Charles Adams & Associates
Charles Adams & Associates


I. Interim/Part-Time CFO

II. Tax Planning and Preparation

  • Individuals
  • S and C corporations & limited liability companies
  • Partnerships
  • Trusts and estates
  • Foreign trusts and partnerships
  • Not-for-profit organizations

III. Representation Before Tax Authorities

  • Non-filed tax returns
  • Collection issues including liens, levies and wage garnishments
  • Payroll taxes, property taxes, sales taxes and other state and local taxes
  • Offer in compromise

IV. Estate and Trust Tax Preparation

  • Preparation of estate and trust fiduciary returns
  • Preparation of federal estate tax returns
  • Preparation of gift tax returns

V. Attest and Assurance Services For Privately Held Companies and Not-For-Profit Organizations

  • Audit of financial statements
  • Review of financial statements
  • Compilation of financial statements
  • Review of internal controls
  • Agreed upon procedures

VI. Civil and White Collar Criminal Litigation Support

  • Expert witness testimony
  • Consulting expert analysis
  • Investigative accounting in areas of fraud, embezzlement,
    shareholder/partnership disputes and complex tax litigation

VII. Business Consulting

  • Advisory services in the evaluation of acquisition, divestiture,
    reorganization and investment opportunities
  • Serve as paid outside director for privately held companies or
    unpaid outside director for not-for-profit organizations
  • Strategic planning
  • Debt financing advice
  • Evaluation and assistance with business plans
  • Cash flow budgeting and analysis
  • Financial forecasting and projections