FINANCIAL SERVICES

About Financial Services

 

We prepare and issue financial statements that may cover audits, reviews or compilations. Sometimes, your bank may require special financial statements such as forecasts and projections or a personal balance sheet. Whatever the requirement, our accounting services can be tailored to meet your needs.

  • Audits

  • Financial statements

  • Reviews

  • Compilations

  • SOX 404 compliance

  • Internal controls documentation and testing

  • Employee benefit plan audits

  • Forecasts/projections

  • Personal financial statements

  • Special reports

  • Title agency reviews

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Latest Blogs


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How Your Nonprofit Can Use AI Effectively

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Close-Up on Pass-Through Entity Tax Laws

At the start of 2024, three dozen states and New York City already had pass-through entity taxes (PTETs) on their...

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Services We Provide

 

Industries We Serve

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