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Audit, Reviews, and Compilations

We provide financial reporting on all three levels of assurance:


We design our audits to provide reasonable assurance that the financial statements are free from material misstatement, whether due to fraud or error, in accordance with auditing standards generally accepted in the United States of America. In addition, we use our knowledge and experience in your industry to gain an understanding of internal control and to assess the operating effectiveness of those controls. We use our risk assessment to plan the audit and make recommendations intended to improve the internal control or result in other operating efficiencies. We will also evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management. We have experience in providing audit services in the following fields: 


  • Non-Profits, including OPWDD, OMH, HUD and OASAS funded Organizations

  • Fire Districts

  • Fire District LOSAP'S

  • Fire Companies

  • School Districts

  • Local Development Corps

  • Nursery and Pre Schools

  • Membership Organizations and Associations

  • Foundations

  • Nursing Homes

  • Libraries

  • For-Profit Organizations

​We review financial statements in accordance with Statements on Standards for
Accounting and Review Services issued by the American Institute of Certified Public Accountants. Review services as dictated by professional standards are substantially less in scope than an audit and consist principally of inquiries and analytical procedures. We have experience proving review services to both the non-profit and for-profit sectors.​

We assist our clients by compiling their financial statement information in accordance 
with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. Our compilations are the representation of management and are not audited or reviewed by our firm.

Pension and Profit Sharing Plans

In addition to providing services to audit the financial statements and supplemental schedules of employee benefit plans which are included with the Form 5500 filing with the Internal Revenue Service and the Department of Labor, we also perform procedures directed at considering the plans compliance with certain internal revenue code requirements. In addition, we can assist you in preparing or reviewing your defined contribution, defined benefit, or health and welfare plan Form 5500.

Cost and Other Compliance Reporting

We assist our clients with all their compliance reporting requirements including the
preparation, review or audit of the following:

  • Single Audits under the Uniform Guidance

  • Data Collection Forms submission with the Single Audit Clearinghouse

  • Consolidated Fiscal Reports with OPWDD, OMH, OASAS and SED

  • Federal Form 990, 990T, and New York State CHAR500 annual filings

  • Preparation and filing of Annual Update Document for fire Districts

  • Certification of financial information reported to the Real Estate Assessment

  • Center of the U.S. Department of Housing and Urban Development

  • Medicaid cost reports

  • Medicare cost reports

Management Advisory and Other Services

Our firm has extensive experience in assisting clients with a variety of accounting andmanagement advisory needs. We utilize our extensive research library to solve ourclients problems. We also use our expansive network of contacts, consisting ofconsultants and other organizations, to assist us with the management advisory needsof our clients. The following is a short list of the services we are able to provide:

  • Accounting services

  • Bookkeeping/write-up services

  • Cash flow and budgeting analysis

  • Assistance in developing accounting systems and chart of accounts

  • Assessments of internal controls

  • Tax Exempt Organizations applications and registration filings

Agreed-Upon Procedures

We assist organizations by performing specific procedures defined by the users of the
report. We report our findings to assist the user in evaluating financial information and
compliance as it relates to the procedures defined.

Tax Services

We prefer to take a proactive approach versus a reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Tax planning and return preparation services offered include but are not limited to the

  • Individuals

  • Corporations

  • S-Corporations

  • Partnerships

  • LLCs/LLPs

  • Not-for-profit organizations, including NYS Charities filings

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