Advisory

While we provide traditional tax and assurance services, we also have significant experience in a host of advisory services that may be relevant to your business or individual needs. Here are a few:
 

• Employee Benefit Plan Audits – Understanding the complexity of ERISA and Department of Labor requirements is one thing. Performing an excellent audit is another. Our team does both.
• SAS 70 – Instill confidence in your clients by demonstrating accurate controls and security safeguards for your hosted or processed data. Our Type I or II SAS 70 audit can support your goals.
• Business Valuation – Valuing a business is complex, and getting it right is imperative. Whether a client is engaged in a sale or purchase, or liquidating assets in a dispute, our well-credentialed team can help.
• Compensation & Benefits Planning – Our Compext team can explore and perform the best method to test your 401(k) plan for discrimination, as well as design innovative compensation and benefits strategies.
• Litigation Services & Forensic Accounting – We provide fact-based investigation, consultation, and analysis, and often provide expert opinions and other litigation services.
• Wealth Accumulation – Growing and maintaining wealth may be one of the most important issues you face. Our team provides proactive strategies to protect your wealth.
• Collaborative Divorce Consulting – Navigating the web of assets and cash flows during the divorce process is challenging. Our neutral professionals work to create a financial outcome acceptable to all parties involved.