Insurance
Federal and state regulatory demands, increased competition (including via the Internet), and slow-to-change business models can put immense pressure on insurance providers. An experienced CPA can help you plan, transition, and find opportunities from the many challenges insurance professionals face.
Services
- Income tax return preparation and filing, including multi-state taxes
- Cost segregation studies
- Corporate tax planning
- IRS audit support
- Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
- Financial statements, reporting, and management reports
- Set up, training, and consulting for QuickBooks® software
- Advisory services on general ledger set-up and internal controls
- Virtual controller outsource and consulting
- Virtual CFO outsource and consulting
Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.
- Business planning, financial projections, and budgets
- Business valuations
- Cash flow management
- Entity set-up and organizational structure
- Franchise consulting
- Wealth and succession planning
- Operational and process improvement
- Management consulting
- Ownership transfer planning (buy-ins/buyouts)
- Financial statement audits, reviews, and compilations
- Operational audits
- Internal control reviews
- Employee benefit plan audits
- Fraud investigations and risk management
- Agreed-upon procedures, including cost report certification
- Forensic accounting, consulting, and litigation support services
- Statutory accounting
- Consulting
Integrated financial planning and strategy with a goal of building and preserving your wealth.
Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.
