IRS letter on your desk?We take over contact with the IRS.IRS Audit RepresentationExams, appeals, collections, penalty reliefBusiness TaxPlanning and compliance for mid-size companiesIndividual & Family TaxHigh-net-worth, multi-state and cross-borderOffshore Disclosure & SDOPFBAR, PFIC and Streamlined filingsTaxpayer Rights in an IRS AuditYour rights, step by stepAudit & AssuranceAudits, reviews, 401(k) plan auditsGovernment Contracting8(a), DCAA, incurred cost submissionsMergers & AcquisitionsDue diligence, QoE, valuations
Government contractorsDCAA, rates and incurred costGovernment Contractors & TechnologyIT, professional services, federal primes and subsReal Estate & ConstructionOwners, developers, contractorsHealthcare & DentalPhysician, dental and specialty practicesRestaurants, Retail & HospitalityFranchises, multi-unit, hotels, e-commerce
Assurance · Independent and objective
Banks, bonding companies, investors, agencies and acquirers all ask for financial statements with a CPA's opinion behind them. We plan the audit around your business, test what matters and deliver on the date your covenant requires.
The forms and rules that come up most often in this practice.
What we handle
We start with a planning meeting that sets the timeline, the PBC request list and who owns each item, so your team isn't fielding surprise requests in the final week.
Along with the opinion, you receive a management letter on internal control, close process and accounting policy. Our clients use it to get ready for growth, financing or a sale.
Speak with an advisorWhere we help
Annual audited or reviewed statements under a credit agreement.
Construction and contracting companies growing their bonding capacity.
Large plans generally need an independent audit with their Form 5500.
Audited history ahead of a capital raise or sale.
Our approach
Kickoff, risk assessment and a dated request list.
Testing of balances, transactions and controls, remote or on site.
Draft statements and footnotes, then the auditor's opinion.
Management letter and a debrief on improvements for next year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
An audit gives reasonable assurance and an opinion on the financial statements. A review gives limited assurance, mostly through analytics and inquiry. A compilation presents your statements without assurance. We'll help you confirm what your lender or agency actually requires.
Generally when a plan has 100 or more participants with account balances at the start of the plan year, with some transition rules. We'll confirm whether your plan is subject to the requirement.
A first-year audit typically runs six to ten weeks from kickoff to report, depending on how ready the books are. Later years go faster.
In many cases, yes, with independence safeguards under professional standards. We assess independence before accepting any attest engagement.
Latest updates
The amendments aim to reduce compliance costs of the new quality control standard. QC 1000 and the amendments take effect December 15, 2026, subject to SEC approval.
Source: Deloitte DART
The PCAOB delayed its new firm quality control standard by one year to give registered firms more time to design and test their systems.
Source: PCAOB
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