Services

Serving nonprofits, governmental entities, educational institutions, health care organizations, and private businesses.

Financial Audits

Independent audits conducted in accordance with GAAS, GAAP, and GASB standards for a wide range of organizations including governmental agencies, foundations, educational institutions, and 501(c)(3) nonprofits. Our most recent peer review resulted in a "pass" rating.

Compliance, Management & Performance Audits

Audits evaluating compliance with applicable laws, grant requirements, and regulations — including Single Audits under the Uniform Guidance (2 CFR Part 200) for federally funded programs, internal control assessments, and program-specific audits.

Tax Services

Federal and state tax preparation and compliance for exempt organizations and businesses, including Form 990 series, Unrelated Business Income Tax (UBIT), tax-exempt status applications, Private Letter Ruling requests, employee benefit plan filings, and state and local tax matters.

Fraud, Forensic & Litigation support

Financial investigations and litigation support services, including fraud investigations, forensic accounting, damages and lost profits analysis, marital dispute support, insurance claim review, expert witness testimony, and professional malpractice reviews.

Advisory Services

Strategic and operational guidance for nonprofits and governmental organizations, including compensation reviews, mergers and acquisitions due diligence, grants management, business valuations, exemption applications, operational consulting, and board and staff training.