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Audit & Assurance
Audit &
Assurance
We have decades of experience performing audits, reviews, and compilations, internal audits, agreed-upon procedures, and due diligence.
Licensing & Royalties
Licensing & Royalties
For companies that license trademarks, copyrights, and other intellectual property, we provide audits, customs enforcement administration, and consultation.
Tax
Tax
We offer expert tax solutions for businesses, partnerships, nonprofits, families, high-net-worth individuals, and settlement funds.
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually adjusted for inflation and haven’t changed since the tax took effect in 2013. So the NIIT is hitting more taxpayers. If your income is near or above the applicable threshold, […]
Audit preparation should begin long before fieldwork starts. Giving your accounting team and external auditor time to address significant transactions, reconcile accounts and assemble supporting documents can help streamline the audit process and avoid financial-reporting delays. Communicate significant developments Internal and external changes may bring opportunities and risks that could affect your auditor’s procedures. Identify […]
If your estate plan includes gifts, bequests or other transfers to grandchildren, great-grandchildren or other beneficiaries decades younger than you, the generation-skipping transfer (GST) tax deserves careful attention. Without proper planning, transfers that skip a generation can potentially trigger a significant federal tax in addition to gift or estate taxes. GST tax rules at a […]
We listen, then we advise. That’s what has made us one of the top certified public accounting firms in the United States.
Our team of trusted advisors is committed to providing professional expertise and common-sense guidance as we deliver accounting, audit, business management, tax, and consulting services.
We want to help you stay compliant, grow, and prepare for the future.
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We Are
Trusted Advisors -
We Are
National Experts -
We Are
Award Winning CPAs -
We Are
Top Rated Business Managers
It starts with you.
We know that the best way to serve our clients is with a smart, productive, and happy team of professionals. You are our best interest.