• Individual Tax
  • Compliance
  • Mergers & Acquisitions
  • Not-for-Profit
  • Planning & Consulting
  • Sales & Use Tax
  • Preparation
  • IRS Representation
  • Cost Segregation
  • Multi State Taxation
  • Partnership


  • Audit
  • Agreed Upon Procedures
  • Review
  • Compilation


  • Quickbooks
  • Timberline
  • Computer Ease
  • Peachtree
  • Great Plains
  • Many Others


  • Business valuation
  • Litigation support
  • Expert witness
  • Technology consulting
  • Recruitment for accounting positions
  • Wealth management
  • Exit strategies
  • Choice of entity
  • Trust administration
  • Estate planning strategies
  • Succession planning
  • Privately held and family owned businesses


An audit provides the highest form of assurance which a CPA can give with respect to financial statements. An audit is planned and performed to obtain reasonable assurance about whether the financial statements are free of material misstatement. During an audit we will examine supporting accounting records and evaluate internal controls. We will express an opinion as to whether the financial statements are in conformity with generally accepted accounting principles and whether the financial statements are fairly stated.


A review provides less assurance than an audit. A review is done by performing substantive analytical procedures and inquiries of company personnel to determine if the financial statements appear reasonable. During a review we do not examine original accounting source documents or consider internal controls.


A compilation is less in scope than a review. A compilation includes the developing of financial statements and footnote disclosures from company data, however no audit or review procedures are performed. During a compilation engagement, we look for obvious departures from generally accepted accounting principles.