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Cost Segregation Study

TaxFederalOne-offRecovery

SOC 2 Examination

Audit & AssuranceAll StatesRecurringAccess

R&D Tax Credit Study

TaxFederalRecurringRecovery

179D Energy Efficiency Deduction

TaxFederalRecurringRecovery

IRS Penalty Abatement

TaxFederalOne-offRecovery

IRS Audit Monitoring

TaxFederalOngoingAvoidance

Coming soon

Property Tax Appeal

TaxStateRecurringRecovery

Sales & Use Tax / Nexus

TaxStateOngoingCompliance

Transfer Pricing

TaxInternationalRecurringCompliance

Foreign Bank/Asset Reporting (FBAR/FATCA)

TaxInternationalRecurringCompliance

Business Formation

LegalStateOne-offAccess

Non-Disclosure Agreement (NDA)

LegalStateOne-offAvoidance

Employment Contract Drafting

LegalStateRecurringAvoidance

Trademark Registration

LegalFederalOne-offAccess

Bookkeeping

Accounting & Finance OpsAll StatesOngoingAccess

Virtual / Fractional CFO

Accounting & Finance OpsAll StatesOngoingAccess

Financial Reporting

Accounting & Finance OpsAll StatesRecurringAccess

Financial Audit

Audit & AssuranceAll StatesRecurringCompliance

Compliance Audit

Audit & AssuranceAll States, FederalRecurringCompliance

Penetration Testing

IT & Cyber SecurityAll States, International, FederalRecurringAvoidance

Virtual / Fractional CISO

IT & Cyber SecurityAll StatesOngoingAccess

CMMC Compliance

IT & Cyber SecurityFederalRecurringAccess

Managed Detection & Response (MDR)

IT & Cyber SecurityAll States, International, FederalOngoingAvoidance

Reverse Sales/Use Tax Audit (overpayment recovery)

TaxStateOne-offRecovery

WOTC / Employment Tax Credits

TaxFederalOngoingRecovery

Tariff / Customs & Trade Advisory

TaxInternationalOngoingAvoidance

State Income & Franchise Tax

TaxStateRecurringCompliance

Federal / Corporate Tax Compliance

TaxFederalRecurringCompliance

Tax Controversy & IRS/State Audit Representation

TaxFederalOne-offAvoidance

Nonprofit / Form 990 Tax

TaxFederalRecurringCompliance

M&A / Transaction Tax Structuring

TaxFederalOne-offAccess

International Tax Compliance (foreign forms)

TaxInternationalRecurringCompliance

Estates & Trusts (Fiduciary) Tax

TaxFederalRecurringCompliance

Private Client / HNW Tax Planning

TaxFederalOngoingAvoidance

International / Cross-Border Tax Consulting

TaxInternationalOne-offAccess

Global Mobility / Expat Tax

TaxInternationalRecurringCompliance

Employee Benefit Plan (401(k)) Audit

Audit & AssuranceAll StatesRecurringCompliance

Review & Compilation

Audit & AssuranceAll StatesRecurringCompliance

IT / Technology Audit

Audit & AssuranceAll StatesRecurringAccess

SEC / Public Company Audit

Audit & AssuranceAll StatesRecurringAccess

SOX Compliance & ICFR

Audit & AssuranceAll StatesRecurringCompliance

Technical Accounting Advisory (ASC 606/842)

Audit & AssuranceAll StatesOne-offAvoidance

ESG / Sustainability Assurance

Audit & AssuranceAll StatesRecurringAccess

Agreed-Upon Procedures / Attestation

Audit & AssuranceAll StatesOne-offAccess

Business Immigration (visas / PERM)

LegalFederalRecurringAccess

Commercial Contract Drafting / Review

LegalStateRecurringAvoidance

Contract Review-as-a-Service

LegalStateOngoingAccess

Commercial Lease Drafting / Review

LegalStateOne-offAvoidance

Privacy Compliance Program (GDPR/CCPA)

LegalAll StatesOngoingCompliance

Equity Incentive / Option Plan Setup

LegalStateOne-offAccess

Employment Compliance Package

LegalStateOngoingAvoidance

Patent Prosecution

LegalFederalOne-offAccess

Tax Opinion / Structuring Memo

LegalFederalOne-offAvoidance

CRE Transaction Counsel

LegalStateOne-offAvoidance

Cybersecurity Assessment / Consulting

IT & Cyber SecurityAll StatesRecurringAvoidance

Managed IT / MSP

IT & Cyber SecurityAll StatesOngoingAvoidance

Internal Audit Outsourcing / Co-Source

IT & Cyber SecurityAll StatesOngoingCompliance

Enterprise Risk & Regulatory Consulting

IT & Cyber SecurityAll StatesOngoingCompliance

ERP Implementation