Tax Planning & Returns
Personal and business returns filed on time, with year-round planning that keeps more of what you earn.
$450 Learn more
Service
Audit & Assurance
Numbers your stakeholders can trust
Overview
We audit and review financial statements for private companies, non-profits and employee benefit plans. Our audits are thorough but practical, with clear timetables agreed up front.
You get a single partner who knows your business, and a management letter with useful recommendations, not boilerplate.
Highlights
Financial audits
For lenders, investors and regulators.
Reviews & compilations
Lighter-touch assurance when a full audit is not needed.
Non-profit audits
Including single audits for federal grants.
Benefit plan audits
401(k) and pension plan audits.
What’s included
- Fixed-fee quote before work starts
- Secure online document requests
- Agreed timetable and milestones
- Partner-led fieldwork
- Management letter
- Board or committee presentation
Common questions
Three months before your year end is ideal, especially for calendar year-ends.
Yes, including opening balance work.
Yes. We never audit a company we also provide bookkeeping for.
Client reviews
What clients say
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