Audit and Accounting Services

• Audits of financial statements
• Unaudited financial statements
  • Reviews
  • Compilations
• Agreed upon procedures, including Bennett Letters
• Write up and general ledger services

Income Tax Services

• Income tax return preparation for
  • Individuals
  • Corporations
  • Partnerships
  • Fiduciaries
  • Estates and trusts
• Tax planning
  • current year
  • long-range planning
• Tax research
• Representation before IRS and Franchise Tax Board

Personal Financial Planning Services

• Cash management and budgeting
• Development of long and short-range plans
• Development of investment strategies
• Implementation and monitoring of financial plans

Management and Consulting Services

• Design and implementation of accounting systems
• Selection of hardware and software
• Analysis of major transactions
• Deal structuring
• Pre acquisition due diligence
• Business plans
• Projections and forecasts
• Profit analysis
• Troubled business restructurings
• Non judicial workouts

Litigation Support Services

• Consulting and expert witness
• Marital dissolutions
• Lost earning and profits analysis