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What our clients are saying

Sanders Morris Harris Group Inc.

Primary Business: Security Brokers & Dealers

Description: Sanders Morris Harris Group offers asset management, mutual funds, investment banking and other financial services. They have over $10 billion of assets under management on behalf of corporations, institutional investors and private clients. Their investment banking group provides advisory services, public offerings and private placements of securities to middle-market firms with a focus on the energy industry. Sanders Morris has 65 offices in 20 states.

Sales: $ 185 million (2007)

Net Income: $ 5.1 million (2007)

Employees: 617

Ken Hamilton
Director of Taxation

With the compliance burden we have here, it’s hard to keep up with all the little nuances in some of the states we have to file in. I was attracted by the idea that Ashland would come in and do the work on a contingency basis. If they didn’t find anything, there was no fee to be paid. They said it wouldn’t take up a lot of my time and it didn’t. All they asked to do was to come in and look at the returns. It really worked out well.

They found us a significant refund so we were very pleased.

 

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