Services

Assurance Services

  • Financial Statement Assurance, Including Audits, Reviews and Compilations
  • Development and Evaluation of Internal Control Systems and Procedures
  • Financial Planning
  • Budget Evaluation

Business Accounting & Advisory Services

  • Accounting System Setup, Design and Support
  • Bank Reconciliations
  • Bookkeeping (monthly, quarterly, annually)
  • Controller Services
  • General Ledger Maintenance and Financial Statement Preparation
  • Litigation Support
  • Payroll Services:
    • Payroll Check Writing
    • Electronic Payroll (Direct Deposit and Electronic Tax Payments)
    • Tax Computations
    • Monthly and Quarterly Filings
    • Annual Filings, Including W-2s
  • Software system setup, support, and training, including:
    • Peachtree
    • Quickbooks
    • Thomson Creative Solutions
    • Other Systems
  • Succession Planning

Employee Benefit Plans

  • Full and Limited Scope Audits and Required by ERISA
  • Preparation of Form 5500
  • Representation During IRS and Department of Labor Audits

Tax Services

  • Tax Planning and Compliance for:
    • Individuals
    • Corporations
    • Partnerships and LLCs
  • State and City Tax Compliance
  • IRS and State of Michigan Representation
  • Estate and Gift Tax Planning and Compliance
  • Trusts
  • Fiduciary
  • Employee Benefit Plans
  • Personal Property Tax Returns and Compliance
  • Tax-exempt Organizations
  • Succession Planning

Personal Financial Planning

  • Cash Management and Projection
  • Estate Planning and Return Preparation
  • Personal Financial Statements
  • Retirement Planning
  • Tax Planning and Return Preparation
  • Trusts

Governmental Services

  • Financial Statement Audits
  • Single Audits (OMB Circular A-133 Compliant)
  • Preparation of Other Reports Required by State
  • Assistance with Financial Statement Preparation and GASB34 Compliance