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Financial Audits & Reviews

‘Laws continue to be enacted, and the regulatory environment has become more complex due to unacceptable conduct remediation. Consequently, entities continue to be compelled to demonstrate compliance with legal mandates through documents assurance assessments.’ - Robert E. Davis

Often, clients need to have audits or reviews to fulfill regulatory requirements or for lending institution covenants. Our firm has over 50 years of combined auditing experience. We can customize our procedures to fit any size operation. This allows us to move efficiently during the process and minimize any distraction or impact to daily business operations.

We service an array of industries that include but are not limited to the following:

  • Not-for-profit organizations

  • Retirement Plans

  • Broker Dealers

  • Mortgage Brokers

  • Construction companies


IRS Tax Audit Services

IRS audits can strike fear in just about everyone. Wage garnishments and more severe penalties can occur when you fail to comply or provide requested information.

Our professionals have over 40 years of experience in dealing with audits. We will work with you to develop a strategy to gather the requested information and represent you for the audit. This minimizes your time involved, allows us to work with the IRS directly to negotiate on your behalf, and minimizes any adjustments or penalties they might propose.