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David H. Butler, CPA
Jeffrey B. Rosenbloom, CPA, CVA
Elizabeth H. Mahood, CPA
Joyce Thompson, CPA
Wendy Butler, CPA
Gina Daniel, Office Manager
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Accounting Services
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Accounting Services
ACOUNTING SERVICES WE CAN PROVIDE INCLUDE:
INCOME TAX
Corporate, Partnership, Trust and Individual Tax Planning and Return Preparation
Estate Planning / Return Preparation
We can help you with decisions regarding personnel, expansion, equipment purchases
Family Tax Planning / Shifting
Assistance with IRS Offers-In-Compromise
Roth IRA Accounts
Tax Projections
Education Tax Planning through Code Section 529 Educational Savings Accounts
Personal Financial Planning
Marital – Divorce Tax Advice
Tax-Exempt Investments
Tax Consequences of Life Insurance
Tax Advantaged Retirement Plans, Sec. 125 and 401(K) Plans
Our objective is to complete your work in a timely manner at the lowest possible cost
Review of Tax Implications of Business Mergers, Acquisitions and Liquidations
Analysis of Tax-Advantaged Investments
Tax Examinations, Rulings, and Appeals
Accounting and Auditing
Audit of your Company’s Financial Statements
Compilation or Review of Financial Statements
Preparation and Analysis of Financial Statements
Accounting and Bookkeeping Services – Monthly, Quarterly, Yearly
Fulfillment of Compliance Requirements
Evaluation of Internal Controls and Information Systems
Forensic Accounting / Fraud Auditing
Sarbanes-Oxley Review for compliance
Business Valuation
Buying or selling businesses
Estate tax returns
Family Planning
Insurance purposes
Personal financial planning
Want to work with us?
Don’t let your business evolve according to the pace of others.
Contact us to discover how we can help with the management of your accounting issues.
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