As a full-service accounting firm with a significant litigation and forensic accounting division, our firm is divided broadly into two departments:
Tax and Assurance Services Department, , which offers:
Business Valuation and Litigation Services Department, , which offers:
This division is not rigid; one department supports the other. Since we take a team-oriented approach, the two departments work closely together to provide our clients with the best possible results. A more detailed description of our services follows. Since we constantly strive to increase our professional depth, our staff and partners strive to master new things every day. If you are interested in a specialized service you don't see, please contact us.
Tax and Assurance Services Department
Business Advisory and Management Services
New, growing and mature businesses face financial and operating challenges daily. Our expertise in this area includes business plan development and operational reviews.
We also provide services in market assessment and analysis, financial projections and forecasts, cash management, succession planning, budget analysis and trend analysis such as sales, expenses and cash flow.
Bookkeeping and Payroll
Our firm provides full-charge bookkeeping services such as general journal maintenance, bank statement reconciliations, and receivables and payables tracking and analysis, as well as the preparation of monthly or quarterly balance sheets and income statements.
We offer complete payroll services, including the preparation of federal and state quarterly and annual payroll tax returns and sales tax returns.
Tax and Assurance Services
Tax
Tax services include the preparation of federal and state income tax returns for all business, not-for-profit organizations, and personal entities including individuals, estates, trusts, partnerships and corporations as well as business and individual tax planning and consulting.
Our tax planning service goes far beyond filing a tax return. We will assist new businesses with basic ownership options and the tax consequences and guide growing businesses through year-end planning and projections. We offer a broad range of consulting services that include evaluating material transactions, mergers and acquisitions, international taxation strategies, and estate and trust planning.
Assurance and Related Services
Services in this category include audit, review and compilation of business and personal financial statements. We prepare GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business's full profit potential. We also assist in the preparation and review of budgets, forecasts and projections on a case-by-case basis.
Through the utilization of automated audit and accounting software and extensive planning, engagements are completed in an efficient and timely manner.
IRS Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS to help reduce your tax liabilities.
Business Valuation and Litigation Services Department
Business Valuation
Successful results often hinge on the most trustworthy, thorough valuation of a business or other enterprise. That is why we emphasize continuing education and professional depth among our partners and staff. We are mindful of the complexities and nuances in valuing closely-held businesses, and bring our expertise to bear in each business valuation engagement.
The valuation of a closely-held business requires more than the application of a simple rule-of-thumb formula. All aspects of the subject company need to be considered as well as consideration of economic, industry and other outside factors that may increase or decrease the value of the entity.
Our trained valuation analysts have the qualifications and experience to value a business for a variety of purposes, including the purchase or sale of a business, divorce of an owner, estate and gift matters, business and contractual disputes, eminent domain condemnations, and to assist in financing.
Litigation Services
Our firm's litigation services department provides professional services to participants in the legal process. These services include forensic accounting, fraud detection and prevention, assistance with discovery matters, consultation, and expert witness testimony. We provide litigation services in both federal and state courts in a wide variety of cases including brokerage fraud, shareholder disputes, class action litigation, personal injury, marital dissolution, contract claims, business damages, lost profits, business and contract disputes and criminal cases.
Our clients include both litigants and attorneys, and our services are provided both before the inception of and throughout the course of litigation. We are regularly retained in civil, criminal, and family law (divorce) matters, and often participate in the development of pleadings and in the discovery process.
Fraud-related Engagements
Our staff includes five Certified Fraud Examiners who are involved in fraud detection and prevention engagements. Such engagements include evaluation of an organization’s internal controls, identification and measurement of frauds, and implementation of procedures that will reduce the risk of falling victim to fraud schemes in the future.
Past fraud engagements have resulted in successful recoveries in both civil and criminal actions.
Expert Witness Engagements
Expert witness engagements include any situation where a member of the firm renders a professional opinion in deposition or at trial. The expert's opinion and work product are subject to discovery and are open to cross-examination.
Litigation Consulting Engagements
In litigation consulting engagements, our firm is typically retained by the attorney and all work product and opinions are privileged (the opposition doesn't get to see it) and are provided solely to assist the attorney in the legal handling of the case.
