ACCOUNTING AND AUDITING Monthly Accounting and Bookkeeping Financial Statements Bank Reconcilements Sales Tax Returns Check writing and complete office services Compilations Reviews Audits Special Reports Personal financial statements Bank forms and loan applications Forecasts and projections
DEFENSE AGAINST THE IRS Representation at audits and examinations Innocent Spouse Relief Offers in Compromise Appeals to IRS Office of Appeals Installment Payment Arrangements Payroll tax problems
PAYROLL SERVICES Payroll Processing Check preparation and delivery Payroll tax returns: Forms 941, 940, SUTA and W-2
TAX PLANNING Business Mergers & acquisitions Like-kind Exchanges Incorporations LLC & LLP Operating Agreements Estate Tax and Trust Planning
CAFETERIA PLAN DESIGN AND IMPLEMENTATION Medical Reimbursement Plans Child and Dependent Care Plans Tuition Reimbursement Plans Deferred Compensation Agreements
MARKETING PLANS Sales and Marketing Plans Advertising Programs Site Selection Studies Formal Business Plans Inventory and Product Analysis Break-even and Profitability Analysis
FINANCING ASSISTANCE Loan Applications SBA Loan Packages Financial Forecasts and Budgets Loan Restructuring Analysis of Financing Alternatives Private Loan Placements
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