Accounting & auditing advisory services

• Internal control evaluations

• Agreed upon procedures

• Forensic audits

• Expert witness

• Personal financial statements

• Trend reports

• Systems design

• Grant accounting

• Consultations

Tax advisory services

• Tax planning

• Estate planning (estate planning checklist)

• Audit representation

• Benefit plans

• Employee Stock Ownership Plans (ESOPS)

• Nonprofit compliance

• Retirement plan design

• Research

• Tax projections

• Strategic planning

• Applications for exempt status

Business advisory services

• Information systems

• Budgeting

• Health savings account (click for more information)

• Forecasting

• Strategic planning

• Organizational management

• Contract review

• Benchmarking

• Financing

• Buy/sell arrangements

• Real estate development

• Personnel evaluations

• Mergers and acquisitions

• Business dispositions

• Succession planning

• Internal auditing

• Revenue maximization

• Wealth preservation