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Agreed Upon Procedures

Kathleen M. Egan CPA PLLC Referrals

Most clients request typical tax or accounting services, however, if you have specific needs required by a potential lender or a regulatory authority, this type of engagement may fit the bill.

This nontraditional engagement gives us added flexibility in meeting our client’s needs. Examples include litigation support, investigative reviews, and forensic accounting.


Tax Organizer Download

Prepare for your 2019 taxes with our handy tax organizer. You’ll have all of your tax-related information documented in one location so you’re ready for your tax appointment.