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