People
The contact person listed for a Cost Segregation Study
Who is Lindsay D'Agostino?
Companies with plans that require "large plan" Form 5500 filing
What are Employee Benefit Plan Audits?
The service that must be an ongoing engagement if the firm implements Sage Intacct
Deliverables include HUD multi-family cost certification audits
What is Real Estate?
The person you should contact if you have a client interested in learning more about Sage Intacct
Who is Kim Gangi?
A client with a short- or long-term need for accounting support at the bookkeeper, controller, or CFO level including during periods of transition due to employee turnover, illness/maternity leave, or in periods of growth or downsizing.
What is Large Company Outsource?
A highly regulated and specialized field of audit in which we presently serve over 200 clients
Deliverables include direct hire placement
What is Recruiting?
The contact person listed for Nonprofit Audits
Who is Patrick Jordan?
Expatriates living outside the U.S.
What is International Tax for Individuals?
This service may be required by law and help our clients to better understand and protect their business.
What are Business Valuations?
Deliverables include audited financial statements needed to complete the Form 5500
What are Employee Benefit Plan Audits?
The contact person listed for Employee Benefit Plan Audits
Who is Mike Giess?
Clients who do not have a formal Human Resource Rep
What is Recruiting?
Clients in the process of buying a business or transitioning ownership could use this service
What is Business Succession and Planning?
Deliverables include month-end close and process improvements
What is Outsource Accounting Services?
The person you should contact if someone is interested in Tax Planning and the partner/biller is unknown
Who is Steve Mills?
Recent acquirers of real property
What is a Cost Segregation Study?
The South Dakota v. Wayfair decision has far-reaching impacts on businesses who need this service
What is SALT (State and Local Tax)?
Deliverables include form 1040 NR, Form 8621 (PFICs), and Form 5471 (CFCs)
What is International Tax for Individuals?