At-A-Glance

• Assurance Services

  Financial Statement Audits • Financial Accounting and Reporting Controls • Public Offerings and SEC Compliance • Government Auditing Standards and Single Audits • ERISA Compliance • Financial Statement Reviews and Compilations • Regulatory Compliance • Contractual Requirements • Internal Policies • Agreed Upon Procedures Engagements
  
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• Tax Services

  Tax Return Preparation • Tax Reporting • Consulting • Tax Planning • General Business Operation • Business Transition Consulting • Business Acquisition and Sale Consulting • Investment planning • Cash Flow Planning • Life Goal Planning • Risk Management Planning (Insurance) • Retirement Planning • Family Transition Planning • Charitable Gift Planning Learn More ››

• Financial Institutions

  Financial Statement Audits • Directors Examinations and Supervisory Examinations • Internal Audit • Loan Review • Compliance • Employee Benefit Plans • Tax Services • Mergers & Acquisitions • Business Valuation • Dodd-Frank Act • Accounting Advisory • Outsourced CFO/Controller • Board, Executive and Employee Training Learn More ››

• Business Valuation

  Estate and Gift Tax Compliance and Planning • Divorce • Partner Disputes • Buy/Sell Agreements • Charitable Contributions •Disruption of Business • Financing • Goodwill Impairment • Income Tax Compliance and Planning • Initial Public Offerings • Liquidation • Reorganization • Mergers and Acquisitions • Sales • Succession Planning Learn More ››

• Litigation Support

  Commercial Litigation Support • Family Law Litigation Support • Business Valuation • Expert Witness Testimony • Financial Analysis • Shareholder/Partner/Trustee Dispute Support Learn More ››

• Employee Benefit Plans

  401(k) Plans • 403(b) Plans • Pension Plans • 11-K Filings • ESOPs • Health and Welfare Plans • Return Preparation (Forms 5500, 8955-SSA, 720, etc.) • Late Filing Assistance Learn More ››

• Advisory

  Outsourced CFO/Controller Services • Debt Capacity Analysis • Turnarounds of Distressed Organizations • Cash Flow Forecasting • Mergers and Acquisitions • Strategic Planning and Forecasting • Financial Reporting • Work-out and Receiverships • Fraud Examinations • Detailed Consolidations • Audit Schedule Preparation • FAS 109/ASC 850 Calculations • Account Reconciliations • Bookkeeping • Payroll/Payroll Tax Filings • Asset Recordkeeping • Quickbooks Training and Support • Accounts Receivable • Accounts Payable • Tax Return preparation • Sales and Use Tax • Personal Property Tax • Investment Trackingperty Tax • Investment Tracking Learn More ››

• Service Organization Control Audits – SSAE 16 SOC 1, SOC 2 and SOC 3 reports • Sarbanes-Oxley (SOX) 404 • IT Audit • Outsourced Internal Audit • Network Attack and Penetration • Compliance • Examinations • Fraud Reviews • Agreed Upon Procedures Learn More ››

• Disciplined Investments

  Asset Management • Financial Planning • Defined Contribution Plans • Executive Planning • Legacy Planning • Charitable & Planned Giving Strategies • Retirement Planning • Sudden Wealth • Social Security Planning • Insurance Consulting • Education Funding • Investment Advice/Education • Estate Planning
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