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Client Services

Our firm offers a wide range of services to our individual and business clients. Our clients enjoy getting personalized, quality service. Below we have listed the services we offer to our clients along with a brief description.

The list below is by no means all-inclusive. Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Our firm serves the needs of individuals and businesses in any state in the country. In addition, we have regularly scheduled, reoccurring business trips to every part of Michigan and to Ohio, Tennessee, Georgia and Florida.

Our firm provides a full range of cost-effective accounting services, including the following:

Accounting Software & Implementation
Accounts Payable Management
Bookkeeping
Budgets & Forecasts
Business Entity Selection
Business Sale or Purchase
Education Savings & Planning
Estate, Trust & Gift Taxes
Financial Statement Preparation
Mergers & Acquisitions
Not-for-Profit
Payroll
Retirement
Sales Tax
Tax Planning & Preparation

Accounting Software & Implementation

Our firm offers QuickBooks consulting from installation to finalization of the financial statements. Whether you are just beginning or need additional training, our experienced staff will assist you through the process.

Accounts Payable Management

If the timely paying of your company's bills seems too tedious and time consuming or if you need trustworthy professionals to perform the task, we can assist you. Our staff will ensure bills and invoices are paid on time and correctly so you can focus on the more important aspects of your business.

Bookkeeping

Keeping accurate records for your business is essential to tracking and analyzing your company's performance. However, for most businesses it is too often neglected. Our staff can turn your raw information into accurate records and financial statements, allowing you more time to grow your business.

Budgets & Forecasts

Following a business model and having a business plan are essential to organizational success. We can facilitate the completion of business budgets to track revenues and keep costs under control. In addition, we can construct financial growth models to forecast future opportunities for your business.

Business Entity Selection

Choosing the correct entity for your business (i.e., "S" corporation, sole proprietor, limited liability, etc.) is a crucial decision that can have longstanding tax implications, both positive and negative. We can assist you in evaluating your business goals in conjunction with the implications of the business entity to determine the most advantageous form of business for your company.

Business Sale or Purchase

When buying or selling a new or existing business, it is important to understand all aspects and impacts the transaction entails. Our professionals can assist in entity selection, transaction structure, financial statement analysis, business forecasting and much more.

Education Savings & Planning

The expenses associated with a quality college education keep rising and proper financial planning for your children is essential to funding their education, regardless of how young or old they are. We can help you navigate through the many options in the education savings field to find one that works properly to fulfill your needs. Whether it's a Coverdale savings account to fund private elementary or secondary school education, or a 529 plan exclusively for college, we'll assist in the planning and paperwork.

Estate, Trust & Gift Taxes

If someone in your life has recently passed away or you are looking towards planning for the future, let us ease the process with estate and trust assistance. We will be happy to prepare the necessary tax forms and answer questions you may have in regards to possible tax consequences associated with these entities.

Financial Statement Preparation

We can assist in the preparation of financial statements, both business and personal, in accordance with financial accounting standards. We do not provide assurance services, but facilitate the preparation of statements which will meet compliance requirements. Financial statements are a useful tool in management decisions and projecting financial goals.

Mergers & Acquisitions

In the complex world of mergers & acquisitions, the structure and form of the transaction are essential for successfully meeting your business objectives. We will assist in making sure IRS structure and form compliance issues are met, along with meeting financial accounting standards. We will also help you understand the impact of income taxes and your roles and responsibilities in relation to the new entity. Before expanding or consolidating your business via merger or acquisition, let us guide you through the process.

Not-For-Profit

Organizations classified as nonprofit according to IRS regulations must complete and file certain forms and returns. Our experienced staff can assist in processing the required returns for your organization.

Payroll

We provide complete payroll processing as well as labor management tools. Whether you have two employees or 200 employees, we can adjust our services to meet your needs, from weekly payroll checks to quarterly and annual payroll tax returns and reports.

Retirement

Choosing the correct plan(s) to fund your retirement can be a complicated matter. How much should you contribute to your 401(k)? Should you choose a traditional or Roth IRA? How much should you save to retire comfortably? We can advise you on which options make the most sense for your needs and explain all tax implications, for the present and in the future.

Sales Tax

Many businesses are responsible for collecting and submitting Michigan sales tax. We can assist your company in the compilation and completion of all necessary sales tax returns in a timely manner.

Tax Planning and Preparation

Tax planning is essential for successful individuals or businesses. Whether you are an individual, partnership, or corporation, our experienced staff can develop tax strategies that utilize tax laws and legislation to your best advantage. Tax services offered include, but are not limited to: