Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

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Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

*Audit- an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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Other Services

Asset Protection

Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

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Bankruptcies

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

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Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

*Mergers & acquisitions

*Asset protection

*Investment review

*Bankruptcies

*Litigation support

*Cash flow forecasting

*Employee benefit plans

*Expert witness services

*Internet commerce

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Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Type of entity selection

*Business valuations

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

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Miscellaneous

Transfer Pricing

International transactions between related parties can result in significant potential tax liabilities for the unwary. Our years of experience with numerous clients doing business in both the United States and foreign countries leaves us uniquely qualified to offer advice and strategy.

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Pension and Employee Benefit Plan Audits

The Department of Labor and IRS require certified audited financial statements of pension and employee benefit plans when certain employee level thresholds are met. The auditing requirements are complex and difficult to navigate. We pride ourselves on our ability to efficiently undertake these examinations and providing clients with timely and unobtrusive service.

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SSAE 16 Reports - Reporting on Controls at a Service Organization

We have developed our knowledge and understanding of internal control systems through the audit function to enable us to offer our clients SSAE 16 reporting on their systems and controls as they are required by outside agencies and other third parties.

SOC 1: Type 1 SSAE 16 Examination -A report on management’s description of your service organization’s system and the suitability of the design of your controls.

The completion of a SOC 1: Type 1 SSAE 16 means that your customers can view a report completed by a third-party CPA firm, that reviews the description provided by management of your organization’s system, the suitability of the design of your controls, and provides an opinion, from the auditor, on the fairness of the presentation of the aforementioned description and suitability of control design as of a specific date. Receiving an unqualified SOC 1: Type 1 SSAE 16 report signifies the validity of your controls to your customer as of a specific date, providing them with the necessary assurance needed to feel confident in your company’s processes that affect their financial reporting.

The SOC 1: Type 1 SSAE 16 Examination is typically suggested for organizations that have never completed an audit or examination, due to the point in time review period.

SOC 1: Type 2 SSAE 16 Examination -A report on management’s description of your service organization’s system, the suitability of the design of your controls, and the operating effectiveness of those controls.

The completion of a SOC 1: Type 2 SSAE 16 means that your customers can review a report completed by a third-party CPA firm, that reviews management’s description of your organization’s system, the suitability of the design of your controls, the operating effectiveness of those controls, and provides an opinion from the auditor on the fairness of the presentation of the aforementioned description, suitability of the design, and operating effectiveness of controls throughout a specific review period. Receiving an unqualified SOC 1: Type 2 SSAE 16 report signifies the validity of your controls to your customer and potential customers over a period of time.

The SOC 1: Type 2 SSAE 16 Examination is typically suggested for organizations that have previously completed a SOC 1: SSAE 16 Type 1 or SAS 70 audit, as it includes a more rigorous review period, which is typically comprised of a sampling over a six month timeframe.

SOC 1: SSAE 16 Readiness Assessment - A Readiness Assessment ensures you are prepared prior to the actual SSAE 16 examination

SOC 1: Type 1 SSAE 16 Examination

A SOC 1: Type 1 SSAE 16 is a report on management’s description of your service organization’s system and the suitability of the design of your controls.

The completion of a SOC 1: Type 1 SSAE 16 means that your customers can view a report completed by a third-party CPA firm, that reviews the description provided by management of your organization’s system, the suitability of the design of your controls, and provides an opinion, from the auditor, on the fairness of the presentation of the aforementioned description and suitability of control design as of a specific date. Receiving an unqualified SOC 1: Type 1 SSAE 16 report signifies the validity of your controls to your customer as of a specific date, providing them with the necessary assurance needed to feel confident in your company’s processes that affect their financial reporting.

The SOC 1: Type 1 SSAE 16 Examination is typically suggested for organizations that have never completed an audit or examination, due to the point in time review period.

SOC 1: Type 2 SSAE 16 Examination

A SOC 1: Type 2 SSAE 16 is a report on management’s description of your service organization’s system, the suitability of the design of your controls, and the operating effectiveness of those controls.

The completion of a SOC 1: Type 2 SSAE 16 means that your customers can review a report completed by a third-party CPA firm, that reviews management’s description of your organization’s system, the suitability of the design of your controls, the operating effectiveness of those controls, and provides an opinion from the auditor on the fairness of the presentation of the aforementioned description, suitability of the design, and operating effectiveness of controls throughout a specific review period. Receiving an unqualified SOC 1: Type 2 SSAE 16 report signifies the validity of your controls to your customer and potential customers over a period of time.

The SOC 1: Type 2 SSAE 16 Examination is typically suggested for organizations that have previously completed a SOC 1: SSAE 16 Type 1 or SAS 70 audit, as it includes a more rigorous review period, which is typically comprised of a sampling over a six month timeframe.

 SOC 1: SSAE 16 Readiness Assessment

The completion of a SOC 1: SSAE 16 Readiness Assessment ensures you are prepared prior to the actual SSAE 16 examination

- See more at: http://www.a-lign.com/services/audit-attestation/soc-1-ssae-16-examinations/#sthash.o0YGFhjN.dpuf

SOC 1: Type 1 SSAE 16 Examination

A SOC 1: Type 1 SSAE 16 is a report on management’s description of your service organization’s system and the suitability of the design of your controls.

The completion of a SOC 1: Type 1 SSAE 16 means that your customers can view a report completed by a third-party CPA firm, that reviews the description provided by management of your organization’s system, the suitability of the design of your controls, and provides an opinion, from the auditor, on the fairness of the presentation of the aforementioned description and suitability of control design as of a specific date. Receiving an unqualified SOC 1: Type 1 SSAE 16 report signifies the validity of your controls to your customer as of a specific date, providing them with the necessary assurance needed to feel confident in your company’s processes that affect their financial reporting.

The SOC 1: Type 1 SSAE 16 Examination is typically suggested for organizations that have never completed an audit or examination, due to the point in time review period.

SOC 1: Type 2 SSAE 16 Examination

A SOC 1: Type 2 SSAE 16 is a report on management’s description of your service organization’s system, the suitability of the design of your controls, and the operating effectiveness of those controls.

The completion of a SOC 1: Type 2 SSAE 16 means that your customers can review a report completed by a third-party CPA firm, that reviews management’s description of your organization’s system, the suitability of the design of your controls, the operating effectiveness of those controls, and provides an opinion from the auditor on the fairness of the presentation of the aforementioned description, suitability of the design, and operating effectiveness of controls throughout a specific review period. Receiving an unqualified SOC 1: Type 2 SSAE 16 report signifies the validity of your controls to your customer and potential customers over a period of time.

The SOC 1: Type 2 SSAE 16 Examination is typically suggested for organizations that have previously completed a SOC 1: SSAE 16 Type 1 or SAS 70 audit, as it includes a more rigorous review period, which is typically comprised of a sampling over a six month timeframe.

 SOC 1: SSAE 16 Readiness Assessment

The completion of a SOC 1: SSAE 16 Readiness Assessment ensures you are prepared prior to the actual SSAE 16 examination

- See more at: http://www.a-lign.com/services/audit-attestation/soc-1-ssae-16-examinations/#sthash.o0YGFhjN.dpuf

SOC 1: Type 1 SSAE 16 Examination

A SOC 1: Type 1 SSAE 16 is a report on management’s description of your service organization’s system and the suitability of the design of your controls.

The completion of a SOC 1: Type 1 SSAE 16 means that your customers can view a report completed by a third-party CPA firm, that reviews the description provided by management of your organization’s system, the suitability of the design of your controls, and provides an opinion, from the auditor, on the fairness of the presentation of the aforementioned description and suitability of control design as of a specific date. Receiving an unqualified SOC 1: Type 1 SSAE 16 report signifies the validity of your controls to your customer as of a specific date, providing them with the necessary assurance needed to feel confident in your company’s processes that affect their financial reporting.

The SOC 1: Type 1 SSAE 16 Examination is typically suggested for organizations that have never completed an audit or examination, due to the point in time review period.

SOC 1: Type 2 SSAE 16 Examination

A SOC 1: Type 2 SSAE 16 is a report on management’s description of your service organization’s system, the suitability of the design of your controls, and the operating effectiveness of those controls.

The completion of a SOC 1: Type 2 SSAE 16 means that your customers can review a report completed by a third-party CPA firm, that reviews management’s description of your organization’s system, the suitability of the design of your controls, the operating effectiveness of those controls, and provides an opinion from the auditor on the fairness of the presentation of the aforementioned description, suitability of the design, and operating effectiveness of controls throughout a specific review period. Receiving an unqualified SOC 1: Type 2 SSAE 16 report signifies the validity of your controls to your customer and potential customers over a period of time.

The SOC 1: Type 2 SSAE 16 Examination is typically suggested for organizations that have previously completed a SOC 1: SSAE 16 Type 1 or SAS 70 audit, as it includes a more rigorous review period, which is typically comprised of a sampling over a six month timeframe.

 SOC 1: SSAE 16 Readiness Assessment

The completion of a SOC 1: SSAE 16 Readiness Assessment ensures you are prepared prior to the actual SSAE 16 examination

- See more at: http://www.a-lign.com/services/audit-attestation/soc-1-ssae-16-examinations/#sthash.o0YGFhjN.dpuf

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SOC 2: AT 101 Services - Reporting on your service organization’s IT controls

The SOC 2 report is an opinion on management's assertion, of the service organization’s controls that may affect their user entities’ security, availability, processing integrity, confidentiality and/or privacy.

Type 1 SOC 2 Examination - A type 1 SOC 2 examination is a report that evaluates the fairness of the presentation of management’s description of the service organization’s system and the suitability of the design of controls in meeting the applicable criteria of the AICPA Trust Service Principles.

Type 2 SOC 2 Examination - A Type 2 SOC 2 examination provides a report similar to a Type 1 SOC 2 report, but also includes:

• The service auditor’s opinion on the operating effectiveness of the controls in meeting the applicable criteria of the AICPA Trust Service Principles.

• A description of the service auditor’s tests of the operating effectiveness of the controls and the results of those tests.

The completion of a SOC 2 report means that your customers can view a report, completed by a third-party CPA firm, which reviews the description of your organization’s system, the suitability of the design of your controls, and provides an opinion from the auditor, on the fairness of the presentation of the aforementioned description and suitability of control design.

Receiving an unqualified SOC 2 report signifies the validity of your controls to your customers and potential customers, providing them with the necessary assurance needed to feel confident in your company’s processes.

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