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.
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.
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.
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.
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.