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Services
Six practice areas, one team. Most clients work with us in more than one, and each engagement is shaped to your size, industry and goals.
Tax Planning & Preparation
Thorough, timely, cost-effective tax work for businesses and individuals, with a plan to keep your liability as low as the law allows.
- Business tax compliance & strategy
- Individual tax planning
- IRS examinations
Assurance, Advisory & Review
Independent assurance that lenders, investors and boards can rely on, sized to what you actually need.
- Compilations & reviews
- Loan reviews & fraud testing
- Forecasts & projections
Outsourced Accounting
Your accounting department without the overhead: statements, reconciliations, payroll and filings handled for you.
- Financial statements
- Payroll & payroll tax returns
- W-2s and 1099s
Audit
Partner-led audits for privately held companies, not-for-profits, government entities and SEC-regulated businesses.
- Financial statement audits
- Internal control review
- Not-for-profit & government
Business Information & Portfolio Management
Turn scattered data into decisions, and align your investment portfolio with your long-term goals.
- Business intelligence roadmap
- Reporting systems
- Portfolio strategy
Business & Economic Development Consulting
Research-driven consulting to plan, fund, run and evaluate projects and organizations.
- Strategic planning
- Market research
- Project management
Talk to a CPA about your situation
Call, email or send a message. The first conversation is about understanding your needs.