Members of our long-term care community services group are dedicated to helping clients address their operational and financial concerns.  For more than 15 years, we have worked closely with large and small nonprofit and for-profit facilities throughout the Mid-Atlantic region.  Having worked with such a diverse group, we understand the varying needs and regulatory demands of long-term care facilities including continuing care retirement communities (CCRCs), assisted living facilities and nursing homes.

In addition to providing audit and tax preparation services, we will regularly meet with your management team and finance committee members to discuss a broad range of operational issues including managing capital campaign investments and bond reporting requirements, as well as developing buy/sell agreements and acquiring and setting up life contracts.  As a result of our team's industry expertise and commitment to ongoing client communication, our clients have said that they finally feel like someone is looking out for the board's interests.  The following are some of the areas in which we can assist your facility:

Accounting Services:

• Prepare annual and interim financial statements
• Develop budgets and cash flow forecasts
• Maintain of fixed asset and depreciation schedules

Attestation Services:

• Financial statement audits, reviews and compilations
• Review and evaluate the adequacy of existing internal control systems and policies
• Identify fraud factors and analysis of risk level

Tax Services:

• Prepare Form 990 or state and federal tax returns
• Provide recommendations about unrelated business income tax issues
• Evaluate and explain the tax consequences of various real estate and financial transactions

Management Services:

• Provide asset allocation analyses and return on investment computations
• Advise on restructuring debt agreements and meeting HUD reporting requirements
• Advise on mergers and acquisitions

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