Audits aren’t just for your bankers and business partners, they’re valuable management tools.
In addition to developing the statements required, we offer you insight and advice about your accounting controls and business practices so your business runs more smoothly – and more profitably.
Our audit process starts with a pre-audit assessment where we seek to understand how your business operates. This step helps to ensure an audit with “no surprises.”
It also becomes a necessity in light of the stronger regulatory standards that have been instituted.
To streamline the entire process, we adopted a “paperless” office system years ago.
Using electronic file documentation, we can conduct audit procedures from anywhere and provide a more seamless connection between our audit team and your staff. In some cases, a full audit isn’t necessary.
Sandler & Company, P.C. offers formal reviews of financial statements and provides a limited type of assurance that they have been correctly prepared.
If we find issues with your financial statements, we can advise you on the necessary corrections and assist you in addressing the underlying issues.
Our Audit and Accounting Services include reviews, compilations, agreed-upon procedure engagements, audits of employee benefit plans, audits for privately-held entities and non-profit organizations.
During the critical start-up phase of a fund, Sandler & Company, P.C. provides valuable structural advice and expertise and collaborates with the fund's general partner and legal counsel on partnership agreements, private placement memorandums and other offering documents. Our clients' funds — which include both domestic and offshore funds — invest in a variety of financial instruments including the following:
Once hedge funds are operational, our accounting, audit, and tax services can include the following:
Our experienced professionals are on top of the constantly evolving issues that face the industry including tax legislation, the latest accounting pronouncements, new securities laws and market tactics that affect investment decisions. We provide technical consulting to allow general partners and/or investment management companies to plan for and achieve optimal financial and tax benefits.
Our experienced professionals provide the highest levels of quality service to broker-dealers. From auditing year-end financial statements to computing net capital requirements, auditing internal controls, or determining tax structures, we understand the unique challenges facing today's broker-dealers. At Sandler & Company our team has in-depth industry expertise and resources to offer a full range of planning and regulatory advice.
Establishing, running, and expanding a business each brings a new set of tax considerations and, generally speaking, new complications.
Our professionals are recognized for their expertise in devising tax strategies and responding quickly to the opportunities and challenges that emerge.
We are experienced in serving clients with a broad range of tax structures, including corporations, partnerships, trusts and estates, foundations, and non-profits.
There are always tax implications for business owners.
Many of our clients are also the owners of their businesses and need to understand the complete effects of one tax approach over another. We provide guidance on the full implications of their options after listening to their business and personal financial goals.
Our Tax Compliance & Reporting services include, Business structuring, Mergers and acquisitions, Strategic tax planning, Trust and estate planning, Federal, state, and local taxation compliance, Sales and use tax research & compliance, Pensions and employee benefit plan compliance
