Audit and Assurance Services
- Compiled, Reviewed and Audited Financial Statements
- Employee Benefit Plan Audits
- Agreed-upon Procedures
Tax Advisory Services
- Comprehensive tax planning, compliance and advisory services
- Corporate entity selection and business structuring
- Multi-state taxation, nexus studies and state & local advisement
- Alabama capital credit and state tax incentives consulting
- Work opportunity tax credit and state employment incentives
- Energy tax incentives
- Tangible personal property regulations compliance and consulting
- Executive compensation, stock based compensation and deferred compensation tax planning and compliance
- Employee benefits tax compliance and consulting
- Succession planning and exit strategies
- Industry benchmarking
- Restaurant accounting
- Key performance indicators
- Cash flow management
- Working capital management
- Budgeting and forecasting
- Labor cost controls
Business Consulting Services
- CFO Services
- Outsource Accounting Services
- Business Planning and Advisory Services
- Merger and Acquisition Advisory Services
- Business Valuation Services
- Non-qualified Deferred Compensation
- ESOP Planning and Advisory Services
- Accounting System Setup and Support
They work with several craft breweries in the area, and they have literally saved us thousands through their R&D tax credit and tip credit work for our brewery. It’s a one-stop shop to do our business and personal taxes.
Lynn Troy, co-owner, craft brewery, client since 2017
