Services Offered:
- Preparation of audited, reviewed and compiled financial statements
- Preparation of monthly escrow trust reconciliations
- Projections for start-up and ongoing companies
- Preparation of business tax returns
- Preparation of individual tax returns
- Strategic business and tax planning
- Internal control structuring
- Management consulting
- Escrow best practices consulting
The firm has emphasis in the following industries:
- Escrow, including independent escrow companies in California, Nevada and Arizona
- Real estate, including deferred like-kind exchanges and exchange accommodators
- Closely held manufacturers and distributors
- Construction contractors
- Personal service companies such as law firms and medical practices