Basic info
Industry
accounting
Sectors
Wealth Management
Financial Planning
Nonprofit Audit & Tax
SSAE 18 (Formerly SSAE16)/ SOC 1 / SAS 70
Estate Planning
Tax Planning
SOC 2 and SOC 3
Outsourced Accounting
SAS 109
SOX 404
Employee Benefit Plan Audits
Tax Compliance
Commercial Audit & Attestation
IT Advisory Services
Date founded
1973