SERVICES WE PROVIDE

 Audit and Accounting Services
  • Audits of financial statements
  • Unaudited financial statements
    • Reviews
    • Compilations
  • Agreed upon procedures, including Bennett Letters
  • Write up and general ledger services

Income Tax Services

  • Income tax return preparation for
    • Individuals
    • Corporations
    • Partnerships
    • Fiduciaries
    • Estates and trusts
  • Tax planning
    • current year
    • long-range planning
  • Tax research
  • Representation before IRS and Franchise Tax Board

Personal Financial Planning Services

  • Cash management and budgeting
  • Development of long and short-range plans
  • Development of investment strategies
  • Implementation and monitoring of financial plans

Management and Consulting Services

  • Business Valuations
  • Analysis of major transactions
  • Deal structuring
  • Pre-acquisition due diligence
  • Business plans
  • Projections and forecasts
  • Profit analysis
  • Troubled business restructurings
  • Non- judicial workouts

Litigation Support Services

  • Consulting and expert witness
  • Marital dissolutions
  • Lost earning and profits analysis
  • Damage calculations
  • Forensic accounting
  • Fraud investigations