Our Services

CTB&K's commitment to client service and satisfaction is implemented through a variety of general and specialized financial services. They include:

Business Valuation
Gift, estate tax planning and compliance purposes, acquisitions and mergers, buy/sell agreements, corporate redemptions, partnership and corporate dissolution, minority/majority shareholder issues. Click here for more information.

Traditional Auditing Services
Audit, review and other attestation services, financial forecasting, business consulting and planning, other management assurance services. Click here for more information.

Tax Services
Corporate, partnerships and individual tax services, Canadian tax services, multi-state taxation, sales and use tax, estate and gift tax planning, mergers and acquisitions, business succession planning, executive compensation issues, international tax planning, entity selection. Click here for more information.

Estate Tax Planning Services
Disposition of property, liquidity analyses, business succession planning, use of trusts and family limited partnerships, charitable giving. Click here for more information.

Construction Contractor Services
Financing assistance, financial systems consulting, litigation support services, incentive compensation plans, succession plan development. Interaction with surety bond companies, agents and commercial banks. Click here for more information.

Not For Profit Services
Audit, tax, assistance in obtaining financing, financial systems consulting, board governance, certification of NYS certified financial reports, federal indirect cost rate proposals, strategic planning and program specific audits. Click here for more information.

Litigation Support Services
Business valuations, forensic accounting, computation of damages, contract dispute investigation and analysis, insurable loss claims, bankruptcy and insolvency, lost earnings and profits, expert witness testimony. Click here for more information.

Cost Segregation Studies
Analysis of construction and/or acquisition cost for new construction, expansion or purchase of real estate, resulting in savings on sales taxes, property taxes and corporate taxes through the acceleration of depreciation deductions. Click here for more information.

Forensic Accounting / Fraud Examination Services
Our experienced professionals have developed proven techniques for forensic accounting or investigating occurrences of fraud. We will provide expert forensic and fraud services as it relates to your case. We will work closely with you or your attorneys to understand the nature of the case and the purpose of our engagement to ensure an appropriate result. Click here for more information.

Business Process Reviews
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Employee Benefit Plans
Generally, the Department of Labor requires employee benefit plans with 100 or more participants, to have an annual financial statement audit which is required to be filed with the plans Form 5500. Chiampou Travis Besaw & Kershner, LLP (CTB&K) has assembled a core team of professionals who specialize in providing audit services to employee benefit plans. Whether you have a 401(k), 403(b), defined benefit or health & welfare plan, our team will be able to assist your Organization in complying with the complex reporting requirements of the Department of Labor (DOL) and Internal Revenue Service (IRS). Click here for more information.