Services.
Assurance
Audits
Depending on the needs of your financial statement users, you may need to report under different sets of standards or provide varying levels of detail. Regardless of your requirements now or in the future, I can scale audit solutions to meet your needs.
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Reviews
Not every organization requires an audit. A review provides limited assurance that no material modifications should be made to the financial statements to bring them into conformity with their applicable financial reporting framework.
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Compilations
A compilation differs significantly from and is substantially less in scope than a review or an audit of an organization’s financial statements. A compilation presents financial statements without specific assurances about any need for material modifications.
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Taxes
Business
Providing you with a unique perspective, shoulder-to-shoulder collaboration, and a deep expertise in business tax planning and compliance to find resourceful and creative ways to decrease your tax obligations.
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Multi-State and Local
The complexity and rapidly changing nature of state and local taxes ("SALT") can be challenging for any business or individual. This situation is exponentially magnified for companies that do business across multiple states and municipalities.
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Personal
Most of the financial decisions you make have an impact on your taxes, having a solid strategy is all the more important—after all, effective tax management is the cornerstone for managing your wealth.
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Litigation Support
Dispute Resolution
Contractual, divorce and inheritance disputes are becoming more and more complex. Litigators often need articulate and credible financial consultants and experts to interpret and explain the complicated financial aspects of their cases. I bring a diverse array of auditing and financial experience with the proven ability to develop and convey thorough and compelling analyses.
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Agreed-Upon Procedures
Serving as an independent practitioner to perform agreed-upon procedures established by two parties. Working proactively to gain a set of clear, precise procedures that address the nature, timing, and extent of the work to be done. Such planning helps avoid ambiguity later on that would inhibit achievement of your desired outcomes.
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Forensic Accounting
Fraud, theft, and many other types of business and accounting improprieties can cause significant harm to the people and companies involved. Solving these problems for numerous individuals, companies, and law firms, requires the expertise of how to dig up the information, document it, and increase leverage in depositions, discovery and legal proceedings.
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Outsourced Professional Services
Interim CFO/ControllerServices on a project- or part-time basis including strategies to maximize profitability, overcome financial challenges, prepare for growth, or facilitate a transaction. Ensuring quality by an experienced professional without the need to make expensive, long-term commitments of hiring and developing permanent employees.
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Tax Provision Reporting
Computing the tax provision on a quarterly and annual basis is labor-intensive. The computations of tax accruals are complex, and disclosures can be onerous. Without the proper skill set, the process can be overwhelming and can have an adverse effect on your financial statements.
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Financial AnalysisInformation and analysis for decision support:
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