Services

Public Sector

Local Units of Government

  • Accounting Assistance and Reconciliations
  • County, Township, City, and Town Independent Financial review
  • Accounting Systems Review
  • Arbitrage Calculations
  • Budgeting
  • Continuing Disclosure Filings
  • Escrow Verifications of Debt Refinancing
  • Excess Levy Appeals
  • Fiscal Plans for Annexations
  • Land Use and planning Services
  • New Debt Issuance
  • Municipal Advisor – Independent Registered Municipal Advisor for bond financing
  • Continuing disclosure management
  • MCDC – Municipal Continuing Disclosure Cooperation Initiative of the SEC
  • On-Site Temporary Staffing
  • Refinancing – Refunding of Outstanding Debt
  • Tax Anticipation Warrant Borrowing
  • Tax Cap Impacts of HEA1001

Economic Redevelopment

  • Business Incentives
  • Economic Development Incentives
  • New Debt Issuance
  • Redevelopment and Economic Development Plans
  • Review of Allocation Areas
  • Tax Increment Financing (TIF)

Utilities

  • Water and Waste Water Rate Reviews
  • Cost of Service Studies
  • System Development Charges
  • New Debt Issuance
  • Refinancing of Outstanding Debt

Private Sector

  • Accounting Assistance
  • Capital Asset Compliance and Reporting
  • Individual, Corporate and Partnership Tax Preparation
  • Not-for-Profit Organization Set Up and Compliance
  • Property Tax Filings
  • Tax Abatement (ERA) Filings
  • Tax Planning