Approach to Service
Robert Thomas CPA, LLC is dedicated to providing our clients the highest standard of service and output.
Independence
Robert Thomas CPA, LLC maintains no debt or outside investors. We provide services exclusively to the public finance sector. We use proprietary models rather than canned software programs used by most industry professionals to verify mathematical accuracy and ensure an independent review of computations.
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Reliability
We appreciate the trust our clients place in us and provide a tailored approach to each verification engagement. We begin by working with our clients and their team of professionals to develop an understanding of the finance structure. We verify preliminary computations internally with both a primary and secondary review maintaining great attention to detail to ensure accuracy. We strive to accommodate the timing demands of our clients, understanding through extensive experience, that flexibility is a requirement to successfully price a bond transaction.
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Experience
Robert Thomas CPA, LLC was founded 2004. The principals of this firm have a combined 57 years of experience in providing mathematical verifications. Our experience includes service on a breadth of transaction types, structures and sizes and for bond issuers all across the country. We have served as verification agent on financings ranging from straightforward current refundings to intricate refunding structures bearing complicated tax considerations. Our extensive experience directly translates to superior service to our clients as we are able to address structuring nuances and tax considerations more efficiently and with the precision our clients deserve.
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Scope of Verification Services Provided
Independent calculation and/or verification of:
Cash receipts from escrowed securities
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Sample Reports
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