SERVICES

PASSIONATE ABOUT DRIVING GROWTH 
Working shoulder to shoulder with clients as their trusted business advisor leads to better solutions. Our clients continually tell us that they love our approach to providing services, because we are always responsive and accessible when they need us. 

AUDIT AND ASSURANCE SERVICES

When investors, banks and other financial statement users make decisions, they want to be sure they have the most reliable, relevant information about your company or organization. By leveraging our deep expertise and knowledge, we ask the right questions and provide a financial statement audit and review process that is both efficient and effective. This also helps you make the critical decisions necessary to grow your business. Responsive and accessible at all times, we ensure that key questions and concerns get the right level of attention when attention is needed. Our approach is flexible and collaborative, and we partner with our clients to focus on business risks that are critical or unique to the company and industry. 

• Financial Statement Audits, Reviews and Compilations 

• Employee Benefit Plan Audits 

• Agreed-upon Procedures 


TAX SERVICES

Tax services are geared to be forward-looking and proactive. Our goal is to help you minimize exposure and protect your assets. Strategies are aimed at helping you to grow your business and reach your goals. Solutions are tailored to meet each situation. We are more than the typical tax advisor. We deploy the very best professionals who provide practical solutions and true collaboration based on each unique set of facts and circumstances, always considering our clients’ specific needs and goals.

• Federal Tax Planning 
• Representation 
• Tax Preparation Services 
• Trust & Estate Planning and Tax Preparation
• Charitable Giving Strategies 
• Year-end Tax Planning and Projections
• Retirement Planning  
• Business Entity Consulting

 

ACCOUNTING & ADVISORY SERVICES

Without proper accounting and reporting, it’s virtually impossible to grow a successful business. Accounting, tax and financial reporting resources help guide you through complex accounting matters, freeing up your valuable resources to use on other areas of your business. From private schools, sole proprietors and early stage start-ups to established businesses and non-profit organizations, we’ll provide you with the support you need.  

• Complex Accounting Transactions 
• Assessment and Design of Internal Controls
• Operational Issues
• Accounting Support 
• Bookkeeping 
• Accounting System Setup 
• Personal Financial Statements 
• Manage and coordinate computerized payroll services 


TRANSACTIONAL & TAX CONSULTING

Tax consulting and strategic planning related to transactions and events are geared to be forward-looking and proactive. Out deep bench of seasoned tax professionals are focused on optimizing your situation. Equipped with state-of-the-art planning software and deep experience, our team approaches each situation by forecasting and analyzing the effect of alternative strategies to minimize your federal and state tax liabilities.

We advise our clients on a host of tax-related matters affecting them and their businesses. These include strategic planning for recent legislation, lease/buy decisions, business acquisitions, business entity selection, charitable giving strategies, and retirement planning, to name a few.

We’re working for you start to finish. In the event of a federal or state income tax examination, our team regularly advocates for our clients in field audits, appellate level hearings, and various other government inquiries. We have developed working relationships with many tax officials over the years, building a level of trust and stellar reputation that can often expedite the examination. 

OUTSOURCED ACCOUNTING SERVICES

The shortage of qualified accountants in the market has created an overall strain on resources across many industries. Many of our non-attest clients, as well as third party organizations, have been operating short-staffed, and they have been reaching out to us for help on a regular basis. We have responded by building accounting support services into our service offerings. Our team of professionals include experienced bookkeepers and accountants, who bring a level of versatility and adaptability that allows them to seamlessly integrate into most situations and begin to add value right away. Whether the need is for monthly bookkeeping, revising and improving finance and accounting processes, cleaning up the books, catching up on bank reconciliations, monthly internal financial statements, or full controller services, chances are that we can help. Ask us about how we can help to support your in-house accounting and bookkeeping needs. 


CONTRACT AUDIT SERVICES

Outsourced audit services allow other CPAs and accounting firms to leverage from our deep experience and expertise in generally accepted auditing standards and proper financial reporting.  Often times, accounting firms are strapped for resources and many have found that the audit expertise within the Stone team allows them the peace of mind that comes with knowing procedures related to their attestation engagements are being conducted and documented by auditors who understand how to properly perform and document procedures.  Whether it’s risk assessments, sampling methodology, analyzing results or the various important aspects of each attestation engagement, firms who partner with us always know that they are in good hands, and that each engagement will meet the applicable standards ...and we understand that a big part of our job is to make you look good to your clients.  Our team can relieve pressure on your team,  Ask us how. 

FORENSIC ACCOUNTING AND LITIGATION SUPPORT SERVICES

Our approach to forensic accounting and litigation support begins with gaining a thorough understanding of the facts and our client’s goals and objectives. We leverage our knowledge of accounting and reporting standards, as well as our deep knowledge of internal controls, and apply them to the facts and transactions and/or governing contracts and agreements. Years of experience working on fraud cases and business disputes that include depositions and testimony have helped us to be efficient at getting to the facts and delivering an objective, credible analysis. We know what questions to ask and what answers to pursue.   
  
• Accounting Disputes 
• Financial Statement Fraud 
• Asset Misappropriation 
• Embezzlement 
• Economic Damage and Loss Analysis 
• Expert Reports and Expert Witness Services 

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help. 
Contact Us
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