Services

We will convert your financial data into financial statements without providing any assurances or auditing services. They are the representation of our client’s management, and allow companies without an internal accountant to have financial statements prepared at a lower cost than reviewed or audited financial statements.

We will convert your financial data into financial statements, AND provide limited assurance that there are no material modifications needed to the financial statements. No audit procedures are performed, however, more extensive work is performed on various accounts as well as analytical review, including more in-depth discussion and inquiry of the client’s management. In comparison, a Review is more expensive than a Compilation but less expensive than an Audit. This service is preferred by clients whose lenders and creditors will allow them to use this approach, thereby saving the cost of a full audit. The financial statements are the representation of our client’s management.

• Corporate Tax Returns
• Partnership Tax Returns
• Individual Tax Returns
• Estate & Trust Tax Returns
• Gift Tax Returns
• Non-Profit Organizations
• Homeowners Associations

In this area, we offer several different levels of service. If this is an area you would like assistance, please see the various levels below to determine what you need in order to keep your internal accounting as efficient as possible