123 Example Street
Ventura, CA 123

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Our Services

Assurance & Audit

Statutory audit, review and compilation engagements, agreed-upon procedures, internal control reporting.

Taxation

Federal, state and local compliance; planning for owners, estates and trusts; controversy and appeals.

Advisory

Valuation, succession and ownership transfer, transaction support, financial modelling and forecasting.

Risk & Insurance

Coverage review and placement, claims advocacy, captive structures, surety and bonding.

Litigation Support

Forensic accounting, damages analysis, expert testimony, discovery review and rebuttal reporting.

Corporate Secretarial

Entity formation and maintenance, minute books and registers, registered agent, statutory filings.

How We Work

Enquiry

We meet before we quote. A partner spends an hour understanding the work, at our cost, whether or not you engage us.

Scope & Fee

You receive a written scope, a fixed fee and the name of the partner who will do the work. Nothing starts before you sign it.

The Work

That partner does the work, not a team you have not met. Findings reach you as we make them, not in a summary at the end.

Review

Every file is read by a second partner before it leaves the office. Both names go on the report, and both stand behind it.

Questions We Are Asked

Yes. We are registered in Nevada and Idaho, and act for clients in eleven further states through correspondent firms we have used for decades.

In writing, before the work begins, and they do not move afterwards. Litigation support is billed hourly against a cap agreed at the outset.

Yes. The partner named in your engagement letter does the work and answers the telephone. If that partner leaves the firm, you are told before the file moves.

Routinely. A good many of our engagements sit beside counsel or a bank we did not introduce, and we have no interest in displacing them.

No, but there is a minimum standard of preparation. If the records are not in a state we can work from, we will say so before quoting.

For a free, no-obligation quote that could save you substantial money

Request a Quote or call 1-888-000-0000, 24 hours a day.