Tax &Tax Planning

 

 

•  Cost segregation services to maximize real estate depreciation deductions

 

• Corporate and partnership tax returns

 

• Individual income tax returns

 

• Estate and trust income tax returns

 

• Nonprofit organization tax returns

 

• Tax planning for businesses and individuals

 

• Business transaction planning

 

• Personal property tax returns

 

•  Tax audit representation

  

• Compensation consulting 

Payroll

 

• Payroll preparation services including check printing

 

• Payroll tax deposits

 

• Remittance of third party payments such as insurance, retirement plan contributions and garnishments

 

• Payroll tax return preparation

 

• W-2 preparation

 

• Employee earnings history and other requested reports

 

Accounting & Bookkeeping

 

• Compiled financial statements

 

• Monthly, quarterly or annual accounting services

 

• Data entry

 

• Bank reconciliations

 

• General ledger

 

• Property and equipment schedule maintenance

Business Valuation

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• Business and personal financial planning

 

• Purchase or sale of businesses

 

• Partner or shareholder buy-ins

   

• Litigation, including divorce and owner disputes

 

• Estate and gift tax

   

• Estate and succession planning

 

• Family limited partnership valuations

 

• Mediation and arbitration

   

• Buy/sell agreements

Audit & Review

 

• Audits of financial statements of contractors, non-profit organizations, and small businesses

 

• Agreed-upon procedures

 

• Reviewed financial statements

 

• Non-profit organization audits

 

• Contractor's Statement of Experience and Financial Condition for the Indiana Department of Transportation

 

• Forensic accounting

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• Review of internal controls

   

• Contractual compliance audits

   

Consulting

 

• Business financial analysis

 

• Business financial projections

 

• Benchmarking performance against peers

 

• Business profit planning including break-even analysis

 

• Buy versus lease decisions

 

• QuickBooks software consulting

 

• Accounting system design

 

We provide professional tax, accounting and consulting services for businesses, individuals, estates, trusts, and non-profit organizations.  Our services include: