How We Help Clients Succeed

frontOffering solutions that make a difference is a commitment we make to our clients. The services we provide are intended to help owners and executives monitor the health of their business, grow the business, reduce risk and minimize tax consequences, as well as plan for the future of both the business and the individual. Here are some of the ways we do that:

Assurance Services

Audits, reviews, compilations, and agreed-upon procedures assure you, your bank, and your partners that information is being reported accurately and appropriately. When interpreted properly, they also act as a valuable tool to help you identify strengths and weaknesses within your operations so that you can quickly make changes where and when they are needed most.

Specialty Audits

The highly trained and experienced team at Gurman & Company provides audits to a wide range of businesses, including not-for-profit organizations, real estate entities, and government contractors.

Tax Planning and Compliance

Planning ahead is the key to effectively minimizing the tax consequences of any transaction and maximizing the amount of profit you keep. In addition to continuous tax planning and forecasting for the business, we assist individuals with estate and retirement plans. Should you be faced with an IRS audit, our professionals are also experienced at providing IRS, state, and local representation.

Management Advisory

Efficiency improves profitability. With this in mind, our professionals help owners manage challenging business issues, ranging from budgeting and forecasting to merger and acquisition consulting and succession planning. In addition, because we respect the need for independence, our affiliate, Gurman Accounting Services, LLC, offers outsourced accounting, bookkeeping, and controllership services.