Distribution

Assurance Services

• Financial statement audits
• Single audits (OMB) Circular A-133
• Benefit plan audits
• Financial statement reviews
• Agreed-upon procedures
• Performance audits
• Attestation engagements

Business Consulting

• Accounting system setup
• Budgets and cash flow projections
• Business and strategic planning
• Evaluation of internal accounting control systems
• System reviews
• Operations consulting
• Pension planning
• Contribution management
• Charitable remainder trusts

Tax Services

• IRS Form 990 preparation and review
• Unrelated business income tax
• State excise taxes
• Property tax exemptions
• State sales tax issues