities along the East Coast and throughout the Midwest.

    • Valuation and Business Appraiser Services

      Our firm advisors have experience with business valuations across the U.S. and internationally. We utilize resources in the Midwest, South and East and West Coasts. We have been credentialed in business valuations since 2002. We have professional(s) with the ABV (Accredited in Business Valuation) and CVA (Certified Valuation Analyst) designations. We have professional(s) that are a member of that National Institute of Valuators and Analysts (NACVA), the American Institute of Certified Public Accountants (AICPA), and the Institute of Business Appraisers (IBA). Our firm advisors have published nationally for valuation work including in The Value Examiner publication. We have successfully performed Business Valuations for Bankruptcy, Buy-Sell Agreements, Lender Review, Divorce, Gift and Estate Taxes, and Mergers-Acquisitions-Reorganizations. We've performed business valuations for Intellectual Property, Patents Trademarks and Restrictive Covenants. Our valuations have been submitted and successfully defended submitted in court. Some of these created valuation tools and techniques have been deemed has proprietary and published.

    • Tax-Deferred and Nontaxable Exchange Transaction Services

      Our firm can facilitate nontaxable exchanges with or without the use of our qualified intermediary relationships. We also have experience with virtually every type of exchange, and the professionals have experience with national firm transaction advisory firms. We’ve spent almost 20 years helping clients with tax-deferred and nontaxable exchange planning. One of our firm advisors spent several years traveling across the country for a large international CPA firm, helping clients transfer property tax deferred before Initial Public Offerings (IPO’s). We have an established Section 1031 Like Kind Exchange Qualified Intermediary relationship. We’ve helped clients with nontaxable “A”, “B”, “C”, “D” and “F” Reorganization transactions and have assisted in establishing ESOP and IC-Disc tax beneficial structures.

    • Damage Claims Calculations, Forensics, and Litigation Support Services

      Our firm advisors are certified and have successful experience testifying in litigation support matters. This experience and training, knowing the expert witness rules of the court, will serve all clients as proven commitment. Our firm advisors have represented clients in various tax courts. We’ve also supported a number of litigation claims and has a tried and tested damages calculation tool.

    While working with Silvermark CPAs & Advisors, you'll discover a noticeable difference, compared to other CPA and Business Advisory Firms. Our Approach to service encompasses 5 distinct, but equally important, standards we commit to. By adhering to these standards, we believe your experience with our team will speak for itself.

    Strategy – We will set a meeting with you quarterly, annually, or for any life event to plan your strategy for you and your business. We will provide a strategy to be executed over a timeline, whether its quarterly, annually or for the remainder of you or your business life.

    Solutions – We are committed to providing you with Solutions utilizing the Strategy or Strategies executed.

    Dedicated Resource - You will have one primary service professional with National Firm Experience and Training, and a secondary service professional if that person is unavailable.

    Timeliness - We have a four hour or less response window to any question concerning your service and you may contact your service professional via cell phone at anytime.

    Quality - Our team of advisors will have the qualifying certifications to serve you with quality and will work directly with your primary service professional.

    Silvermark CPAs & Advisors has representative clients in the following industries:

    • Manufacturing and Distribution
    • Real Estate, Leasing, Construction, and Development
    • Employee Benefit Plans and ESOPs
    • Government Entities, Government Contractors, Educational Institutions
    • Closely Held and Startup Companies
    • Trucking and Transportation
    • Large Corporation Insourcing and Outsourcing
    • International Inbound and Outbound
    • Financial Services
    • Private Equity and Venture Capital
    • Technology
    • Healthcare
    • Dealerships
    • Agribusiness
    • Sports
    • Retail
    • Non-Profits
    • Travel
    • Hospitality and Entertainment

    This privacy policy explains how Silvermark CPA's & Advisors uses and protects any information that you give Silvermark CPA's & Advisors when you use this website. We’re committed to ensuring that your privacy is protected. If we ask you to provide certain identifying information, you can be assured it will only be used in accordance with this privacy statement. We may change this policy from time to time by updating this page. You should check back regularly to ensure you agree with any changes. This policy is effective from September 29, 2015.


    We may collect the following information:

    • your name and/or title
    • contact information, including email address
    • other information relevant to our services


    We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

    • Internal record keeping
    • Improving our products and services
    • Promotional emails about new products, special offers, or other information
    • Customize the website according to your interests


    We are committed to ensuring your information is secure. To prevent unauthorized access or disclosure, we use physical, electronic, and managerial procedures to safeguard and secure the information we collect online.


    Our website may contain links to other websites of interest. However, after you’ve left this website, we don’t control the content. Therefore, we cannot be responsible for the protection and privacy of any information which you provide to other sites and such sites are not governed by this privacy statement. You should exercise caution and read the privacy statement applicable to the website in question.


    We will never sell, distribute, or lease your personal information to third parties unless we have your permission or are required by law to do so. You may request details of personal information we maintain about you. A small fee may be applicable. If you want a copy of the information about you, please contact us. If you believe that any information about you is incorrect or incomplete, please email us as soon as possible. We’ll promptly correct any erroneous information.


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    We take your privacy seriously. View our privacy policy for more information.


    Congress made significant improvement in the tax treatment of RICs . . .