Solutions

May Include

Audits, reviews, compilations, and preparations

Exams, reviews, and agreed upon procedures

Internal and forensic audits

Litigation support

Wide variety of industries

Our approach to audit and assurance services leverages the latest in technology. Our approach takes best use of data analytics and AI, integrating these resources into the audit process to streamline procedures results in an efficient audit and timely results. In addition, our partners...Read more.

May Include

Tax prep for individuals, businesses, nonprofit organizations, trusts, and benefit plans

Retirement plan structuring, setup, and administration

Deferred compensation structuring

Keyman life insurance policies

Additional planning to minimize taxes and maximize your profits

Taxes are constantly evolving on both a Federal and State scale. Being able to identify and help you plan for those changes is paramount to our tax services. We understand that most financial decisions and transactions made in one’s personal life, as well as, business has a tax...Read more.

May Include

Monthly bookkeeping, reconciliations, and GET filings

Payroll processing and filings

Outsource Controller services

Outsource CFO services

Our accounting solutions are designed to provide you with the piece of mind that your books and records are kept up to date and are auditable. We use the latest in technology including RPA and AI to ensure consistent accuracy in your Company's books. In addition to technology, a CPA...Read more.              

Select a service to learn more

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Paul Helfer

Dustin Verity

Alicia Spencer

Tax & Accounting Services Manager

Audit & Assurance Services Director

Managing & Founding Partner

Audit & Assurance Services Partner

Tax & Accounting Services Director