Primary Services:

Audits, Reviews and Compilations

When you need clarity, you need an audit, a review, or a compilation:

Audits · We’ll take an intensive, independent look into your financial statements, and verify that everything is in order.

Reviews · Less intensive and less assurance than an audit, but sufficient for most businesses and their creditors.

Compilations · Great for providing a snapshot of your organization’s annual or quarterly financial data.

Forensic Accounting

When you need accounting that will stand up in a court of law. When a legal problem looms on your organization’s horizon, we can support your attorneys by investigating and documenting financial crimes like fraud or embezzlement. Through our damage measurement methods, we can help you determine the extent of financial loss, and detect illegal accounting practices.

Financial Statements

Sound management decisions rely on sound information. That’s where we can help. We will prepare records outlining your organization’s financial activities as clearly and succinctly as possible. We’ll start with your accounting journal and ledger, assume that they’re all accurate, and generate the statements that you need to make the best-informed decisions.

Financial Forecasts & Projections

Cash Flow & Budgeting Analysis

Tax Services

Tax Planning & Preparation

IRS Representation

Estate & Trust Tax Preparation

Consulting Services

Business Consulting


Secondary Services:

Litigation Support

Draw on our experience calculating and documenting the extent of damages so your attorneys have the solid numbers they need for their arguments.

Employee Benefit Plans

Don’t get overwhelmed by the accounting and taxes implications of providing benefits to your employees. We can help you develop, implement, and even administer your plan.

Expert Witness Services

Supporting or refuting courtroom evidence can make the difference in litigation. Apply our tested, trusted expertise to your legal needs.

Asset Protection

International Taxation

Accounting Software Selection & Implementation

Business Succession Planning

Business Valuations

Buying & Selling a Business

Fraud Prevention & Detection

Management Advisory Services

Business Entity Selection