Financial Statements

Assurance
Audited - Acceptability and verification - high
Reviewed - Acceptability and verification - moderate
Complied - Acceptability and verification - low

Basis
Cash Basis - Accrual Basis - Percentage of Completion - Completed Contract -Tax Basis - Other Comprehensive Basis of Accounting

Entities
Corporations “C” and “S”
Limited Liability Companies
Partnerships
Proprietorships
Nonprofit
Special Use - Estates & Trusts, Governmental, Personal, etc

Tax Returns and Planning

Entities
Corporations “C” and “S”
Limited Liability Companies
Partnerships
Proprietorships
Nonprofit
Special Use - Estates & Trusts, Governmental, Personal, etc

Basis
Cash Basis - Accrual Basis - Percentage of Completion - Completed Contract -Tax Basis - Other Comprehensive Basis of Accounting

Wealth Management - Strategic Decision Making - Advisor Services

Evaluation - Return on investment - Efficiency - Decision Comparison - Other informational tools - “number crunchers”