Specialty Services


At Stephano Slack LLC, our team is dedicated to keeping current with the ever-changing compliance requirements of employee benefit plans. We believe that this essential process enables us to perform your audit with the utmost in efficiency and accuracy, and provide a clear picture of the status of your defined benefit or defined contribution plan, employee stock ownership or profit-sharing plan, or health care plan. Our professionals benefit from the latest training in regulatory changes and updates, and will work consistently to ensure that your employee benefit plans always remain in compliance.

We know how important this service is to the well-being of your employees, and we’ll keep you informed every step of the way, always taking the time to answer your questions – no matter how simple or complex. These are a just a few of the challenging benefit plan issues that we deal with on a daily basis:

  • Employee Retirement Income Security Act rules and regulations
  • Valuation of hard-to-value investments
  • Department of Labor and IRS correction programs
  • Assistance with operational, compliance and regulatory matters
  • Common plan deficiencies, best practice recommendations and industry trends


For solid, practical business valuations when engaged in a merger or acquisition, seeking a Small Business Administration loan, or planning an estate with philanthropic provisions, trust the team at Stephano Slack to deliver. Our valuation specialists are experienced in technical accounting procedures in support of financial reporting requirements. We specialize in industry-oriented valuations as well as insightful analysis of business assets, capital structures and investments, all while providing comprehensive and strategic valuation services that meet even the most stringent regulatory guidelines.


At Stephano Slack LLC, we understand that Family Office Assistance is an essential resource, especially for closely held businesses and high net-worth individuals. Our dedicated professionals draw from their expertise in areas ranging from tax to financial planning and estates and trusts to provide a broad scope of family office services including, but not limited to: bookkeeping, cash flow monitoring, investment and debt management, estate planning, and financial analysis and reporting. We’re prepared to skillfully handle everyday aspects of your business and assist in planning for a secure financial future, allowing you to devote more time to other pursuits.

Our client-centered approach to providing family office assistance is based on clear and constant communication, especially with regard to real estate transactions, valuations and estate and succession planning. Our team makes certain that everyone involved is fully aware of the implications of major transactions on the family business and on all participants and stakeholders.


Stephano Slack LLC was founded on entrepreneurial spirit, and we are eager to encourage it in our clients. Our firm offers a variety of accounting, tax and business advisory services, and our experienced professionals will combine them to create a customized service plan tailored to effectively meet the unique needs of your new business. We know from personal experience that starting a business is one of the most exciting and challenging undertakings in life and the costs, setbacks, time constraints and other concerns can make entrepreneurship seem overwhelming at times. We strive to lighten the burden by helping startup companies understand what they need to do to succeed and advising them on the best possible paths and solutions based on our knowledge and experience.

We provide a full range of startup services, including but not limited to: the review and compilation of financial statements, cash flow modeling and projections, software recommendation and implementation, tax planning and preparation of returns, risk analysis, business valuations, and advice on financing options. Contact us for the added support you need to make your startup a rousing success and for planning and advisory services to ensure continued growth far into the future.

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