Solutions

Solutions for Every Need

Our suite of solutions is designed to provide the expertise and insight you need to succeed in a complex financial landscape.

At Sorren, we offer a full range of tailored solutions to address the unique challenges of individuals and businesses across all industries. Whether you need assurance, tax, accounting, advisory, or private client services, our team is here to help you confidently navigate every stage. We focus on delivering the right solutions to enhance efficiency, drive profitability, and ensure long-term success.

Audit

Gain the assurance needed to secure funding, comply with regulations, and confidently communicate your financial position.

Review

Meet lender, bonding, and licensing requirements with limited assurance tailored to your business needs.

Compilations

Present your financial information clearly and professionally without requiring assurance.

Agreed Upon Procedure

Get targeted insights from custom procedures designed to address your specific concerns or obligations.

Section 42 Audits

Maintain compliance with low-income housing tax credit requirements and continue delivering affordable housing.

HUD Audits

Demonstrate accountability and proper fund use while meeting federal compliance standards for housing programs.

Federal, State & Local Tax

Find a balance between risk and reward. Together, we discover tax solutions that fit your needs and preferences.

Affordable Housing Tax

Drive profitable growth, meet reporting requirements, and enhance service to your communities and residents.

Tax Planning

Go beyond the basics. Our team takes a proactive approach to achieve your financial goals by recommending personalized strategies.

International Tax

Minimize tax liabilities while maximizing growth with a team that understands international regulation and compliance.

Estate, Trust & Gift Tax

Protect and preserve you and your loved one’s wealth with strategies to distribute your estate with the fewest tax implications possible.

Nonprofit Tax

Maintain your tax-exempt status and ensure full compliance with both federal and state tax laws.

Tax Authority Representation

Reduce the stress and uncertainty of interacting with the federal and state tax authorities by utilizing our experienced team.

Bookkeeping

Clean, accurate records start with consistent bookkeeping. With daily, weekly, or monthly support, transactions are categorized, accounts reconciled, and reports delivered – giving you the clarity to make better business decisions. 

Cleanup

Behind on your books? Whether it’s a few weeks, a few months, or a few years, cleanup brings order to the chaos. Catch up fast, fix errors, and lay the groundwork for accurate, audit-ready financials going forward. 

Bill Pay

Keep the bills moving without having to touch every invoice. Approve payments, track due dates, and keep vendors happy, all while staying in sync with your cash flow. With our streamlined bill pay offering, there are no bottlenecks, and no surprises. 

Payroll

Payroll stresses out a lot of business owners – and for good reason. It has to be right, every time. With our dedicated specialists, payroll runs smoothly: accurate, on time, and without the usual headaches – for a happier team and a happier you. 

Controller

As your business grows, so does financial complexity. A controller offers financial expertise and structure, managing the monthly close, streamlining reporting, and building scalable systems, all while serving as your trusted advisor.

CFO

Bigger goals call for deeper insight. A fractional CFO helps you plan, forecast, and strategize. Whether it’s managing cash flow, preparing for investors, or making big financial decisions with confidence, our experts are here to help. 

Business Valuations

Reliable, objective valuations that support confident decisions, fair transactions, and strategic planning tailored to your business goals.

Transaction Advisory

Expert guidance and clear insights to help you navigate complex transactions, mitigate risk, and achieve successful outcomes.

Corporate Consulting

Strategic guidance and tailored solutions to overcome challenges, unlock growth, and turn critical moments into lasting success.

Litigation Support

Clear analysis and expert support to help legal teams navigate complex financial matters, uncover insights, and build stronger cases.

Family Office Services

High-quality, value-added services that seamlessly help navigate the complex world of significant wealth.

Financial & Income Tax Planning

Unlock new opportunities and reduce or eliminate income tax through proactive, personalized planning.

Estate, Trust & Gift Planning

Preserve your legacy and protect your wealth with strategic gift, estate, and trust planning tailored to your goals and family priorities.

Succession & Transfer Planning

Secure the future of your business and family wealth with strategies that align with your long-term vision and minimize tax impact.

Closely-Held Business

Strategic guidance that balances personal priorities with business goals, helping you grow, transition, and build lasting legacies.

INDUSTRIES SERVED

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