Client Services

Services available are listed below and by no means is the list all-inclusive.  Please feel free to inquire about a service if you do not see it listed.


Tax Services

Tax Return Preparation

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Tax Planning

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Family Financial Planning

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Estate and Retirement Planning

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Representation Before the IRS

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Accounting Services

Reconciliation of Bank Statements

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Preparation and Maintenance of Journals and Ledgers

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Assistance with Month-End and Year-End Adjustments

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Preparation of Asset Depreciation Schedules

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Preparation of Payroll and Sales Tax Reports

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Assistance Setting Up Accounting and Bookkeeping systems

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General Services

Operations Consulting

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Accounting Systems Review and Design

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Budgeting Assistance

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Cash Flow Planning and Projections

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Family Business Counseling

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Buy/Sell Agreement Consulting

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Levels of Service (Brief description)

Preparation of Compiled Financial Statements

Presenting in the form of financial statements information that is the representation of management or owners of a business.  No procedures are undertaken to express any assurances on these financial statements.

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Financial Statement Reviews

Reviewed financial statements are a practical alternative to the client who does not require a complete financial audit, but who does require complete financial statements with full disclosure, prepared in accordance with generally accepted accounting principles.  Reviews offer a significantly higher level of service than a compilation of financial statements.  Reviews of financial statements include performing inquiries of management and performance of analytical procedures to give us a reasonable basis for the expression of limited assurances that there are no material modifications which should be made in order for the financial statements to be in conformity with generally accepted accounting principles or another basis of presentation.

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Financial Statement Audits

Audits of financial statements contain our highest level of assurance.  In this case we perform procedures in accordance with generally accepted auditing standards or governmental auditing standards in order to express an opinion as to whether or not the financial statements presented are in conformity with professional standards in all material respects.

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Special Examinations

Agreed-upon procedure engagements, Bank Directors' examinations, internal audits, etc.

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