Financial Services
Over 89 Years of Experience | Custom, Personalized Services | No-cost 15-minute Consultation
Over 85 Years of Experience Locally Owned BusinessFree One-Hour Consultation
We Make the Complicated Uncomplicated
An Array of Services
- Audit
- Review
- Compilation
- Agency / Entity Wide Audit
- Program Specific Audit
- Forensic Audit
- Acquisitions
- Financial Institution
- Requirements
- Government Program
- Requirements
- Plant and Equipment Expansion
Income Tax Audit Representation
Sales Tax Audit Representation
Planning
Preparation
- Corporations
- Estates and Trusts
- Individuals
- Non-Profit Organizations
- Partnerships
- Qualified Retirement Plans
- Account Reconciliation
- Compliance Reporting
- Data Processing
- Journal and Ledger Posting
- Asset Utilization
- Business Acquisitions or Sales
- Buy vs. Lease Analysis
- Cash Flow Forecasting
- Cash Management
- Corporate Budgeting
- Financing Debt
- Inventory Control Procedures
- Automatic Payment Programs
- Checkless Payrolls
- 401 (k)
- Section 125
- Tips
- Other Deductions
- Compliance Reporting
- Multi-State, Multi-Location Payrolls
- Response to Unexpected Changes
Sanitary Districts
Tax Incremental Financial Districts
Townships, Utility Districts, Villages
Employee Benefit Plans
- Analysis and Consultation
- Annual Budgeting
- Annual Reports
- Audits
- Special Township / Citizen Reports
- Tax Levy
Business Valuation
- 401(k) Limited-Scope Audits
- 401(k) Full-Scope Audits
- Prepare Form 5500 for 401(k) Plans and Health and Welfare Benefit Plans
Fraud Services
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