Our Services
FustCharles offers best in class Advisory, Accounting, Audit and Tax services to businesses, not-for-profit organizations and individual clients. Let’s work together.
Audit
Audit & Attestation
- Financial Statement Audits, Reviews and Compilations
- Agreed-Upon Procedures
- Financial Statement Preparation
- Regulatory Compliance
- Custody Audits
- Risk and IT Assurance
- SOC Reporting (SOC 1, SOC 2) and other attestation reports
- Sarbanes Oxley (SOX 404)
Closely Held Business
- Start-up and Growth Planning
- Entity Structuring Analysis
- Shareholder/Partner Agreement Design
- Strategic and Business Planning
- Cash Flow Analysis
- Benefit Plan Consulting
- Assurance Services including, Audit, Review and Compilation
- Transition & Estate Tax Planning
- Income Tax Planning
Employee Benefit Plan
Assurance & Consulting
- Defined Benefit Plans
- Defined Contribution Plans, including, 401(k) and 403(b)
- Health & Welfare Plans
- Plans Requiring 11-K Securities and Exchange Commission Filings
- Retirement Programs and ROTH management
ESOP (Employee Stock Ownership Plan)
- Financial Statement Audits, Reviews and Compilations
- Agreed-Upon Procedures
- Financial Statement Preparation
- Employee Benefit Plan Assurance and Consulting Services
- Planning of Multiple Phase ESOP Transactions
- Mergers, Acquisitions and Business Restructuring Services
- Tax Controversy and Tax Audit Support Services
- Estate, Gift and Trust Consulting and Return Preparation
- Business and Individual Tax Preparation and Planning
TAX
Every tax return should have a second set of eyes looking at it.
Learn about our Closer Look Tax Review Services
Tax Compliance
- Business, Individual and Not-For-Profit Tax Preparation and Planning
- Estate, Gift and Trust Return Preparation
- Tax Controversy and Tax Audit Support Services
- Research and Development Tax Credit Studies*
- Cost Segregation Studies *
- International Tax Services, including, Transfer Pricing Studies *
Tax Planning & Consulting
- Business Succession Planning
- Estate, Gift and Trust Consulting
- Start-up and Entity Structure Analysis
- Mergers, Acquisitions and Business Restructuring Services
Integrated Tax Solutions
- Tax Outsourcing/Co-sourcing >>Learn about when to Outsource/Co-source
International Tax
- Multi-Jurisdiction Compliance and Reporting
- Guidance and Basic Structuring for Outbound U.S. Companies
- Transfer Pricing Reviews
- Tax Efficient Acquisitions
- Risk Management and Compliance
- Joint Venture Structuring and Utilization of Foreign Losses
Consulting
Enterprise Risk Management / Internal Controls Assessment
We can provide your organization with valuable insights on risk identification and mitigation, which allows for better decision making, operational efficiencies, enhanced business resiliency, compliance with applicable regulations, and scalable growth.
Forensic Accounting
- Fraud Prevention
- Fraud Investigation
- Governmental Compliance Services
Mergers & Acquisitions
- Document Review
- Negotiation and Closing Issues
- Tax Consulting and Structuring
- Financial and Tax Due Diligence
- Post-Merger Integration Plans
- Business Valuations
- Purchase Price Allocations
Tax Planning & Consulting
- Business, Individual and Not-For-Profit Tax Preparation and Planning
- Start-up and Entity Structure Analysis
- Multi-State Income, Franchise Tax and Nexus Planning
- International Tax Services, including, Transfer Pricing Studies *
- Mergers, Acquisitions and Business Restructuring Services
- Tax Controversy and Tax Audit Support Services
- Estate, Gift and Trust Consulting and Return Preparation
- Business Succession Planning
- Cost Segregation Studies *
- Research and Development Tax Credit Studies *
BY INDUSTRY
Cannabis
- Budgeting and Cash Flow Planning
- Start-up and Growth Planning
- Financial Statement Audits, Reviews and Compilations
- Tax Planning and Tax Return Preparation
- Entity Structuring
- Regulatory Compliance
- Business Advisory Services
Emerging Enterprises
- Budgeting and Cash Flow Planning
- Start-up and Growth Planning
- Financial Statement Audits, Reviews and Compilations
- Tax Planning and Tax Return Preparation
- Entity Structuring
- Regulatory Compliance
- Business Advisory Services
Government Services
- Agreed-upon procedure engagements
- Audit/Review/Compilation of Financial Statements
- Cash Flow Analysis
- Compliance examinations pursuant to federal reporting requirements
- Disclosures/Details for Financial Statements
- Federal Compliance Audits under the Uniform Guidance
Healthcare
- Financial Statements
- Employee Benefit Plan Audits
- Management Planning, Reporting and Control Systems
- Mergers, Acquisitions and Organizational Restructuring Services
- Tax Planning and Compliance
- Corporate Governance
- Medicare, Medicaid and Other Payors Reimbursement and Rate Setting Analyses
- Reimbursement Optimization Strategies
- Cost Report Preparation
- Revenue Cycle Analysis and Best Practices
- Corporate Compliance Services
- Due Diligence Procedures
- Debt Capacity Studies
- Internal Audit Services
- Litigation Support
- Board Education
- Healthcare Consulting: Get to know Microscope
Hospitality
- Cost Segregation Studies to Maximize Depreciation Income Tax Deductions
- Green Energy Tax Services
- Entity Structuring Analysis
- Internal Control Studies
- Cash Flow Projections
- Debt Restructuring
- Historic Rehabilitation Credit Services
Manufacturing, Distribution & Retail
- Financial Statement Audits, Reviews and Compilations
- Management Planning, Reporting and Control Systems
- Mergers, Acquisitions and Business Restructuring Services
- Business Succession Planning and Owner Estate Planning
- Tax Planning and Compliance
- Multi-state Income, Franchise Tax and Nexus Planning
- International Tax Services, including Transfer Pricing Studies
- Grant and Incentive Identification
- Corporate Governance
- Employee Benefit Plan Services
- Cost Segregation Studies
- Research and Development Credit Studies
- Financial Projections and Operating Budgets
- Asset-based Financing and Other Credit Facilities
- Business Advisory Services
Not-For-Profit Organizations
- Financial Statement Audits, Reviews and Compilations
- Financial Statement Preparation
- Tax Planning and Compliance
- Management Planning, Reporting and Control Systems
- Regulatory Compliance
- Business Advisory Services
Professional Service Firms
- Financial Statement Audits, Reviews and Compilations
- Business and Individual Tax Preparation and Planning
- Multi-State Income Tax and Nexus Planning
- Entity Structuring
- Operational Consulting including, Strategic Planning
Real Estate & Construction
- Business & Entity Restructuring
- Capitalization, Financing and Fund Closings
- Cash Flow Optimization
- Cost Segregation and Accelerated Depreciation Strategies
- Succession Planning and Wealth Services
- Merger & Acquisition Strategies