Audit & Review Services
Clarity & Confidence.
Compliance for Businesses.
Understanding your financial standing is essential to the success of your business. Our audits and review services go beyond numbers, providing you with a comprehensive analysis of your financial records to ensure accuracy, transparency, and compliance.
Whether you need a detailed audit or a financial review, our integrated approach helps you make informed decisions for your business.
Why Choose JPM Partners?
An audit or review isn’t just about compliance—it’s an opportunity to strengthen your business.
Expert Guidance
Work with experienced professionals who understand the complexities of financial records.
Clear & Accurate
Gain confidence in your financial records with our meticulous attention to detail.
Risk Reducation
Identify potential issues before they become problems, protecting your business and its future.
Advising clients on complex small business transactions since 2002.
Running your business is hard. You have to think about marketing, operations, legal, tax etc... Inevitably, you will eventually run into a complex transaction that stumps you.
Actual Client Example
Get StartedScenario
Over the years JG has grown from a one-person show into a multiple crew organization providing electrical contracting services to the commercial construction industry. Consequently, Joe had accumulated over $1,000,000 in cash retained earnings that he did not require in operations and would instead invest for retirement.
- Earlier in the year Joe had a scare. One of his crew members was found unconscious on site. After an investigation it was concluded that the crew member had an incident related to a personal health matter and no technical negligence was found to come into play.
- This got Joe thinking. What if this or a similar incident were related to some form of negligence on his or his company’s behalf? Would his retirement savings be compromised if he were sued?
- His lawyers had previously informed him that a holding company is a tool, along with adequate insurance, to help protect his company’s assets. But Joe wasn’t sure how to re-organize his structure to achieve this.
We sat down with him, assessed his situation, and decided to incorporate a holding company, transfer the shares of JG to his holding company, and initiate inter-company dividends to clear the retained earnings out of JG for safe keeping in the holding company.
Best of all, by utilizing certain tax elections and making the required filings we were able to achieve this all TAX FREE. This gave Joe some comfort and stability in his situation whilst saving on what could potentially have been a large and unnecessary tax bill.
Get the tax and financial advice you're missing.
If you've found yourself asking the below questions year after year, then you've come to the right place!
- Want to sell your business but don't know how much it is worth?
- Are you a sole proprietor looking to incorporate your business?
- You've heard a holding company can protect your business' retained earnings, but how do you properly structure one?
- Are you close to retirement and thinking about transferring your business to your children?
- Maybe you'd like to expand into the US but not sure if you need a U.S. entity?
Be confident in your financial setup.
Ensure your financial records are accurate and compliant while planning for long-term growth.
Building a Strong Financial Foundation.
At JPM Partners, our partners are dedicated to helping small business owners with a variety of value-added services. We start with your big picture, then drill down into the details, supporting you the whole way and ensuring we can get your family and business structured in the most tax efficient manner possible.
SRED Credit Applications
Business Valuations
Tax Reorganizations
Estate Planning & Transfer
US/Cross Border Taxation Planning & Filing
Financial Audits & Reviews
Testimonials
Hear from our clients first hand.
For approximately 10 years now JP McDonald has acted in the capacity of auditor for several of the private non profit housing properties in my portfolio. He and his team have completed our audits sometimes with a short timeline efficiently and with the utmost professionalism. They have earned my highest recommendation!
