Our Firm offers a wide range of services to our clients.  We have extensive experience in all areas of audit, tax and consulting work.  Our Firm was formed with the focus of meeting the needs of non-profit organizations, local governments, including special districts and private businesses.

The following is a list, with brief descriptions, of the services we offer.  Please feel free to inquire about a service if you do not see it listed as the list is not all-inclusive.

Services Offered:

Audit, Review & Compilation Services

Audit - an extensive examination of a company's systems and records providing the highest level of assurance on financial statements

Review - provides limited assurance on the financial statements; less in scope than an audit and consists primarily of inquiries of company personnel and analytic procedures

Compilation - limited to presenting client information in the form of financial statements; no assurance is provided


Accounting and Advisory Services

Services can include:

• Monthly & quarterly financial statement preparation
• General ledger maintenance
• Budgeting
• Accounting system analysis
• Bank and account reconciliations
• Accounting system setup
• Financial audit preparation

Tax Services

Provide complete range of tax services to ensure clients comply with IRS regulations while taking advantage of relevant tax benefits.

• Tax preparation
• Tax planning
• Complete Form 990 preparations for non-profits