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Accounting & Auditing Services |
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Audits, reviews, and
compilations of financial statements |
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Monthly,
quarterly, and annual reports |
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Accounting procedures and controls |
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Forecasts and projections |
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Internal control evaluations |
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Contractual compliance and attestation
engagements |
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Accounting and payroll support |
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Bookkeeping services |
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Sales tax returns |
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Financial Planning |
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Analysis of current financial position |
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Development of individual’s financial objectives |
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Cash management and budgeting |
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Retirement and financial independence planning |
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Risk management and insurance analysis |
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Education planning |
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Trust and estate planning and compliance |
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Asset management and investment planning
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Financial issues of marriage and divorce
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Financial counseling for upper level management
employees |
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Asset Protection |
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International Tax Services |
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U.S. expatriates/inpatriates |
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U.S taxation of resident/non-resident aliens |
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U.S taxation of foreign controlled entities |
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Litigation Support |
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Assist with litigation strategy |
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Financial analysis of potential settlements |
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Expert witness |
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Management Advisory/Business Consulting |
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Strategic and long range planning |
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Cost reduction and profit improvement plans |
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"What if" analysis |
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Forecasts, budgets and projections |
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Ratio and trend analysis - sales, expenses, cash
flow |
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Financial needs assessment |
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Expansions, goals, state regulations |
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Evaluation of financing alternatives |
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Bankruptcy, reorganization, and liquidation |
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Business valuations |
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Mergers and acquisitions |
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Lease/purchase analysis |
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Staffing financial personnel |
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Strategic Planning |
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Simulation modeling |
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Customer acquisition methods |
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Market immersion strategies |
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Succession Planning |
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Stock option plans analysis |
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Stock purchase/redemption plan assessment |
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Life insurance arrangement analysis |
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Tax
Services |
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Tax research and planning |
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Business and personal tax return reparation |
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Business and personal income tax planning |
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Entity selection |
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Tax accounting methods election |
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Employee benefit plan compliance |
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Accounting, tax preparation and planning for
estates and trusts |
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Representation before the IRS and other tax
authorities |
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Technology Consulting Services |
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Information technology needs assessment |
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Hardware and accounting software selection |
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Installation and training |
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Ongoing support services |
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