Insurance Company Audit
Statutory basis audits for life, health, and property & casualty carriers, MGAs, RRGs, and warranty companies, including financial statement audits, reserve review coordination, and risk-based capital considerations. For entities filing with a state department of insurance.
Insurance Company Tax
Tax preparation and planning for federal and multistate returns for life, health, property & casualty insurance carriers, MGAs, RRGs, and warranty companies.
Captive Insurance Audit
Annual audits for single-parent captives, group captives, protected cells, and risk retention groups, scheduled around domicile filing deadlines. We work directly with captive managers and can coordinate across multiple domiciles.
Captive Insurance Tax
Federal and state tax compliance and planning for captives, including 831(b) election considerations, risk distribution documentation, and premium tax filings.
Dealership Accounting Services
Monthly close, factory statement preparation, department-level reporting, and the reviews and compilations that floor plan lenders and manufacturers request. Built around how a dealership DMS actually organizes data.
Dealership Tax Services
LIFO analysis and elections, cost segregation on facility investment, entity structure, floor plan interest treatment, and owner-level planning including succession.
Nonprofit Audit and Single Audit
Financial statement audits for tax-exempt organizations.
Nonprofit Single Audit
Single audits under the Uniform Guidance for organizations that spend federal awards above the threshold. Includes net asset classification, functional expense allocation, and compliance testing on major programs.
Form 990 Services
Preparation and review of Form 990, 990-EZ, 990-PF, and 990-T, prepared as the public document donors and watchdog groups actually read. Includes governance disclosure review and unrelated business income analysis.
SOC 1 Audit
Reports on controls relevant to your clients' financial reporting. Available as Type 1 or Type 2.
SOC 2 Audit
Reports on security, availability, processing integrity, confidentiality, and privacy. This is the report most technology and service companies are asked for during procurement and vendor review.
SOC 3 Audit
A general-use version of the SOC 2 report that can be posted publicly and shared without a nondisclosure agreement. Useful as a marketing and trust asset once a SOC 2 is already in place.
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