CAPABILITIES
Human Resources
Fulfilling your mission and business bottom line isn’t just about the quality of your work or product line. It’s about financial and operational performance and how well you’re positioned for the long-term. With constantly changing and complex rules and regulations, every organization needs to be prepared and ready. We help you remain proactive with audit, review, compilation, and other assurance offerings. It’s all in the name of better positioning you to continue defining the future with your work and impact.
What we do
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Audits
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Reviews
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Compilations of financial statements
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Attestation engagements
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Cost containment and control
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Employee benefit plan audits
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Advice and consultation
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Merger and acquisition due diligence
40+
Years in Business
Locally owned, controlled, and managed. Since day one.
MORE WAYS WE CAN HELP YOU DEFINE THE FUTURE
Business Valuation
A holistic and integrated approach to address stockholder disputes, estate planning, marital dissolutions, and mergers and acquisitions
Employee Benefit Plan Audits
Rigorous analysis ensuring that employers meet all reporting requirements and are fully prepared for risks that may lie ahead
Tax Consulting & Compliance
In-depth understanding of tax law changes, regulations, pronouncements, and court decisions applied to ensure sustainability in a dynamic climate
Forensic Services
A wide array of forensic tools and methods to uncover fraud, reduce risk, and safeguard against any activity jeopardizing organizations’ well-being
Financial Planning
Big picture approach creating tailored solutions to help clients chart a path towards financial independence and to protect and grow portfolios
Business Strategy
Vision and in-depth expertise align to help organizations compete, tap into opportunities, and maximize profit now and into the future
Cybersecurity
Big picture approach creating tailored solutions to help clients chart a path towards financial independence and to protect and grow portfolios
HR
Vision and in-depth expertise align to help organizations compete, tap into opportunities, and maximize profit now and into the future
Jason has extensive experience helping hundreds of construction companies achieve operational efficiency and sustainability. His area of expertise lies in forensics and has helped companies recoup millions of dollars due to fraud and criminal activity.
As a tax manager, JoAnne works with closely held businesses, large corporations, and high net-worth individuals, providing income tax planning, research, and tax compliance services. With over 15 years of experience in public accounting, she manages complex federal and state tax compliance services for major corporate and pass through business entities in numerous industries.
JoAnne is a member of SKNOW, a joint collaboration of SK Wealth Management, LLC and Sansiveri Kimball & Co., LLP, which actively plans networking opportunities, training, and events that help promote growth and development for its members and their business.
Liz is a senior manager in the tax consulting & compliance group. Since 2004, she has been advising Sansiveri’s closely held businesses providing income tax planning, and federal and state tax compliance services for various types of corporate and pass-through business entities. Liz has extensive experience in multistate taxation and issues facing service businesses and high net-worth individuals. Prior to joining Sansiveri, she was a tax manager with Ernst & Young where she worked for 19 years.
Liz serves on the executive committee of SKNOW, a joint collaboration of SK Wealth Management, LLC and Sansiveri Kimball & Co., LLP, which actively plans networking opportunities, training and events that help promote growth and development for its members and their businesses.