Our Services
FustCharles LLP 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
Closely Held Business
- Startup 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 Seccession 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
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
Construction
- Construction Tax Method Optimization
- Equipment Costing & Allocation Methods
- Contract Fade/Gain Analysis
- Cost Segregation & Accelerated Depreciation Strategies
- Budgets, Projections & Benchmarking
- Job Cost Allocations, Overhead, & Profit Analysis
- Merger & Acquisition Strategies
- Business & Entity Restructuring
- Tax Preparation & Planning
- Audit/Review/Compilation of Financial Statements
- Disclosures/Details for Financial Statements
- Cash Flow Analysis
- Succession Planning & Wealth 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 Statement
- 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