| Audits, Reviews and Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit - an extensive examination providing the highest level of assurance.
*Review - select analytical procedures conducted providing limited assurance.
*Compilation - based upon client information provided and used primarily for internal use. |
 |
| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced team of professionals can assist you in achieving your company's financial goals. |
|
| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are a high net worth individual, a multi-tiered partnership, or a multi-state corporation, our experienced team of professionals can develop tax strategies that take advantage of new and ever-changing tax laws and legislation. |
|
| International Taxation |
| Our experience with the taxation of U.S. residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. We provide international taxation consulting to all of our foreign corporate clients as well as our U.S. entities doing business abroad. |
|
| Business Consulting |
| We gauge our worth by the personal and business success of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
|
| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We will sit down with you and explain what the results mean to your company. Cash flow and budgeting means nothing unless it is regularly monitored. We have a monthly or quarterly "Gameplan" program that assists in monitoring your company's performance. Ask us for a demonstration of this powerful and invaluable tool the next time you visit our office. |
|
| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce the tax burden due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential through the reduction of estate taxes. We can guide you through the complex process of getting your financial affairs in order. We have teamed up with the very best Orange County attorneys to provide exceptional planning for our clients. Please contact us for a referral - we will be happy set up a complimentary consultation. |
|
| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
|
| Cost Segragation Services |
| Our goal in preparing a Cost Segregation Study is to identify building costs that have been traditionally depreciated over the standard 27.5 or 39 year life and then to re-allocate to their actual shorter lives of 5,7 or 15 years. A study typically allows for much greater depreciation expense in the earlier years of ownership resulting in larger tax benefits to both businesses and individuals who own the real estate. Our engineers have years of extensive education and experience in this very specialized area. We are able to offer studies of all types of real estate (commercial, residential, industrial and manufacturing) whether new or owned for several years. We can file the necessary tax forms to allow for catchup depreciation in the current tax year. Feel free to call us for a no-cast estimate of the tax savings to you or your business. |
|
| Mergers & Acquisitions |
| Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact and cash flow considerations. |
|
| Business Entity Selection |
| Choosing the entity form for your business (e.g. "S" corporation, sole proprietor, limited liability company, partnership, etc.) is a crucial decision that can have longstanding tax implications - positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for you. Understand that what may be a perfect fit for your neighbor's business may not be best for your business. A little effort spent early on in selecting the right entity could save you a significant amount of time, effort and taxes in the long run. |
|
| Business Valuations |
| Whether you are thinking of buying a new business or are contemplating selling your existing operations or a division, the amount attached to the value of your business is extremely valuable information. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. We provide a full range of business valuation services. We assist clients with due diligence and reporting issues related to mergers, acquisitions, divestitures, financings, wealth transfer and tax reporting. We are recognized for our superior services, timeliness, top quality work, and most of all, our integrity in the process. We hope that you would not consider buying or selling a business without an independent appraisal being prepared.
COMPANY VALUATIONS • M&A • C to S Conversions • ESOP Valuations • Estate Planning and Reporting • Partial/Fractional Interest Valuations • Restricted Stock Studies • Warrants and Stock Options • Insurance placements • Buy-Sell Agreements
ACCOUNTING AND TAX COMPLIANCE (INCLUDING 141, 142, 409A AND 123(R)) • Enterprise value Calculations • Goodwill Impairment Measurement • Purchase Price Allocations • Stock options
TRANSACTIONS • Fairness and Solvency Opinions • Formation and Sale of ESOPs • Transaction Advisory and Recapitalization
INTANGIBLE ASSET VALUATIONS • Intellectual Property including: ? Patents, Software, and technology • Trademark and Tradename Valuations
RESTRUCTURING AND REORGANIZATION • Corporate Recapitalizations • Debt Forgiveness and Insolvency Opinions • Debt Instrument Valuations
LITIGATION AND EMINENT DOMAIN • Lost Profit Analysis • Eminent Domain proceedings • Corporate and Partnership Dissolutions |
|
| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
|
| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent team of professionals has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. We can also assist you in obtaining financing for a possible acquisition. Our close relationships with several local financial institutions may assist you in obtaining financing for an acquisition. |
|
| Litigation Support |
| Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic losses or damages. |
|
| Expert Witness Services |
| Pending or existing litigation can result in the need for a qualified professional to present their opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases. |
|
| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plan, Keogh, 401K, SEP, etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. We have teamed up with Orange County's top Pension Advisor Group that can provide the required administration for the plan of your choice. Please give us a call for a referral. |
|
| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
|
| Investment Review |
| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
|
| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
|
| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your company's future growth and success. |
|
| Forensic Accounting |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolution. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. Our team of professionals work closely with top Orange County law firms to uncover fraud or misappropriations of funds within an organization. |
|
| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence and experience that can ensure our clients they are being properly represented before the various federal and state tax agencies. This area is one of the most undervalued services a CPA firm can offer but should be of high concern when selecting a CPA firm. |
|
| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
|
| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
|
