Businesses
For closely-held businesses of all sizes, we offer a wide variety of
tax, financial statement services (audit, review, or compilation) and consulting
opportunities.
We often begin with start-up ventures, consulting on most advantageous legal form for the
business to take, designing a chart of accounts, screening potential bookkeepers and
providing advice on various other issues. We offer computer
consulting services for start-up and existing businesses. Growing businesses
often utilize our controller services.
Our services continue throughout the business cycle, including
succession planning and sales of businesses. At various stages, it is useful to have
a business valuation performed.
Individuals
For individuals, we provide tax planning and
preparation, estate planning and personal financial planning. Our goal is help
our clients maximize wealth, minimize taxes and meet their financial goals.
Local Governments
Our licensed municipal auditors provide reviewed
and audited financial statements for a wide variety of cities,
counties and special districts. We also provide consulting on budget and grant
compliance issues and analyses of internal controls.
Nonprofit Organizations
In addition to compilations, reviews and audits of various nonprofit
organizations, we provide tax services, assistance with applications
for tax-exempt status, internal control evaluation and recommendations. Our general
consulting practice concentrates budgeting, unrelated business income taxes, fiduciary
responsibilities and specialized accounting procedures. We serve public charities as
well as private foundations and are qualified to audit organizations receiving federal
funding.
Trusts and Estates
We offer tax planning and preparation for trusts and estates,
including annual accounting and tax services and coordination with
attorneys and bankers.
Planning usually begins with an analysis of an individual's assets
and needs for the future as well as goals for caring for beneficiaries and philanthropic
activities. An important aspect of planning in these changing times is evaluating
the likelihood of changes in estate tax law. Although many tools will remain useful
in estate planning (revocable and irrevocable trusts, wills, etc.) many current estate
planning techniques need to be revisited in light of potential changes in the law.
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