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Request a Proposal

Our proposals include a variety of information about our firm, team, approach, and specific information such as pricing. We accept proposals for attestation engagements electronically and ask that you provide us with the following information:


  • A profit and loss comparison report showing the 2 most recent fiscal years

  • A balance sheet for the last day of the 2 most recent fiscal year

  • The two most recently filed tax returns

  • If you have previously had financial statements prepared by a CPA (i.e. audit, review, or compilation), a copy of the 2 most recent reports and associated financial statements.


We will review the information you submit, contact you with questions if necessary, and then provide the proposal by email.

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