Specialized financial statement audits and reviews tailored for mid-sized organizations. Leveraging advanced tools like Caseware and Datasnipper for efficiency and accuracy.

Effortless, technology-powered tax preparation for individuals and businesses, featuring secure integrations and seamless digital filing. We leverage OCR and AI tools to scan, verify, and ensure accurate, efficient data processing.

Comprehensive tax consulting that includes proactive tax planning, technology recommendations, and actionable growth insights. From minimizing your tax liability through customized strategies to navigating complex transactions and compliance, we provide expert guidance to help you adapt to evolving challenges while optimizing your financial well-being.

Strategic forecasting with CPA expertise provides insights and individualized recommendations to drive growth. Beyond traditional accounting, it analyzes your financials to identify opportunities and guide critical decisions, helping your business adapt and thrive in evolving markets.

Specialized services for auditing limited scope 401(k) employee benefit plans, assisting plan administrators and trustees with compliance with the Department of Labor audit requirements. We support all types of companies with 401(k) plans that are required to be audited.