Important Links
- Kenneth E. Boulding
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“Accounting for the most part, remains a legalistic and traditional practice, almost immune to self-criticism by scientific methods.”
Industries
Our industry expertise enables us to
help our clients thrive.
APPAREL
CONSTRUCTION
FINANCIAL
SERVICES
MANUFACTURING
RETAIL & DISTRIBUTION
MEDIA &
ENTERTAINMENT
MEDICAL
PRACTICES
PROFESSIONAL
SERVICES FIRMS
REAL
ESTATE
RELIGIOUS
ORGANIZATIONS &
FOUNDATIONS
RESTAURANTS
FOOD & BEVERAGES
RETAIL &
CONSUMER PRODUCTS
TECHNOLOGY
01
Accounting
Services
We assist clients with all aspects of recordkeeping, accounting, and preparation of financial statements.
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Bookkeeping / Write-up
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Payroll and sales taxes
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Payroll tax and sales tax return preparation
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Accounting assistance
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General ledger review
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Business start-up consulting and business formation
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Business wind-up consulting and business dissolution
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General business consulting
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Income tax preparation and compliance
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Income tax planning and consulting
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Monthly, quarterly, and annual financial reporting statements
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Business management
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Financial statement audit, reviews and compilations
02
Tax
Services
We assist clients in all aspects of Tax Services. We ensure compliance and peace of mind for our clients.
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Services for Individuals
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Tax compliance and planning
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Tax return preparation
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Personal income tax planning
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Estate, trust and gift tax planning
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Financial planning
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Tax services for U.S. citizens abroad
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Tax planning, including analysis of foreign tax credits, foreign earned income exclusion, dual residency filing
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Recipients of foreign gifts
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Preparation of U.S. federal and state income tax returns for expatriates
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Preparation of Report of Foreign Bank and Financial Accounts known as the FBAR
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Representation before tax authorities (IRS, Franchise Tax Board and Other state & local tax agencies)
Services for Businesses
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Business formation and business dissolution
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Bookkeeping/Write-up/Financial Statement Preparation
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Payroll
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Sales and payroll tax return preparation
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Income tax return planning
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Income tax return preparation
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International tax planning
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Representation before tax authorities (IRS, Franchise Tax Board and Other state & local tax agencies)
03
Assurance
Services
We assist clients with all aspects of Assurance and Audit Services. We are current on the latest regulations and rules to ensure compliance and peace of mind for our clients.
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Audits performed in accordance with Generally Accepted Auditing Standards (GAAS)
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Reviews
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Compilations
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Accounting assistance
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Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP)
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Agreed-upon procedures
04
Consulting
Services
We assist clients in all aspects of Consulting Services. Our firm works extensively with executives of closely held, family owned, and emerging companies. Our broad business experience allows us to provide valuable input to management from the start of the business through its sale or succession. Our creativity and our business knowledge base are priceless to the success of our client’s projects.
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Litigation Support
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Due Diligence
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Financial Analysis
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Financial Statement Preparation
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Tax planning, compliance, and advisory services to consider your consider your complete tax picture and help you reduce your taxes and/or defer tax consequences
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Working with insurance professionals to analyze your insurance needs
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Working with attorneys and financial advisors to assist your business and financial needs