Since 1956, we’ve provided accounting, tax, consulting and business advisory services through innovative thought leaders who deliver their expertise to meet the individual needs of each client.
Big Problem: Emerging Technology Client Unaware Of Sales Tax Requirements Upon Exit
Big Thinking: Perform Multi-jurisdictional Tax Exposure Analysis To Ensure Compliance
When one of the firm’s emerging technology clients was making plans to sell their business, Trevor and his team noticed that they were unaware of sales tax filing requirements. Knowing from experience how complex such requirements can be for emerging technology companies who sell products...
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Their knowledge of our account allows for efficient conversation.
The SOC 1 and SOC 2 teams are great to work with, and they are talented professionals.
The people are detailed and thorough.
We had the pleasure of working with an exceptionally professional and knowledgeable team on our SOX 404 audit for the 2024 cycle. The team navigated the complexities of a first-year review with precision and efficiency. They stayed on budget, which was no small feat given the scope and depth of the work involved.
Very strong team that complements our needs. The Relationship is truly a partnership.
They are very responsive when I have an issue, and I am looking for some help.
We have always been impressed by the team’s expertise, knowledge and understanding of the higher education industry. They have a personal, proactive approach to guide us through the many complexities and challenges we face on a regular basis.
Audit and tax teams are very responsive and provide valuable insight.
Not only is their professional and experience so valuable to our organization, their availability throughout the engagement and any time throughout the entire year is terrific and that line of communication is very helpful and adds value to their services.
The people and their in depth knowledge and caring
Our Thoughts On
Explore the key business risks shaping 2026, from talent and workforce challenges to cybersecurity, fraud, AI, and ownership transitions. Numbers don’t lie. They tell the…
Our Thoughts On
Our Thoughts On
