CPA Client Services - Personal, Corporate and Partnership
Certified Public Accountants and Consultants
Business Formation
- Incorporation / Organization
- Business planning
- Accounting software selection and setup
- Training on accounting software
Consulting Services
- Helping to manage your business course and path successfully
- Cash management
- Mergers and acquisitions and dispositions
- Computer based systems selection and setup
- Governmental compliance
- Forensic research
Federal / State / Local Taxing Authority Representation
Financial Planning for Businesses
- Profit maximization / tax minimization
- Strategic planning
Personal Financial Planning
- Investment strategies
- Asset preservation for wealth management
Small Business Accounting Services
- Accounting and bookkeeping services
- After the fact payroll tax reporting
- Financial statement preparation
- Controllership accounting
Tax Planning
- Year end strategic tax planning to minimize related tax liabilities
Tax Return Preparation – Individual, Partnership and Corporation
- Federal, state, multi-state and local income tax preparation
Industries Served (but not limited to)
- Arborist and tree service companies
- Commercial real estate developers (small and up to $100 million plus)
- Computer companies – consultants, hardware and software
- Construction companies
- Doctors groups and offices
- Franchised hotels and restaurants
- Hospitality developers, owners and operators
- Individual personal income taxation (shoe box clients to Fortune 100 clients)
- Landscape management companies
- Law firms
- Management companies
- Manufacturers and wholesalers
- Mobile home parks
- Personal service spas and salons
- Real estate offices
- Restaurants
- Thoroughbred development companies