Often, an organization will have the need for an independent CPA to perform specific procedures to certain aspects of their financial operation when a full audit or related services are not deemed necessary or required. These services may include the review and evaluation of an organization’s internal controls, assistance with the budget process, and forensic accounting services, among others.



Compilation, Review and Financial Statement Preparation

Income Tax and Information Return Preparation

Agreed-Upon Procedures

Payroll and Sales Tax-Related Filing and Services

Tax Planning and Consulting

Business Accounting

Employee Benefit Plan Reporting and Filings

Estate and Trust Planning

Federal Acquisition Regulation (FAR) Audit Services

Management Advisory and Valuation Services

Retirement and Succession Planning

Forensic and Fraud Investigation