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- Auditing
- Review
- Compilations
- Forecasts
- Projections
- Expert Witness
- Agreed-upon Procedures
- Income tax and information return preparation for
individuals, corporations, and partnerships
- Assistance in administration of estates and trusts
- Comprehensive income, gift, and estate planning
assistance
- Representation during IRS examinations
- Preparations of requests for rulings and technical
advice
- Tax consultation and reviews relating to
acquisitions, mergers, and liquidations
- Working with plaintiff and defense attorneys in
developing cases for their clients, including expert
witness information
- Payroll services
- Monthly financial statements
- Quarterly tax filings
Management Advisory Services
- Payroll services
- Monthly financial statements
- Quarterly tax filings
- Business valuation
- Cash management and budgeting
- Risk management and insurance
- Education planning and income splitting
- Retirement and financial independence planning
- Estate planning
- Investment planning and asset planning
- Design or modification of internal accounting control
systems to safeguard assets and provide for reliable
financial reporting
- Accounting system design and training of personnel to
administer the system
- Assistance in computer hardware and software vendor
selection including proposal preparation, system
installation, and personnel training
- Consultation on financial forecasts for new business
ventures
- General consulting services such as assistance with
negotiations of loans or asset acquisitions, lease
versus buy analysis, evaluation of insurance plans, etc.
Financial Planning Services
- Cash management and budgeting
- Risk management and insurance
- Education planning and income splitting
- Retirement and financial independence planning
- Estate planning
- Investment planning and asset planning
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