Tax & Accounting

• Businesses
• Individuals
• Non-profit organizations
• Trusts and estates
• All states
• Employee benefit plans
• Sales & use tax
• Property taxes
• Payroll

• Businesses
• Individuals
• Non-profit organizations
• Trusts and estates
• Charitable giving
• Family gifting

• Unfiled prior year tax returns
• Amended tax return preparation
• Tax notice resolution
• Representation in tax matters
• Offer in compromise
  

• R & D studies performed in association with outside experts
• Tax credit planning and implementation

• Accounts payable and receivable processing
  
• Adjusting and closing procedures and entries
  
• Business Financial Analysis
  
• Compiled and reviewed financial statement reporting
  
• Controllership services
  
• Personal financial statement reporting
  
• QuickBooks implementation, support, and consulting
  
• Special purpose financial statement reporting
  
• Business valuation
  

• Financial statement audits (For-profit and non-profit entities)
  
• Employee benefit plan audits
  
• Single audits
  
• Peer Review Letter
  
• Litigation support
  

* These services are not offered through Cetera Financial Specialists LLC and Cetera Investments Advisers LLC

• Check printing
  
• Direct Deposit and Pay Cards
  
• Full Tax Service Administration
  
• Employee Self-Service
  
• Standard and custom information reports
  

• Garnishment Processing and Payment Service
• Quarterly and Annual Report Preparation
• HR Support Center
• Payroll consultation
  

Our QuickBooks services can be as much or as little as you desire—anything from initial set up and training to periodic phone questions; from full service accounting to a general ledger review and year end adjusting entries in preparation for your tax return.

Accurate financial information is critical to the success of your business. We can help you set up and maintain the accuracy of that information. Use our Certified QuickBooks ProAdvisors and consultants to assist you with: