Audit & Assurance Services

The Audit & Assurance Services Group is comprised of seasoned professionals with special sensitivity to accuracy in financial reporting and quality control. This technically-proficient team is keenly aware of its responsibility to both clients and third party users of financial statements, and their critical role in the decision making process.  Members of the service group serve privately held companies, not-for-profit organizations and unions, as well as governmental entities, the affordable housing sector and healthcare providers.

Services include:  

  • Financial Accounting & Auditing
  • Performance & Compliance Audits
  • Internal Control Reviews & Audits
  • Tax Credit Compliance & Audits
  • Asset Based Loan Support
  • Forensic Accounting
  • Due Diligence Analyses

    Each engagement is held to the highest professional standards and subject to the most stringent tests of quality control. In accordance with the firm's Quality Control Systems & Procedures, engagements undergo several stages of review – first by a manager and then by the partner-in-charge - to ensure compliance with both the firm's and the American Institute of CPA's standards.Planning, efficiency and open communication define the service team's approach to achieving the objectives of an audit, which are:

    Comply with all requirements of professional standards and provide assurance that the financial statements or other financial information can be relied upon by its users to make sound business decisions.  Advance management's understanding of financial statements so they may be used for both compliance and as a tool to help drive the organization forward.  Recommend potential improvements in business practices, internal controls and financial reporting.

    This commitment to outstanding service distinguishes the Audit & Assurance Services Group from its competition. The technical superiority of its members is reflected in its service to other CPA firms, advising them on technical audit issues and conducting Peer Reviews of their internal controls to ensure compliance with the American Institute of CPAs' Statements on Quality Control Standards.

Tax Services

The Tax Services Group is at the forefront of changing tax laws, rules and regulations, providing guidance on the impact of those changes on business and individuals. Team members initiate the tax planning process, identifying tax advantaged investment opportunities to help minimize the tax consequences of financial transactions.

Services Include: 

  • Tax Research, Compliance & Planning
  • Multi-State Taxation
  • Representation before Taxing Authorities
  • Tax Compliance & Administration under IRC Section 468(B)
  • Tax Advantaged Investment Planning
  • Multi-Generational Tax Planning
  • Estate Planning
  • Succession Planning

Typically, the Tax & Accounting Services Groups share mutual clients, and often work closely to develop a plan and provide comprehensive services that address the long-range financial, operational and tax consequences of managing a business or one's personal wealth. Serving in this capacity, members of the accounting and tax groups offer a complete range of consultative services.The firm brings this expertise to bear in managing its client relationships. Members offer guidance on matters related to financing, mergers, acquisitions and dispositions, tax and estate planning, and employee and executive benefit planning.

Accounting & Business Advisory Services

Serving in a business advisory capacity, team members offer suggestions to help privately held companies and not-for-profit organizations operate more efficiently and cost-effectively. With a special sensitivity to controlling costs, they introduce methods of managing cash flow and operating expenses to enhance productivity and produce results that impact the bottom line. 

Banking Relationships

The firm has established banking relationships with financial institutions throughout the mid-Atlantic region. Those solid associations have resulted in increased borrowing capacity for businesses, more favorable interest rates on loans, lines of credit and checking/savings accounts.