Tax and Audit Services

When it comes to your tax and audit functions, Arboretum Group works collaboratively with your Auditor/Tax Preparer to provide key support activities. We recommend you engage an outsourced Tax and Audit service through one third party. If you do not have an Auditor/Tax Preparer already in place, we would be happy to recommend one, of several, whom we know and have worked with for over ten years and who are knowledgeable in your industry. Our goal is to provide our clients with a seamless audit experience supported by an efficient and well-organized process while keeping them focused on their future financial goals.

We work together with your Auditor/Tax Preparer by providing services such as:

  • Document and data management to simplify and organize your workflow
  • Management of financial transaction inquiries including notes to the financial statements and supplementary information
  • Assisting with onsite visit requirements
  • Preparation and planning of federal, state, and local returns including Federal Form 1065 and Schedule K-1s
  • Payroll tax and sales tax return preparation
  • Tax compliance and planning
  • Assistance in choosing accounting methods, legal organization, and financial reporting
team team

INVESTOR RELATIONS SERVICES

ACCOUNTING SERVICES

PORTFOLIO ACCOUNTING & MANAGEMENT

COMPLIANCE CONSULTING SERVICES

The Arboretum difference is the client experience.

A client-focused way of doing business.

The only definition that matters is your definition of client satisfaction.