Services List

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Service Category Service Areas Use Description Authorities

Bankruptcy

Legal

Federal

Risk Reduction

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Import, Export, Customs

Legal

Federal, International

Compliance, Risk Reduction

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Business Formation

Legal

NC

Compliance, Risk Reduction

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Non-Disclosure Agreement (NDA)

Legal

NC

Employment Services, Risk Reduction

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Cash Flow Analysis

Accounting & Bookkeeping

All States

Increase Cash, Reduce Cost

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Virtual or Fractional CFO (Chief Financial Officer)

Accounting & Bookkeeping

All States

Compliance, Reduce Cost, Risk Reduction

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Financial Reporting

Accounting & Bookkeeping

All States

Compliance

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Bookkeeping

Accounting & Bookkeeping

All States

Compliance, Risk Reduction

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Forensic Accounting

Accounting & Bookkeeping

All States

Compliance, Risk Reduction

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Financial Audit

Audit

All States

Compliance

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Information Systems Audit

Audit

All States

Compliance, Risk Reduction

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Compliance Audit

Audit

Federal, All States

Compliance, Risk Reduction

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Commercial Property Value Reassessment & Appeal

Tax

NC

Property Services, Reduce Cost

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Transfer Pricing

Tax

Federal, All States, International

Compliance, Reduce Cost

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Employment Contract Drafting

Legal

NC

Compliance, Employment Services, Risk Reduction

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179D Energy Efficiency Tax Deduction

Tax

Federal

Increase Cash, Property Services, Reduce Cost

A federal tax deduction of up to $1.80 per square foot for . . .

Title 26 USC §179D for original law. Consolidated . . .

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Cost Segregation

Tax

Federal

Increase Cash, Property Services, Reduce Cost

Accelerates the depreciation of buildings owned by the . . .

Internal Revenue Code §167; IRS Publication 946; IRS Cost . . .

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IRS Audit Monitoring

Tax

Federal

Compliance, Reduce Cost, Risk Reduction

Monitor a business’s IRS account for either code changes . . .

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IRS Penalty Abatement

Tax

Federal

Increase Cash

Recover or reduce IRS penalties as far back as 2001 for . . .

Internal Revenue Manuals (IRM) 20.1.1.3.3.2.1
Penalties . . .

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R&D Tax Credit

Tax

Federal

Increase Cash, Reduce Cost

Federal tax credit for businesses who make technical . . .

Internal Revenue Code §41; Audit Techniques Guide: Credit . . .

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Investigation

Audit

Federal, All States

Compliance, Risk Reduction

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Inventory Management

Business Consulting

All States

Property Services, Reduce Cost, Risk Reduction

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SOC 2 Compliance

IT & Cyber Security

All States

Compliance, Risk Reduction

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Virtual or Fractional CISO (Chief Information Services Officer)

IT & Cyber Security33

All States

Compliance, Reduce Cost, Risk Reduction

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Cyber Security Consulting

IT & Cyber Security

Federal, All States, International

Risk Reduction

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CMMC Compliance

IT & Cyber Security

Federal

Compliance

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Penetration Testing

IT & Cyber Security

Federal, All States, International

Risk Reduction

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Managed Detection and Response (MDR)

IT & Cyber Security

Federal, All States, International

Risk Reduction

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Network Security Monitoring

IT & Cyber Security

Federal, All States, International

Risk Reduction

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Foreign Bank Account and Foreign Financial Asset Reporting

Tax

Federal, International

Compliance

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Tax Preparation

Tax

Federal

Compliance

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