Our Work

“I don't like money, but it quiets my nerves.” – Joe Louis

Financial Statement, Tax & Consulting Services

EXERGY CPA offers a range of tax, accounting and consulting services specializing in small to mid-size emerging companies and the entrepreneurs behind them. We focus on delivering true, measurable business value to our clients. We are a consultancy focused on customer results through the following service offerings:

Financial Statement Review and Compilation Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability, efficiency and value. We provide financial reporting on two levels of assurance:

Tax Services

We prefer to take a proactive rather than a reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Example services offered include:

Tax planning
Tax return preparation
Retirement and benefit plans
Taxing authority representation
Divorce and support issues

Tax effects of buying/selling a
business
Multi-generational planning
Alternative minimum tax
planning

Consulting Services

We can help your business identify areas to improve profitability and growth. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Services of this type services include assistance with:

Acquisitions and sales of businesses
Financial projections
Business plan development
Cost restructuring
Profit planning

Cash flow analysis
Employee benefit planning
Type of entity selection
Business valuation
Internal control assessment