Audits, Reviews, & Compilations

Clarity builds confidence. At Lumsden McCormick, our audit, review, and compilation services provide the assurance you need to strengthen credibility with lenders, investors, vendors, and customers.

Every business has different reporting needs. That’s why we tailor our approach — balancing accuracy, efficiency, and compliance with the level of assurance that fits your goals. From full audits to limited reviews and basic compilations, we deliver more than numbers; we deliver insight, trust, and opportunities to improve your operations.

Audit Services

Looking beyond the numbers, we consider your risks, goals, and operating environment so your audit is not just compliant, but meaningful to your business.

Latest Insight

California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027

Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]