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Springline Advisory, LLC, is not a licensed CPA firm. Its affiliate entities, which are also not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Springline Advisory, LLC and its affiliates operate in alternative practice structures with independent licensed CPA firms in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Those independent CPA firms provide attest services to their clients.

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Contact Us

Tax
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Actuarial Consulting
Business Valuation
Economic Development
Forensic Accounting & Litigation Support
Insurance Advisory & Regulatory
Succession Planning
Technology Solutions
Transaction Advisory

Agreed-Upon Procedures
Compilation & Review Services
Employee Benefit Plan Audits
Financial Statement Audits
HUD Compliance
SOC Reporting

Fractional CXO Services
Accounting Services
Interim, Operational, & Project Execution Services

Business Tax Services
Federal Tax
State & Local Tax
International Tax
Nonprofit Tax
Gift, Trust, & Estate Tax
Affordable Housing & Historic Tax Credit

Architecture, Engineering, & Construction
Energy & Utilities
Financial Services
Food & Beverage and Hospitality
Healthcare
Insurance
Manufacturing & Distribution
Professional Services
Nonprofit, Government, & Education
Real Estate
Retail & Consumer Goods

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Sheri Fiske Schultz on AI, Private Equity, and Building a National Forensic Practice in Fort Lauderdale

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Welcome to the new Springline Advisory!

Our site has been refreshed with enhanced service offerings, richer industry insights, and expanded team information.

If you’ve been redirected from MarksNelson or BGBC, those brands have been sunset as part of our transition to Springline Advisory—while our name has changed, our commitment to you has not.

Explore what’s new—we’re glad you’re here.