Audits & Assurance

Audit, Review & Compilation Services — Trusted Financial Reporting for Businesses Accurate financial statements build credibility with creditors, investors, and

Audit, Review & Compilation Services — Trusted Financial Reporting for Businesses

Accurate financial statements build credibility with creditors, investors, and stakeholders. We provide the full spectrum of CPA‑certified reporting services—compilations, reviews, and audits—so you get the right level of assurance for your business goals.

Our services

  • Compilations: Financial statements prepared from your records without verification. Useful for internal management and third‑party distribution when limited assurance is acceptable.
  • Reviews: Limited assurance through inquiry and analytical procedures. Includes interviews with key personnel and a review report to increase stakeholder confidence.
  • Audits: Highest level of assurance performed in accordance with GAAS. We test controls, verify balances, and perform substantiation procedures to issue an auditor’s opinion.

Which service is right for you

  • Compilation: Choose when you need financial statements prepared cost‑effectively and don’t require assurance testing.
  • Review: Choose when moderate assurance is needed without the expense of a full audit.
  • Audit: Choose when lenders, investors, regulators, or stakeholders require the highest level of assurance.

Why work with us

  • Experienced CPAs and auditors who tailor the engagement to your industry and size
  • Practical recommendations to strengthen controls and improve financial reporting
  • Efficient processes to limit disruption to your operations

Ready to proceed?

Whether you need a compilation, review, audit, or help deciding which level of assurance is appropriate, contact us via the form below to schedule a consultation.

Ours services includes

Federal Tax and State
  • Dedicated CPA: A single point of contact to manage your company’s tax needs.
  • Federal& state income tax: Preparation and filing for all applicable jurisdictions.
  • Tax planning: Proven strategies to minimize tax liability and improve cash flow.
  • Entity selection & structuring: Guidance on S‑Corp, C‑Corp, LLC choices and reorganizations.
  • On‑call tax advice: Year‑round access to tax professionals for timely guidance.
  • Secure electronic storage: Encrypted storage for all tax documents.
  • State& local tax consulting: Incentives & credits, employment tax analysis, property tax, and sales & use tax strategies.
  • Sales tax compliance: Accurate sales tax calculations and filing.
  • Sales tax compliance: Stay ahead of changing State sales tax rules with nexus tracking
  • Cross boarder tax compliance: Tax reporting for US person cross boarder transaction.
  • Foreign tax credits: Avoid double taxation for US taxpayer 
  • Transfer Pricing: Ensure transactions between related entities in different counties are priced at “arm’s length”.
  • Tax accounting support: Quarterly/annual filing support, provision calculations, and ASC 740 analysis (valuation allowances, outside basis differences, indefinitely reinvested earnings, fixed asset reconciliation, share‑based payments, uncertain tax positions).
  • Transaction advisory: Tax accounting for acquisitions, dispositions, IPO readiness, carve‑out provisions, and fresh start accounting.

Future-focused technology powered by human insights helps you move forward with confidence.

Take charge of change and step into the future with the strength of our team supporting your goals.

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Inform your next step with our analysis of today's key drivers of change:

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Trusted CPA Services for
Every Stage

Tax & Advisory

Proactive tax planning, preparation, and compliance to minimize liability and support long-term strategy.

Accounting & Bookkeeping

Accurate, timely bookkeeping and financial reporting to keep your records audit-ready and decision-ready.

Business Solutions

Outsourced finance, controllership, and managed systems that streamline operations and boost profitability.

QuickBooks Services

Setup, cleanup, customization, and ongoing support to make QuickBooks work for your workflow.

Payroll

Reliable, compliant payroll processing that reduces costs and administrative burden (typical savings 20–30%).

Resources

Financial calculators, Client Portal, SecureSend, and tools to simplify collaboration and self-service.

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (855) 928-2745

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