CST Group

Meet financial reporting and compliance needs while giving lenders, investors, regulators, and other stakeholders greater confidence in financial information.

Plan ahead, meet tax obligations, and identify opportunities to manage current and future tax liabilities with tailored tax guidance and representation.

Get tailored financial and operational guidance to address business challenges, evaluate transactions, plan transitions, and pursue sustainable growth.

Uncover financial issues, quantify their impact, support disputes, and strengthen controls to help protect business interests and stakeholder trust.

Outsource day-to-day accounting and gain timely financial reporting, CFO-level insight, and strategic guidance to support informed decisions and business growth.

Audit and assurance services

CST Group provides financial statement audits, reviews, and compilations to help organizations meet reporting requirements and address stakeholder needs. Audits examine financial records, internal controls, and supporting evidence using a risk-based approach and provide an independent opinion. Reviews provide limited assurance through analytical procedures and inquiries of management. Compilations help management present financial information without assurance. The service portfolio also includes specialized audits of employee benefit plans, including 401(k), 401(a), 403(b), profit-sharing, employee stock ownership, pension, and other plans, with reporting and ongoing compliance support.

Category: Audit and Assurance Services

• Strengthen Stakeholder Confidence
  An independent audit opinion enhances financial statement credibility with lenders, investors, sureties, and other stakeholders.
• Address Plan Audit And Compliance Requirements
  Specialized plan audits and ongoing support help organizations address reporting, regulatory, and fiduciary requirements while serving participants and plan sponsors. The process includes audit planning, testing, required reporting, and guidance on identified issues and corrections.
• Obtain Limited Assurance
  A review can provide confidence in financial statements when a full audit is not required, using less extensive procedures than an audit.
• Present Financial Information
  A compilation helps management prepare financial statements for internal reporting or other business purposes when assurance is not needed.

Tax Services

CST Group provides proactive tax planning, tax return preparation, compliance, resolution, and representation for individuals, estates, trusts, multi-tiered partnerships, and corporations. Services address federal, state, and international tax matters. By monitoring changes in tax laws and regulations, the firm identifies planning opportunities to help clients manage current and future tax liabilities. Specialized services include estate, trust, and gift tax planning; incentive stock option planning; retirement and education planning; divorce and separation tax planning; nonprofit tax compliance; and real estate tax planning.

• Identify Tax-Saving Opportunities
  Review tax positions throughout the year and identify planning opportunities as laws, business circumstances, and financial goals change.
• Prepare Accurate Tax Returns
  Receive tax return preparation tailored to filing needs, including federal and multi-state returns for individuals and organizations.
• Manage Multi-State Tax Obligations
  Coordinate federal and state tax planning and compliance to address filing responsibilities across multiple jurisdictions.
• Resolve Tax Agency Issues
  Have professionals review tax agency notices, communicate with agencies on your behalf, and help manage responses and important deadlines.
• Address Cross-Border Tax Matters
  Get tax planning and compliance support for U.S. residents working overseas and foreign citizens working in the United States.
• Coordinate Estate And Trust Tax Needs
  Address planning, compliance, and return preparation for estate, trust, and gift tax matters.
• Meet Nonprofit Tax Filing Requirements
  Support nonprofit tax compliance with informational return preparation and guidance on unrelated business income tax.
• Plan Real Estate Tax Strategies
  Address real estate tax matters such as cost segregation, like-kind exchanges, capital gains, multi-state obligations, and transaction planning.
• Plan Incentive Stock Option Decisions
  Consider tax implications related to incentive stock options as part of a broader tax strategy.
• Coordinate Long-Term Tax Planning
  Include retirement and education planning in a tax strategy that considers clients' longer-term needs.
• Understand Divorce-Related Tax Implications
  Review the tax consequences of decisions during divorce or separation, with access to related valuation and investigative support for marital asset questions.

Business advisory services

CST Group provides tailored business consulting and advisory services to organizations of all sizes and across a variety of industries. Its CPA professionals help clients address complex business questions through strategic planning, merger and acquisition services, litigation support, internal controls evaluation, business restructuring, business valuations, succession planning, entity structuring, and financial and operational analysis. M&A support includes financial due diligence, tax-efficient deal structuring, purchase price allocation, transaction cost analysis, and coordination with other deal advisors. CST Group works with clients from business formation and growth through a sale, merger, or generational transition, beginning by understanding their goals and priorities and recommending services that fit.

• Assess Financial Risks And Prepare For Negotiations
  Buyers receive a clearer picture of a target’s financial position, while sellers can address issues and present their business transparently.
• Evaluate Tax Implications Of Deal Structures
  Evaluate tax implications of available transaction structures and elections and coordinate financial and legal considerations with counsel.
• Plan For Sustainable Business Growth
  Receive planning and guidance tailored to business goals and priorities, with support intended to help achieve sustainable growth.
• Navigate Transactions With Expert Guidance
  Get financial and tax guidance for business sales, acquisitions, and ownership transitions, including due diligence, valuation, cost analysis, and coordination with other transaction advisors.
• Inform Ownership And Transaction Decisions
  Use business valuation support to inform succession planning, ownership transitions, and transaction discussions, and to understand the value of a business involved in a sale or acquisition.
• Evaluate And Strengthen Internal Controls
  Review internal controls to help address business needs; government contractor support can also include control design.
• Prepare For Ownership Transitions
  Plan for a business sale, partner transition, family transfer, or other change in ownership with support that can include valuation and coordination of financial, tax, and estate planning.
• Align Entity Structure With Business Needs
  Get entity structuring support for new businesses or existing organizations as ownership, growth, or transaction plans change.
• Support Contractor Accounting And Compliance
  Get assistance with accounting systems, DCAA-related requirements, timesheet compliance, and applicable CAS and FAR compliance.
• Guide Nonprofit Financial Management
  Access support for nonprofit financial reporting, accounting processes, budgeting, forecasting, cost allocations, and policies, alongside related tax and compliance guidance.
• Improve Financial And Operational Visibility
  Use financial and operational analysis, forecasts, and performance measures to support business planning and decision-making.
• Get Guidance At Every Business Stage
  Work with advisors from business formation and growth through sale, merger, or generational transition.
• Receive Guidance Tailored To Your Priorities
  Start with an understanding of business goals and priorities, then receive recommendations suited to specific needs.
• Allocate Purchase Price And Support Compliance
  A defensible allocation supports accounting and tax compliance and informs depreciation, amortization, and financial statement treatment of acquired assets and liabilities.
• Estimate Proceeds And All-In Deal Costs
  Assess estimated sale proceeds or acquisition costs, including relevant fees and tax consequences, before committing to a deal.
• Coordinate Advisors And Address Deal Issues
  Receive coordinated financial guidance that considers transaction structure, tax, financing, filing, and post-closing exposure issues alongside other advisors.
• Support Financial Analysis In Disputes
  Access financial analysis and expert support for litigation or arbitration matters.
• Address Business Restructuring Needs
  Obtain advisory support for business restructuring as part of consulting services tailored to business priorities.
• Analyze Contractor Costs And Rates
  Receive support with indirect cost and rate calculations and contract review to address government contracting requirements.
• Evaluate Post-Close Compensation Arrangements
  Assess arrangements intended to retain key people and protect investment, including post-close compensation arrangements.
• Connect With Advisors Across Jurisdictions
  Access connections to vetted advisors in other jurisdictions when a transaction involves international or multi-state considerations.

Forensic accounting services

CST Group provides forensic accounting and litigation support for suspected financial misconduct, internal irregularities, litigation, and complex asset disputes. Its specialists investigate transactions and financial systems, quantify losses, assess fraud risks, and prepare clear reports with findings and recommended actions. Services also include discreet fraud investigations, expert witness support, marital asset and shareholder dispute analysis, and help remediating issues and strengthening controls to prevent recurrence.

• Uncover Financial Irregularities
  Investigative accounting helps clients establish the facts when they suspect misconduct or encounter unexplained financial issues.
• Measure Financial Losses
  Precise loss analysis helps clients understand the financial impact of suspected misconduct and provides relevant figures for internal or legal action.
• Support Legal And Arbitration Matters
  Clear, defensible financial analysis and expert witness services help legal counsel and clients address financial questions in court or arbitration.
• Strengthen Controls And Prevent Recurrence
  Control redesign, personnel training, monitoring frameworks, and ongoing risk-management support help clients address weaknesses and reduce the risk of future misconduct.
• Assess And Reduce Fraud Risk
  Risk assessment and anti-fraud program consulting help organizations identify exposure and design control frameworks to mitigate future risk.
• Analyze Complex Asset Disputes
  Investigative and valuation support helps parties address financial issues in marital, family-business, shareholder, and partner disputes.
• Identify Reporting Irregularities
  Analysis of financial records helps clients identify reporting issues and understand the facts behind potential misstatements or omissions.
• Document Findings And Recommended Actions
  A detailed report gives clients a clear record of findings and financial impact, along with recommended next steps for internal review or litigation support.
• Handle Investigations Discreetly
  A confidential consultation and discreet fact-gathering process support organizations addressing sensitive suspected fraud or internal issues.

Outsourced accounting services

District Advisory, CST Group’s outsourced accounting subsidiary, provides day-to-day accounting, CFO oversight, virtual CFO services, and integrated business advisory. Its team of CPAs, CFOs, and finance professionals uses technology and connected accounting systems to deliver timely, consistent, and accurate financial information, including reporting, dashboards, financial modeling, forecasting, and strategic insight. Organizations can outsource accounting functions or receive oversight for in-house accounting personnel.

Category: Accounting Services

• Outsource Daily Accounting Work
  Organizations can outsource day-to-day accounting functions through District Advisory.
• Gain CFO-Level Financial Insight
  CFO oversight and virtual CFO services provide businesses with financial insight and strategy alongside outsourced accounting.
• Strengthen In-House Accounting Oversight
  Organizations can retain in-house accounting personnel while receiving oversight from District Advisory.
• Get Timely Financial Reporting
  Timely and accurate financial reporting, monthly reports, and quick-access dashboards give clients recurring information to guide decisions.
• Integrate Accounting Systems
  Accounting system integration connects the service with clients’ accounting processes to support financial reporting and insight.
• Support Strategic Decisions
  Accounting strategy and financial insight help clients use timely financial information to guide informed decision-making.
• Access Controller Support
  Organizations can access controller support through the outsourced accounting service.
• Model Financial Scenarios
  Financial modeling helps organizations assess financial scenarios as part of the outsourced accounting service.
• Forecast Financial Outcomes
  Financial forecasting provides organizations with forward-looking financial information as part of the service.