Income Tax Preparation
Assist clients throughout the year with accounting and planning services. Prepare individual, partnership, corporate, fiduciary, estate, gift, and nonprofit returns. Service taxpayers in industries such as manufacturing, retail and wholesale, construction, medical, insurance, and various other fields.
Audit Attestation Services
Provide varying levels of service including Financial Statement Preparation, Compilations, Reviews, Audits, and Retirement Plan services. Provide services to manufacturers, retailers, governments and non-profits of all sizes, ranging from entities providing services in southwestern PA to internationally. Able to service clients in over 60 countries with CPAAI membership.
Advise and assist clients with estate planning strategies including coordination of services with legal advisor. Provide tax preparation of federal estate and PA inheritance tax returns, along with fiduciary income tax returns.
Advise and analyze client business structures with services ranging from start-ups and acquisitions, to exit strategies and retirement planning.
Evaluate, analyze, and understand unique and challenging situations for a variety of circumstances, including purchase or sale of a business, buy-sell agreements, succession planning and more. Use specialized skills and knowledge of business and industry to provide insight that translates to critical and complex issues and transactions.
Prepare quarterly and year-end payroll reports including W-2 forms. In addition, prepare sales tax reports and 1099 forms.
Provide monthly, quarterly, and yearly bookkeeping services. Experienced in the implementation and maintenance of QuickBooks. ProAdvisors are on hand to assist with client questions and concerns.
IRS and State Audit Representation
Assist clients in addressing Federal or State notices or assessments received. Provide guidance on courses of action to take, as well as assist in communicating with government agencies in resolving any conflicts.
Comprehensive Wealth Management
Advise clients in the areas of financial planning, asset allocations, investments, wealth transfer and portfolio management.