Audit & Assurance Services
Professional services organizations are often faced the daunting task of keeping overhead costs in check, while maximizing operating income. Let our team of industry experts that stay on the cutting edge of relevant policies guide you to a successful bottom line. Whether you are an engineering firm, law firm, consulting firm, our team of experts can help you maximize efficiencies with minimal cost.
Our services are tailored to address the risks and needs of your organization. We use an integrated approach with our various teams and company management to provide solutions that fit your company at a reasonable rate that often go unmatched. Our service team members will meet with you through-out the year to keep things running seamlessly.
Audit and Assurance services we provide:
- Financial statement audits, reviews and compilations
- Agreed upon procedures
- Internal audit services
Our tax team is an integral piece to all of our services provided to our clients. Our tax leadership has over 25 years of experience and has a depth of tax knowledge and industry specialization often not provided by a boutique firm.
Tax services we provide:
- Federal, state and local preparation
- Tax planning and compliance, including AMT
- Tax allocations
- Tax structuring
- R&D tax services
- IRS examination representation
- …..and more
At times the need for consulting services will arise with all entities. Often times we are called in to perform services because of independence rules forbidding other firms from performing such services.
Consulting services we provide:
- Financial and operational due diligence
- Cash flow projections and analysis
- Policies and procedures development
- Review of partnership agreements
- Merger and acquisitions
- ….and more
To learn more about our Financial Services practice and the value proposition we can offer you, contact Rick Wilkens at firstname.lastname@example.org or 708.629.7986.