
Services
Advisory for decisions that carry consequences.
Five practices for the moments when getting the numbers right matters most: an IRS examination, an audit opinion, a DCAA review or a transaction.
Tax controversy
01 / 05
IRS Audit Representation
When the IRS or a state agency opens an examination, we take over the contact, build the record and negotiate the outcome, from the first notice through Appeals and collections.
- Field and office exams
- IRS Appeals
- Offers in compromise
- Penalty abatement
- Payroll tax and TFRP
- State residency audits
Tax advisory
02 / 05
Tax Strategy for Mid-Size Companies and Their Owners
Year-round planning for owner-led businesses and the families behind them, across federal, multi-state and international rules.
- S corps and partnerships
- Multi-state nexus
- PTET elections
- High-net-worth individuals
- Trusts and estates
- Offshore disclosure (SDOP)
Audit & assurance
03 / 05
Audits Lenders, Sureties and Buyers Rely On
As a PCAOB-registered firm, we deliver independent audits, reviews and employee benefit plan audits on the timeline your covenant requires.
- Financial statement audits
- Reviews and compilations
- 401(k) plan audits
- Agreed-upon procedures
- Internal control reviews
- ASC 606 and 842
Federal contractors
04 / 05
8(a), DCAA and Government Contracting Compliance
Accounting systems, indirect rates and incurred cost submissions that hold up when DCAA or the contracting officer asks questions.
- Incurred cost submissions
- Indirect rate structures
- SF 1408 readiness
- DCAA audit support
- 8(a) program support
- Forward pricing
Transactions
05 / 05
Mergers, Acquisitions and Valuation
Buy-side and sell-side quality of earnings, working capital and tax diligence, plus valuations that hold up with buyers, lenders and the IRS.
- Quality of earnings
- NWC peg analysis
- Tax due diligence
- Business valuation
- Purchase price allocation
- Sell-side readiness
Also for individuals
Individual and family tax advisory
Individual & Family Tax
Tax planning and preparation for executives, business owners and high-net-worth families: multi-state residency, rental real estate, trusts and estates, and cross-border matters.
Learn moreInternational taxInternational Tax & Offshore Disclosure
Streamlined Domestic Offshore Procedures (SDOP), Streamlined Foreign Offshore Procedures, late FBAR and international information return filings, and voluntary disclosure support for foreign accounts and assets.
Learn moreTax controversyIRS Audit Representation
CPA representation for IRS and state tax audits, appeals, collections and penalty abatement.
Learn moreStart a conversation
Have a notice, a deadline or a deal on the table?
Tell us what you're facing. A senior advisor will reply within one business day with a clear next step.

