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.
Captive Insurance Audit.
Annual audits for single parent captives, group captives, 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.
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.
Nonprofit Audit and Single Audit.
Financial statement audits for tax exempt organizations, plus 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, treated as the public facing document it is rather than as a compliance afterthought. Includes governance disclosure review and unrelated business income analysis.
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.
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