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.
Employee Benefit Plan Audits
Stay compliant with regulations through efficient and accurate audits that minimize disruptions and support plan integrity.
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.
