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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“O, the difference of man and man!
To thee a woman’s services are due.”
—William Shakespeare (1564–1616)
“We now in the United States have more security guards for the rich than we have police services for the poor districts. If you’re looking for personal security, far better to move to the suburbs than to pay taxes in New York.”
—John Kenneth Galbraith (b. 1908)
“The community and family networks which helped sustain earlier generations have become scarcer for growing numbers of young parents. Those who lack links to these traditional sources of support are hard-pressed to find other resources, given the emphasis in our society on providing treatment services, rather than preventive services and support for health maintenance and well-being.”
—Bernice Weissbourd (20th century)