Assisting businesses, not-for-profit organizations and individual clients in complying with tax and financial statement integrity requirements. Compliance services include the preparation of tax returns and the performance of financial statement attest functions. Attest services include financial statement audits, reviews and compilations.
Providing tax advice and business strategic assistance to clients. Consulting services include tax consultation and planning, business organization and start-up advice, strategic planning for small businesses and not-for-profit organizations, not-for-profit Board governance consultation, and meeting facilitation leadership.