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