- Accounts payable outsourcing
- Agreed upon procedures engagements
- Bookkeeping, reconciliations and write-up services
- Budgeting
- Business entity analysis and structuring
- Buy/sell agreements
- Compliance returns including business, personal
income tax, franchise, payroll, sales tax returns, property tax renditions,
etc.
- Fringe benefit wage reporting
- Growth strategies
- On-site “controller” or “accountant” outsourcing
- Payroll reports including W-2s and 1099s
- Peachtree/QuickBooks set-up, training and consultations
- Personal record keeping, bookkeeping and bill paying
- Preparation of compiled or reviewed financial statements
- Preparation of personal financial statements
- Agreed
upon procedures engagements
- Attest and attest-related services
- Accounting and general business advice
- Due diligence services
- Initial public offerings
- Internal control reviews
- Audited financial statements
- Regulatory and agency audits
- Securities and Exchange Commission filings
- Advanced plan design and administration services
- Plan documents (in conjunction with client’s attorney)
- CPA’s perspective in contribution planning
- Compliance testing
- Balance forward recordkeeping and trust accounting
- Government reporting
- Loan and distribution processing
- Discrimination testing
- Vesting determination and verification
- Participant enrollments
- Compliance reviews
- Assistance with voluntary corrections under government programs
- Representation before IRS and DOL examiner
- Asset Protection
- Tax Reduction
- Gifting
- Estate Freeze
- IRA Distribution
- Legacy Creation
- Estate Planning
- Trust
- Business succession planning
- Corporate reorganizations
- Income, gift and estate tax planning
- Mergers and acquisitions
- Multi-state taxation issues
- Preparation of federal and state tax returns
- Proactive tax planning
- Representation before taxing authorities
- Federal and State R&D Credits
- IC-DISC Review/Implementation
- Domestic Production Activities Deduction
- Cost Segregation Studies
- Energy Efficiency and Green Buildings Deduction
- Other Federal Tax Planning Opportunities
- Federal Telephone Excise Tax Credit
- Telecommunications
- Energy/Oil and Gas
- Technology
- Real Estate
- Automotive and Transportation
- Healthcare
- Retail
- Manufacturing
- Wealth strategies
- Financial planning
- Investment management
- Asset protection strategies
- Business consulting
- Business succession strategies
- Buy/sell strategies
- Employee benefit plan implementation
- Estate and gift planning
- Insurance strategies
- Retirement planning services
- Individual life insurance
- International insurance
- High limit disability insurance
