SERVICES
Our tax services include:
- Strategic planning
- Tax preparation and filing
- Multi-state and international issues
- IRS controversy for audits and unpaid taxes
Financial statement assurance services include:
- Audit – highest level of assurance
- Reviews and compilations
Our services are perfectly tailored for privately held business, non-profits and certain governmental compliance. Typical clients include:
- Family/closely owned business with lending requirements for audits or reviews
- Franchisors needing audited financials with FDD offerings
- Engineering firms with annual DOT overhead rate audits
- Non-profits
The members of APEK have a long history of serving as trusted business advisors for their clients, far beyond typical accounting services. Highlights include:
- Outsourced CFO advisory – providing management reports, attending board meetings
- Interim CFO – serving in an internal role, often in a crisis situation
- Owner mediation – partners/family members are at odds
- Proactive planning – from selection of legal entity to long term succession plan
- Financing proposals
- Business litigation
- Buy/sell consulting