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.
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.
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.
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.
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.