• Assurance
    Ever-evolving.

    Feel confident that our experts are on top of the complex and evolving nature of financial reporting.

    Accessible.

    Get national, Big Four experience with the high-touch approach of a smaller firm.

    Exceed expectations.

    Go beyond audits to unlock insights, operational efficiencies and growth.

    Superior quality.

    Present your financial statements to third parties with absolute confidence.

    On-time, on-budget.

    We take a uniquely collaborative, efficient approach—so you’ll never miss a deadline.

     

    Our team of assurance professionals have broad experience performing financial statement audits, reviews, and
    compilations for clients in numerous industries including:

    • Retail
    • Apparel
    • Manufacturing
    • Technology
    • Advertising
    • Real Estate
    • Finance
    • Hospitality & Restaurant
    • Healthcare
    • Professional Service Firms
    • Non-Profit Organizations
  • Agreed Upon Procedures
    Tailored engagement.

    From controls testing to preparing for sale, we address your unique concerns.

    Better outcomes.

    Work with a team who listens and understands your needs—for a properly-designed AUP.

    Industry expertise.

    Our knowledge of your business and industry gives us the upper hand in performing quality AUPs.

     

    Some situations require us to concentrate only on specified areas, resulting in a tailored engagement. We evaluate specific accounting records and help clients identify the appropriate agreed-upon procedures to reach desired outcomes, including:

    • Testing compliance with licensing & royalty agreements
    • Calculating internal rates of return & other business metrics
    • Confirming specified information with third parties
    • Verifying work performed by others
    • Reviewing documents to confirm transactions
    • Evaluating of mergers or acquisitions
    • Evaluating Internal controls
    • Meeting banking requirements for lending
    • Advising on best practices for start-ups or scale-ups
    • Performing income tax provisions
  • Tax & Tax Planning
    Seamless automation.

    Get personal, corporate and partnership tax returns filed promptly and professionally.

    Maximize ROI.

    Maximize returns on property & asset sales with expert negotiation, analysis and strategy support.

    Up to date with changes.

    We’re across the changing tax code, so you’re up to date with relevant changes.

    Proactive planning.

    Worry less with personalized tax planning that gives you clear, actionable strategies that mitigate liabilities.

    Legacy planning.

    Pass on the fruits of your labor to the next generation with tax-efficient legacy planning.

     

    ​We meet and optimize tax obligations to preserve wealth, including:

    • Reviewing asset portfolios for individuals, corporations, pass-throughs, estates, and trust tax
    • Navigating tax code changes and adapting strategies to reduce tax burdens
    • Increasing shareholder value through structuring, planning, growth, and succession

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Practical insights for business leaders navigating the rapidly-evolving marketplace.

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