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Services

A Partial List of Services We Provide:

  • Independent Audits of Financial Statements including for-profit entities, non-profit and governmental entities, yellow book and single audit, cost audits under Federal Acquisition Regulations (FAR) using AASHTO audit guidelines, benefit plans - 401(k) and ESOP
  • Reviews and Compilations of Financial Statements
  • Tax Return Preparation
  • E-Filing of Tax Returns
  • Bookkeeping Services
  • Municipal Bookkeeping Services and Consulting
  • Representation with Federal, State and Local Taxing Authorities
  • Personal Financial Planning
  • Business Financial Consulting and Tax Planning
  • Management Consulting
  • Computer Consulting
  • Estate Planning

 

Our extensive experience in municipal debt issues includes:

 

  • Participation in Drafting Legal Documents
  • Examinations of Trustee Records
  • Refunding Verifications
  • Arbitrage Rebate Calculations