Preparation of federal and state individual income tax returns covering wages, self-employment income and passthrough income. Our team organizes and reports all required information accurately and consistently, facilitating a return that aims to reflect the individuals full financial activity while capitalizing on any opportunities for deductions or credits.
Preparation of income tax returns for partnerships, corporations, S corporations, and LLCs, including depreciation reporting, basis considerations, multi-state activity, and ownership allocations. Our team applies the appropriate reporting rules and prepares clear, compliant filings aligned with the business’s structure.
Preparation of fiduciary income tax returns for trusts and estates, including allocation of income, deductions, and distributions to beneficiaries. Our team facilitates filings that aim to reflect fiduciary responsibilities and statutory requirements accurately.
Preparation of Form 990 series returns and related state filings that present program service accomplishments, functional expenses, governance disclosures, and public support tests. Our team prepares the return to meet regulatory expectations and accurately reflects the organization’s operations.
Preparation of required state and municipal filings, including franchise/margin taxes, sales tax filings, and state income tax reports. Our team applies the applicable jurisdictional rules and prepares timely, accurate submissions.
Analysis of IRS and state notices to identify the issue, determine needed documentation, and outline the appropriate response. Our team prepares organized replies and supporting materials to address the matter clearly and accurately.
Evaluation of entity structure, operational design, ownership arrangements, and compensation strategies to understand current and future tax implications. Our team provides guidance that connects these structural decisions to tax outcomes and long-term planning considerations.
Assessment of tax impacts related to business sales, generational transfers, gifts, redemptions, and planned transitions. Our team models scenarios, evaluates timing considerations, and assists in designing tax-efficient transition strategies.
Identification of tax consequences associated with acquisitions, divestitures, real estate activity (including Section 1031 exchange), restructurings, and reorganizations. Our team develops comparative analyses so clients can evaluate structural and timing options before completing a transaction.
Development of strategies for transferring wealth through lifetime gifts, trusts, charitable planning, and testamentary arrangements, considering exemption use and long-term exposure. Our team coordinates tax planning with broader estate objectives.
Forward-looking analysis of anticipated income changes, investment activity, retirement planning, and major financial decisions. Our team outlines expected tax impacts and identifies opportunities to optimize timing and reporting.
Review of contribution strategies, distribution timing, Roth conversion opportunities, and multi-year tax effects related to retirement accounts and investments. Our team provides clear considerations for long-term tax efficiency and cash-flow planning.
Identification of applicable federal and state incentives, including clean-energy credits, EV credits, depreciation opportunities, and industry-specific programs. Our team evaluates eligibility, documentation needs, and timing considerations.
Execution of payroll cycles, wage calculations, and preparation of federal and state payroll tax filings. Our team helps promote accurate payroll processing and timely submission in accordance with required timelines.
Preparation of Forms W-2, W-3, 1099-NEC, 1099-MISC, and 1095 along with the required reconciliations to payroll and accounting records. Our team prepares accurate year-end reporting packages for employees, contractors, and regulatory authorities.
Preparation and submission of recurring sales tax filings and other required state submissions. Our team reconciles reported amounts and helps ensure filings appropriately reflect applicable taxability rules.
Preparation of compiled financial statements in accordance with an applicable reporting framework, using information provided by management. Our team presents the statements in a clear, consistent format suitable for internal or external use.
Limited assurance engagements using analytical procedures and inquiries to determine whether material modifications are necessary. Our team conducts the required procedures and provides a conclusion that offers stakeholders moderate assurance at a reduced scope compared to an audit. Industries include for-profit businesses, utility companies, construction companies, insurance companies, not-for-profit entities, and governmental entities. Our services can include financial statement preparation, if needed.
Performance of procedures selected by management or third parties on specific financial or operational information. Our team carries out the defined procedures and reports factual results without providing assurance or conclusions.
Compliance audits for entities expending federal and state awards under Uniform Guidance or TxGMS, respectively. Our team tests internal controls and compliance requirements for major programs and prepares all required reporting for federal and state oversight.
Examinations of internal controls at service organizations, including SOC 1 and SOC 2 engagements. Our team evaluates control design and operation and prepares reports that provide transparency to customers and stakeholders.
Evaluation of internal controls, risk management practices, and operational processes to identify strengths, gaps, and improvement opportunities. Our team performs recurring internal audit functions or targeted reviews based on organizational needs. Our primary industry focuses are financial institutions and large, multi-departmental governmental entities.
Development or refinement of comprehensive risk assessments identifying and prioritizing strategic, operational, financial, and compliance risks. Our team produces a structured assessment that supports governance and planning.
Review of an organization’s compliance with relevant laws, regulations, and industry standards. Our team identifies compliance gaps and outlines practical steps for strengthening oversight and documentation. Compliance areas include Bank Secrecy Act, Regulation O, Regulation W, Anti-Money Laundering, National Automated Clearing House Association, and Trust Departments.
Analysis of key operational processes to evaluate control design, workflow efficiency, documentation, and consistency. Our team outlines specific areas for improvement and recommends enhancements to strengthen control environments.
Evaluation of system access, security protocols, change management procedures, backup processes, and data governance. Our team assesses control effectiveness and identifies technology-related risks requiring attention.
Targeted examination of transactions, controls, and financial records in response to concerns about potential fraud. Our team identifies irregularities, analyzes contributing control weaknesses, and outlines findings suitable for corrective action.
Analysis of financial performance, budgeting, forecasting, cash flow, and organizational structure to support leadership’s decision-making. Our team provides insights grounded in financial data and operational context.
Provision of CFO-level financial oversight, including reporting review, budgeting, forecasting, cash-flow planning, and participation in leadership discussions. Our team delivers strategic financial guidance without requiring a full-time internal position.
Evaluation of board and committee structures, responsibilities, reporting processes, and oversight practices. Our team provides recommendations that support clear governance and improved communication between management and governing bodies.
Configuration of QuickBooks systems, chart-of-accounts structure, cleanup of existing files, and tailored training. Our team enhances system accuracy, supports reliable reporting, and strengthens user proficiency.
Assessment of how transactions flow through the accounting system, from initiation to reporting. Our team identifies control gaps, workflow inefficiencies, documentation needs, and opportunities to streamline processes.
Preparation of detailed analyses, projections, scenario modeling, KPIs, and benchmarking when applicable. Our team delivers clear, data-driven insights that support planning and evaluation of strategic options.
Analysis of leadership or ownership transition options, including internal transitions, generational transfers, and external sales. Our team outlines tax implications, timing considerations, and organizational impacts to support a well-structured transition.
Development of internal control structures aligned with operations, risk areas, and reporting requirements. Our team creates or refines procedures, assigns responsibilities, and supports implementation to strengthen oversight and consistency.
Creation or enhancement of accounting and financial policies, including approval processes, documentation standards, reconciliation protocols, and reporting practices. Our team drafts policies that support strong governance and consistent application.
Financial tracking, reporting support, and compliance organization for political campaigns and committees. Our team structures accounting processes and prepared required filings to promote accuracy and regulatory compliance.
Financial and accounting analysis for litigation or regulatory matters, including preparation of schedules and exhibits and explanation of technical accounting issues. Our team offers structured, objective analysis suitable for legal review and presentation.