Services for Businesses

Get back to business. Let us take care of finances.

Tax Services for Businesses

We recommend contacting us early so we can plan to minimize tax obligations and/or reporting requirements on the front end and assist with calculating and reporting taxes on the back end.

We’re also ready to help resolve tax problems when they arise. Whether it’s representation in an examination or collection action, preparing or amending prior years’ returns, or arranging a plan to pay back taxes, the odds are we’ve dealt with the problem before.

Services include:

  • Income and franchise tax return preparation
  • Income and franchise tax planning
  • Estimated tax calculations
  • Payroll tax, wage and information return preparation
  • Sales, use, business, tangible property, and other tax return preparation
  • Foreign bank and financial account/asset reporting
  • Preparation of employee benefit plan return
  • Problem resolution

Accounting Services for Businesses

Some clients want us to handle all the financial information so they can concentrate on their jobs, and other clients want us to fill in accounting gaps. Whether a client wants our assistance on a daily basis or only once a year, we are happy to work with that client and will fit our service to fit those desires. The extent of our involvement is up to our clients.

Services include: 

  • Accounting system design and implementation
  • QuickBooks installation, set-up and support
  • Interim or part-time CFO
  • Preparing budgets, forecasts and projections
  • Full-charge bookkeeping
  • Payroll recordkeeping and reporting
  • Construction project accounting
  • Escrow trust account maintenance and reconciliation
  • Reconciling bank and other financial accounts
  • Financial statement preparation

Compilation, Review and Audit Services for Businesses

While financial statement compilation, review, and audit services make up a smaller part of our business, many clients will at one time or another require these services on either a one-time or recurring basis. We practice in this area in part to be able to offer this service competently and professionally when that time comes.

Services include: 

  • Compilation, review and audit of financial statements
  • Compilation of financial statements in a prescribed form
  • Plain paper, assembly and compilation of budgets and other prospective financial information
  • Agreed-upon procedures
  • Compilation, review and DOL limited-scope audit of employee benefit plan financial statements