Services
At Horowitz & Ullmann, we value our reputation for quality services and believe this reputation is the basis on which we attract new clients and build our practice. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
Audit & Assurance
- Financial Statement Audits, Reviews and Compilations
- Governmental ("Yellowbook") and OMB Uniform Guidance Audits
- Employee Benefit Plans (ERISA) Audits
- Financial Projections and Forecasts
Tax Services
Accounting & Bookkeeping
Consulting & Advisory
- Personal Financial Planning
- Estate and Trust Planning
- Entity Selection and Restructuring
- Cash Flow and Budgeting Analysis
- Debt and Finance Advising
- Mergers, Acquisitions, and Sales
Specialized Services
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