We specialize in auditing and consulting for higher education institutions for compliance with annual audits, student financial assistance and other government regulatory requirements. We also offer a wide range of services to Education, Healthcare, Not-For-Profit, individual and business clients including corporate and individual tax planning as well as Internal Revenue Service representation. Below is a partial list of our specialties services. Please call (866) 575-8052 to speak with a Consultant today.

(Click Service Title For Details)

  		• Public Non Profit Institutions of Higher Learning
  		• Private Post Secondary Institutions of Higher Learning
  		• Healthcare Organizations
  		• Closely held organizations/not for profit entities/Trusts and Individual
    Public Non Profit Institutions of Higher Learning
    Annual A133 audits:

    -audit of financial statements, as well as reports on internal control compliance

    -Program reviews

    -Attestations

    Title IV consulting:

    -Title IV records internal review-eg verification, cash management, reporting compliance or as requested

    -Return to Title IV internal review

    -U.S. Department of Education financial stability ratio review-review of compliance with U.S.D.E.’s composite score requirements

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    Private Post Secondary Institutions of Higher Learning
    Annual CPA audits:

    -Code of Federal regulations (34 CFR Part 668.23) requires annual financial and compliance audits of Title IV programs for all institutions that participate

    -Title IV compliance audits

    -Student financial aid records audits

    -Financial statement audits -C corporations- -Subchapter “S” corps. -Limited Liability Corp. (LLC’s) -Partnerships -Sole proprietorships

    -A133 audits of private nonprofit institutions- audit of financial statements, as well as reports on internal control compliance

    -Program reviews

    -Attestations

    Federal & state income tax planning and compliance:

    -C corporations including multi state and consolidated groups

    -Subchapter “S” corporations-including elections and required change in year end

    -Limited Liability Corporations (LLC’s)-both disregarded entities and those treated as partnerships

    -Partnerships-general and limited partnerships

    -Sole proprietorships -including accounting services

    -Annual tax exempt federal and state filings and compliance for private nonprofit institutions-including consultations with respect to revised form 990 for 2008

    Merger & Acquisitions:

    -Structuring and valuations-includes transactions structuring to include compliance with various regulatory agencies; and valuations-comparisons to similar market transactions

    -Due diligence-includes records review, management interviews and report of findings in all relevant areas -Financial records -Title IV Student financial records -Operating, marketing, and Admissions records

    Title IV Consulting:

    -Title IV records internal review- eg verification, cash management, reporting compliance or as requested

    -Return to Title IV internal review

    -U.S.D.E. financial stability ratio review

    -90/10 regulation compliance review-also 90/10 consultations

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    Healthcare Organizations
    Annual CPA audits:

    -Financial statement audits-not for profit and district hospitals

    -Employee benefit plan audits-401(k) audit, 401(a) audit, 403(b) audit

    Federal & state income tax planning & compliance- private (non public entities)

    Review of contractual discounts and allowances

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    Closely held organizations/not for profit entities/Trusts and Individual
    Auditing & accounting services:

    -Financial statement audits

    -Employee benefit plan audits-401(k) audit, 401(a) audit, 403(b) audit

    -Income tax /planning/preparation/IRS representation-for all entity types

    -Annual tax exempt Federal and State filings and compliance- including consultations with respect to revised form 990 for 2008

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