Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Services
Audit, Review, and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. In the theatrical and not-for-profit industry there are regulatory requirements that govern the level of required attestation services that must be provided. We provide financial reporting on all three levels of assurance: - Audit- an intensive examination with the highest level of assurance
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use
Consulting
We gauge our success by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and issues in fulfilling your mission by developing solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your activities. The following are some of the areas in which we provide consulting services: - Type of entity selection
- Advice to Boards of Trustees on proper practices
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
- Accounting software selection and implementation
Tax
We take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: - Tax planning & return preparation
-Individuals
-Corporations
-Partnerships
-LLCs/LLPs
-Estates, trusts, & gift
-Not-for-profit organizations- Taxing authority representation
- Tax effects of buying/selling a business
Tax planning and preparation are an important aspect in being sure that theatrical productions achieve the best results for their owners and investors. We can assist you in achieving the best tax structures whether you are planning a multi-state tour, or going abroad to produce a show in Australia, Canada, London, and Asia. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Other
We can assist you in finding access to accounting services that can provide you with meaningful, well-organized financial records. While we do not provide these services directly, we have working relationships with bookkeeping and non-public accounting firms that can assist you with the following services: - General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annually)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
Litigation support
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