We offer a full range of tax compliance services for individuals, businesses, trusts, and estates, as well as tax planning and consulting. From our perspective, preparation of one year’s return is the beginning of the planning phase for the subsequent year.
We create prepared, compiled and reviewed financial statements, including all required accounting and bookkeeping. While these activities typically occur at the end of each year, we prefer to be involved with our clients throughout the year. Our process is efficient and timely with no year-end surprises for the client or us.
Audits and Agreed Upon Procedures
We perform financial statement audits and agreed upon procedures for a variety of industries including privately held companies, nonprofit organizations, churches and water systems. We also perform audits of employee benefit plans.
Consulting and Management Advisory
We can help with business management consulting, litigation support services, business valuation issues, and direct communication with banks, attorneys, and other service providers on behalf of our clients.