Periodic and regularly scheduled examinations of your business processes and record keeping duties will provide assurance that business goals and associated tasks are being completed in a systematic manner. Our extensive audits will evaluate the adopted company policies and supporting processes, while confirming the accuracy of underlying data and final financial results.

Our knowledgeable professionals will assist you in organizing and processing the day-to-day tasks associated with your bookkeeping duties. By establishing a detailed chart of accounts that provides growth and flexibility your business operations will run more efficiently with the well-organized, automated financial record keeping system that is deployed as a foundation to your company's order processing system.

For our high net worth clients and established family offices, we complete the detailed preparation of estate planning tasks which serve as a management directive of a designated trust or individual/group asset base in the event of some form of incapacitation or untimely death of a key administrative figure. Our efficient framework for organizing assets and identifying beneficial interests provide instructional guidance to draft required disclosures and employ the use of portability elections and valuation discounts when necessary.

While working extensively with clients, our professionals prepare monthly and quarterly financial statements to assist companies in meeting their regular reporting requirements. Reports that are regularly prepared and reviewed with clients include income statements for measuring profit and loss of primary and secondary assets; statement of retained earnings detailing the distribution of company profits; an easy-to-follow balance sheet illustrating a firm's financial position; and a cash flow analysis of operational entities during multiple business periods.

Online marketplaces and multi-national corporations have introduced accounting issues related to the processing and repayment of sales and usage tax. Through comprehensive audits, our consultants will identify and resolve exposure and overpayments resulting from sales and usage tax issues. We protect clients during mergers and acquisitions by supplying guidelines and rulings for taxing jurisdictions which include tasks for completing prompt payments and obtaining overpayment reimbursements.

All stages of the merger and acquisition process offer challenging and complicated evalution periods. Due diligence is a required step to ensure that all relevant information collected is accurate so well-informed decisions can be made related to resource deployment. Often companies have a difficult time adjusting the accounting mechanics used to track performance levels of profit centers and subsidiaries and turn to our professionals to provide both snapshot and detailed financial data.

In order to optimize your company's financial position a comprehensive tax strategy should be deploy throughout a corporate accounting system. By legally minimizing client's obligations, we are able to achieve tax advantages for companies that mirror the growth cycles of their business sector and industry type. We are able to help growing businesses distribute their products on a global scale without negatively impacting their tax payment schedules.

Our certified accountants and professional staff members provide trustworthy, uniform financial guidance while preparing tax documents for corporations and high-net worth individuals. In providing long-term assistance to businesses and individual clients, our tax accountants are qualified to represent clients in providing solutions that minimize and abate the excessive obligations associated to the tax obligations of your earnings.