SERVICES

ACCOUNTING SERVICES

We offer a full range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Filing Tax Returns

Individuals, Couples, Families and businesses of all sizes are often overwhelmed when filing taxes.  We help you get organized and maximize your deductions.

Bookkeeping

Full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Payroll

Complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

Attest

Limited and full scope attest services. We will work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.

Compilation, Review, and Audit

Professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

Financial Statements

Preparation of professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business full profit potential.

Forensic Accounting

Tailor-made forensic accounting services as well as expert testimony. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.

Succession Planning

Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Investment Review

Custom portfolio analysis and review of the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.

Retirement Planning

Analysis of projected income and expenses and advise on investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Financial Planning

A complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Consulting

A full range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Pensions and Profit Sharing

Assistance selecting and implementing a pension or profit sharing plan for your employees.

Software

Assistance selecting and implementing accounting software for your business and training in its effective use.

TAX SERVICES

Our firm provides a complete range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. We prepare all federal, state and local tax returns for individuals and businesses.

Tax Preparation

Professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

IRS Representation

Complete representation before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Tax Planning

We assist our clients in minimizing current and future tax liabilities and can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.

Estate, Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Sales Tax

Our firm prepares all sales tax filings and offers full sales tax audit representation.

GET STARTED TODAY

Consulting an experienced Certified Public Accountant is the first step towards financial well-being. Contact Koelle & Associates today.

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