Traditional Accounting Services

Traditional CPA Services

CPA Accounting services:

  • Internal management reporting and decision support analysis
  • Accounting software setup and support:
    • Quickbooks Pro, Premier, and Simple Start versions
    • Redwing Accounting software

CPA Tax services

  • Planning
    • Business (corporate, partnership, LLC, LLLP)
    • Pre – retirement
    • College Funding
    • Retirement income/distribution decisions vis a vis social security benefits
    • Estate, intergenerational, and charitable wealth transfers
  • Education
    •  Provide current development  changes as they affect individuals and businesses.
  • Compliance (“tax preparation”)
    • Corporate tax returns
    • Partnership tax returns
    • Individual tax returns
    • Non-profit (including unrelated business income tax)

CPA Retirement Planning Services

    • Distribution timing
    • Custodial ownership (IRA Rollover/Roth Conversion/Employer plan
      retention/annuity choices)

  • Medical claims review, mitigate confusion, file appeals
  • Optimize Social Security benefits:
    • Spousal claims vs claiming on individual earnings record
    • Taxation rate on social security vis a vis retirement plan distributions
    • File and suspend claims

CPA Valuation Services

  • Business valuations for income/gift/estate tax matters
  • Business valuations for sale negotiations
  • Business valuations for marital disssolution/property and income purposes

CPA Trustee Administration

  • Institutional trustee and personal representative services