Wednesday, September 20, 2017

Following a list of the services we offer. If there's something else you had in mind, don't hesitate to ask.

Accounting & Assurance

  • Audits, reviews, and compilations
  • Audits of employee benefit plans under guidelines of ERISA and the DOL
  • Accounting estimates (bad debts, LIFO computations, deferred compensation agreements, etc.)
  • Accounting system setup for new businesses
  • Bookkeeping/Write-up (monthly, quarterly and annual)
  • Business tax return preparation (Sales & Use / Business Property / Payroll)
  • Cash Flow and budget analysis
  • Computer system design, acquisition and implementation
  • Financial and operational analysis
  • Financial forecasts and projections
  • Personal financial statements
  • Long-term financing advice
  • Litigation support

Tax Preparation and Advisory Services

  • Tax planning
  • Analyses of business decisions
  • Merger, acquisition, reorganization and liquidation advice
  • Cost Segregation Studies
  • Tax preparation
  • IRS examinations and protests
  • Multistate and foreign tax planning
  • Section 1031 exchanges
  • Financial planning
  • Tax Accounting Methods
  • R&D Tax Credits and Incentives
  • State Tax Credits
  • Investment and Personal Financial Planning
  • Corporate or Business Planning
  • Representation before the IRS on Tax Matters
  • Risk Advisory – Anti-Fraud, Fraud Investigation, Business Process Improvement

Healthcare Assurance, Compliance & Consulting

  • Audits, reviews, and compilations
  • Audits under Government Auditing Standards
  • Single audits (OMB Circular A-133)
  • Financial and operational analysis
  • Accounting estimates (bad debts, contractual allowances, third-party payor settlements)
  • Medicare fiscal intermediary subcontracting
  • Medicare and Medicare cost report preparation
  • Medical education issues
  • Interim rate analysis
  • Coordinate and review fiscal intermediary audits
  • Appeals to the Provider Reimbursement Review Board
  • Cost exceptions
  • Wage index reviews
  • Geographic reclassification applications
  • Regulatory advice
  • Analysis and impact studies of new legislation
  • Analysis and impact studies of new services and acquisitions
  • Compliance support
  • Expert testimony
  • Forecasts and projections
  • Feasibility studies
  • Budget assistance
  • Long-term financing advice
  • Employee benefit plan structure
  • Board education
  • Sounding board
  • Litigation support
  • Arbitration
  • Trend analysis
  • Tax returns
  • Informational returns
  • Tax exemption issues
  • Unrelated business income issues
  • Community benefit issues

Business Valuation

  • Mergers
  • Acquisitions
  • Spin-offs
  • Initial public offerings
  • Allocations of acquisition price
  • Adequacy of life insurance
  • Liquidation or reorganization of a business
  • Litigation
  • Buy-sell agreements
  • Divorce
  • Minority shareholder interests
  • Compensatory damage cases
  • Financing
  • Insurance claims
  • Employee stock ownership plans
  • Estate and gift taxes
  • Incentive stock option considerations
  • Charitable contributions
  • Return on investment analysis
  • Government actions

Estate & Succession Planning

  • Gather and analyze information with respect to your assets and liabilities and personal requirements
  • Evaluate the tax implications of your wills, contracts and ownership
  • Calculate estate liquidity
  • Analyze appropriate use of the martial deduction and residuary trusts
  • Review the implications of "generation skipping"
  • Analyze insurance holdings including the use of life insurance trusts
  • Determine ways to reduce taxes and administration expenses
  • Review tax efficient methods for making charitable contributions
  • Evaluate potential inheritances and cash flow for heirs
  • How will the family benefit?
  • How will the business continue?
  • Who will take charge?
  • How can potential estate taxes be reduced?
  • How can we provide for the negative financial impact that the death of the founder will have on the business?

Employee Benefit & Retirement Plans Administration

  • Plan design for profit sharing, 401(k), money purchase, age-based, new comparability, target benefit, defined benefit, etc.
  • Assistance in plan implementation
  • Preparation and submission of documents for IRS qualification
  • Administration services
  • Annual trust accounting (semi-annual, quarterly or monthly if requested)
  • Census verification
  • Eligibility determination
  • Allocation of contributions and earnings
  • Management of participant loans
  • Administering termination distributions
  • Discrimination testing
  • Answering participant inquires
  • Preparation of employer and employee statements
  • Preparation of IRS filings including forms 5500, 1099, 945, etc.
  • Preparation of summary annual reports

Physician Services

  • Utilization review (CPT codes)
  • Fee schedule development or review
  • Physician productivity analysis
  • Revenue sharing agreement
  • Procedure cost analysis
  • State & Local tax issues
  • Physician bonus methodologies
  • Medicare issues (law and regulation research)
  • Information Technology advisory services
  • Practice valuation services
  • Accounting and Internal Control Systems
  • Billing & Paperless Systems Software
  • Entity selection
  • Employment contracts
  • Buy/sell agreements
  • Practice sale, merger, acquisition and liquidation advisory services
  • Non-compete agreements
  • Excess benefit agreements
  • Physician/hospital contractual relationships
  • Employment related issues and benefit plans