Phone Consultation

If you would like to speak with our tax team you can schedule a phone consultation. You can schedule an individual hour or schedule a private webinar with your team. Please contact mklingler@ncomplianceservices.com or call us at 877-650-1099 if you’d like to schedule some time.

Hourly Rate $250.00

Client will be billed our hourly rate; we can provide an estimate prior to consultation.

Onsite Consultation

We can come to you! If you need an expert from our tax team to come to your offices let us know. Our experts can meet with you to answer your questions and work with you to assess your ongoing needs. Please contact mklingler@ncomplianceservices.com or call us at 877-650-1099 if you’d like to schedule some time or talk to us about how we can help.

Our fees for consulting will be quoted per project; work will commence upon written approval from client.

Compliance Reviews and Assessments

We can help you review your systems to ensure that you are meeting your compliance obligations. Our tax team can help you in several ways. Please contact mklingler@ncomplianceservices.com or call us at 877-650-1099 if you’d like to schedule a Review or would like us to help you assess your needs.

Our fees for the following services will be quoted per project; work will commence upon written approval from client.

Compliance Review

Our Compliance Review is done via phone and electronically. We’ll tell you what we need to see and you’ll provide the information. Once we collect the information we’ll review it and make an initial assessment of your systems and exposure. Based on the information you provide we will give you a report of our findings.

Compliance Assessment

Our Compliance Assessment is a more in-depth review and assessment of your systems. We will come to you to look at your systems, perform staff interviews and collect documentation. We’ll review all of the information collected and make assessment of your systems and exposure. Based on this information we will give you a report of our findings with next steps and suggested policy and procedure changes.

Mock Audits

Our tax team can perform a full mock audit of your systems. We’ll spend time at your offices, interview your staff, collect information and work with you to identify problem areas. This is a very deep review of your systems to ensure that you have systems in place to

Policy and Procedure Review and Development

We can help you assess your current Policies and Procedures or assist you with development of Policies and Procedures that incorporate best practices and help you ensure compliance. Please contact mklingler@ncomplianceservices.com or call us at 877-650-1099 if you’d like us to assist you with your Policies and Procedures.

Our fees for the following services will be quoted per project; work will commence upon written approval from client.

Policy and Procedure Review

We will review your current Policies and Procedures and let you know if we find any problem areas. You provide us you’re your written policies and procedures and we’ll review them. Based on the information you provide we will give you a report on our findings.

Policy and Procedure Development

We can help you revise existing Policies and Procedures or work with you to develop Policies and Procedures.