In our primary role as independent auditors, we provide a written opinion regarding the fairness of an entity’s financial statements. We follow procedures that comply with generally accepted auditing standards in the United States.

Specifically, we provide:

• Financial Audits
• Reviews
• Compilations
• Legal/Regulatory compliance – including ERISA audits
• Budgeting
• Cash flow management
•  Forensic accounting services

SEC and Sarbanes-Oxley

Our firm is a member of the Public Company Accounting Oversight Board (PCAOB) enabling us to give audit and review opinions of SEC registrants and public companies.

Personal Financial Planning

Through our contacts in the industry, we are able to help our clients with a unified approach to financial planning by directing them to appropriate resources.

Effectively managing tax liability is a primary concern for most companies and individuals. We address this financial priority through a full range of services designed for the special needs of domestic and foreign businesses and individuals, as well as for nonprofit organizations and trusts.
Our tax department is staffed with experienced professionals, all of whom have an advanced degree in taxation. Each of our talented staff reviews their clients throughout the year to ensure that timely tax planning measures are implemented. We also keep our clients current by issuing letters highlighting new developments in taxation that may be relevant to their specific circumstances.
We work closely with our clients to provide the superior tax planning, compliance, investment, and financial planning services that enable them to enhance the success of their business and personal affairs. We are well versed in the latest computer technology, and utilize tax-planning programs to develop strategies that minimize clients’ tax liabilities and maximize cash flow.
The tax services we offer include:

• Complete tax planning assistance
• Compensation planning
• Estate planning

• Preparation of returns at all governmental levels:
• Corporate
• Partnership
• Individual
• Fiduciary
• Gift
• ERISA
• Not-for-profit
• Preparation for IRS conferences and state and local appellate protests
• Representation before IRS and other tax authorities
• Business evaluations for private business
• Outsourcing of tax-related functions

While these services might be relevant to the needs of most clients, we also meet the specialized needs of the following organizations and individuals:

• Foreign operations and investments by U.S. companies and individuals
• U.S. based affiliates of foreign companies
• Expatriate tax compliance for both U.S. residents and non-residents

Our firm’s extensive experience with a number of additional business functions is also available to our clients on a consultative basis.

Areas in which we have particular expertise include:

• General management
• Financial management
• Operations management
• Computer systems
• Regulatory consulting
• Treasury function management for U.S. based subsidiaries of foreign companies
• Litigation
• Financing
• Inventory management and control