Services
Accounting and Auditing
- Financial Statements and Reporting Requirements
- Forecasts and Projections
- Agreed-Upon Procedures and Other Attestation Engagements
- Personal Financial Statements
- SOX 404
Business and Individual Tax Services
- Annual Compliance and Planning
- Federal and State Credit Programs
- Multi-state or International Issues
- Succession Planning
Business Valuations/Mergers and Acquisitions
- Business Purchase, Sale, Dissolution
- Distribution of Estate and Trust Assets
- Credentialed Valuation Resources
- Financing Options
- Contract Negotiations
- Marital Dissolutions
Estate and Personal Financial Planning
- Charitable Remainder Trusts
- Insurance Strategies and Needs Analysis
Debt and Equity Financing
- Due Diligence Procedures
- Public/Private Offerings
- SEC Regulation Compliance
Qualified Plan Audits and Administration
- 401(k) Plan Administration and Audits
- Plan Adoptions, Updates, and Terminations
- Audits via ERISA, DOL, IRS
- Approved Regional Prototype
Specialized Services
- Litigation Support and Forensic Accounting
- Enterprise Zone Qualification
- International Tax, Disclosure and Transaction Issues
- Feasibility Studies
- Informational Surveys
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—Elizabeth M. Gilmer (1861–1951)
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—Michel de Montaigne (1533–1592)