Services

"Into every life a little rain must fall" – Henry Wadsworth Longfellow

Accounting Services

Timely and accurate financial accounting is critical to effective business management, but maintaining an accounting department staffed with experts can be expensive. EGP's accounting services team has years of extensive federal and state compliance expertise. We free your company from the bother of setting up accounting / bookkeeping processes and procedures. Not only is this a great way to save money, but you can also utilize the time saved to focus on developing your core business.

  • Certified QuickBooks ProAdvisors
  • Financial Statement Compilation
  • Small Business Set-up
  • General Ledger Accounting
  • Sales Tax Compliance
  • Accounting Systems Development and Implementation
  • Quarterly / Annual Payroll Reporting
Our Team
Candice Cole

Accounting Manager

 
Todd Brown

Tax Manager

 

Audit and Assurance

At EGP, our audit and assurance services can be designed to go well beyond the typical to address the quality of information businesses use to make critical decisions. Our approach emphasizes a thorough understanding of our client's business philosophy, personnel and operating systems. As part of our audit, we will communicate any weaknesses noted in our clients' internal controls or accounting systems and offer suggestions to improve operations where possible.

  • Audits
  • Reviews
  • Forecasts and Projections
  • Agreed Upon Procedures
  • Internal Control Audits and Evaluations
  • Compilation
Our Team
Lindsey Baker

Partner

 
Colin Gorman

Partner

 
Mark Barnett Jr.

Audit Manager

 

Business Consulting

Success can be measured by the company you keep. As markets change at increasing velocity, successful companies align their resources and strategies to meet current and new business needs. We ensure our clients' strategic business decisions are based on quantifiable facts, sound business models, and tested assumptions. EGP's clients rely on our expertise to guide them in successfully developing and implementing these strategies for growth and to generate solutions to avoid business pitfalls. Our consultants allow you to save time, get focused, and achieve the long-term results you are looking for from your strategic planning process.

  • Formation and Structural Planning
  • Succession Planning
  • Industry Comparisons and Profitability Analysis
  • Business Valuation Services
  • Merger and Acquisition Consulting
  • Due Diligence
  • Corporate Finance
  • Natural Resource Consulting
  • ESOP Feasibility and Design
  • Feasibility Studies
  • Cost Segregation
Our Team
Jeff Crone

Partner

 
Angela Frazier

Partner

 
Lane Keeter

Partner

 
Colin Gorman

Partner

 
John Green

Advisor

 
Mark P. Barnett Jr.

Audit Manager

 

Estate Planning

Estate planning is not just for the wealthy or the elderly. Putting yourself in control of how your assets are divided is something that you should do in order to save your family excessive taxes, legal fees, legal battles, and family disputes. Our team of professionals works closely with you in order to assure we are familiar with your goals and concerns, details of the estate, as well as your family structure.

  • Formation of Succession Plans for Closely Held Businesses
  • Formation of Gift Giving Strategies
  • Review and Monitoring of Planning Goals
  • Formation of Family Limited Partnerships
  • Formation of Trusts
  • Business Valuations
Our Team
Jeff Crone

Partner

 
Lane Keeter

Partner

 
Angela Frazier

Partner

 
John Green

Advisor

 

Litigation Support

At some point, most individuals and businesses will find themselves embroiled in highly complex litigation requiring financial analysis. Our experience and well established reputation for highly competent, objective and authoritative financial expertise enables us to assist you and your attorney as you face a legal issue. The firm's litigation team is widely regarded as having the expertise needed to express an opinion about the validity of evidence in a case and convey that opinion in a way that can be understood and believed. Our team has earned respect from law firms that understand a qualified financial services firm is a critical component of a successful litigation strategy.

  • Expert Consultant and Expert Witness
  • Economic Damage Analysis
  • Forensic Accounting
  • Business Valuations
  • Marital Property Consulting
  • Shareholder Disputes
  • Business Interruption
  • Settlement Negotiations
Our Team
Bruce Engstrom

Advisor

 
Colin Gorman

Partner

 
Melissa Halpain

Tax Manager

 
 
Mark Barnett Jr.

Audit Manager

 

Personal Advisory

In reading or listening to news accounts these days, there are numerous reports regarding the dwindling social security fund, increasing college tuition, volatile stock markets and growing healthcare costs. According to the Employee Benefit Research Institute, the percentage of workers who said they had less than $10,000 in savings grew from 39% in 2009 to 43% in 2010. In 2011, the Associated Press-LifeGoesStrong.com poll found that 89% of baby boomers were not strongly convinced they would be able to live comfortably in their later years.

Proper estate and wealth transfer planning is also important FOR EVERYONE, regardless of what or how much you own. For one thing, when you consider the value of your home, retirement funds and life insurance, you could be much closer to the estate tax threshold than you might think. Even if you’re not subject to the estate tax, you should engage in proactive planning to ensure that your assets are directed as you wish upon your death. Advance planning can also serve to minimize probate costs. For example, statutory fees could amount to $15,000 on an estate valued at only $300,000.

Our team of professionals is very aware of how crucial these issues are to you and your family. We will perform a thorough financial needs analysis (including a review of your estate plan), and help you develop and implement a plan of action based on your needs, goals and objectives. Getting started is as simple as providing the following information that allows us to help you achieve that peace of mind.

A consultation centered around these items below gives you the tools to start the path to preserving your wealth:

  • Copy of Will(s), Trust Documents, Power of Attorney Forms, Healthcare Proxy(s)
  • Personal Financial Statement, if any, or other listing of your assets and liabilities
  • Documents related to Life Insurance, Disability & Long-term Care Insurance Policies
  • Year-end Brokerage Statements
  • Names and Contact information of current advisors, i.e., attorney, insurance agent(s), investment advisers
Our Team
Angela Frazier

Partner

 
Colin Gorman

Partner

 
John Green

Advisor

 
Jeff Crone

Partner

 
Don Rodgers, Jr

Wealth Management
BrokerCheck

 
Lane Keeter

Partner

 

Taxation

With constant changes in the tax laws, your need for trusted advice is critical. Tax planning and compliance are vital to all different forms of entity structures including individuals. Our professionals are experts in federal, state, and local tax laws and providing year-round, not just year-end, tax planning. Through this approach, potential tax concerns are taken care of as they arise. The scope of our tax consulting services will guide you through the maze of statutes, regulations, preparation of tax returns and tax planning.

  • Formation and Structural Planning
  • Consolidated and Regular Corporations
  • IRS Negotiations and State Representation
  • Year-End Planning
  • Structuring Complex Transactions
  • Individuals
  • S-Corporations
  • Partnerships
  • Limited Liability Companies
  • Estates and Trusts
  • Oil and Gas Taxation
  • Non Profit Organizations
Our Team
Angela Frazier

Partner

 
Jeff Crone

Partner

 
 
Todd Brown

Tax Manager

 
Melissa Halpain

Tax Manager

 
 
Lane Keeter

Partner

 
Colin Gorman

Partner

 
Buneva Wood

Senior Tax Manager