Consulting Services

General tax conditions are in constant change and require a thorough analysis and impact planning. We therefore take into account all current tax and business factors and our consulting catalogue covers the entire scope of services in the field of tax consulting. (Click for List of Services)

BUSINESS CONSULTING

The requirements for corporate management are becoming increasingly extensive. That is why fundamental business consulting for us is inseparable from the services of good tax consulting. The experiences from our comprehensive auditing activities are therefore of very high value. (Click for List of Services)

Personal & Corporate Tax Returns

For personal tax returns, we offer the preparation and review of 1040’s, 1040 SR, 1040 EZ Schedule C self-employment, and all related Schedules. Corporate tax returns consist of the preparation and review of 1041, 1065, 1120-S, 1120, and estate returns.

Account Reconciliation

This service consists of the preparation of truing up bank statements to various accounting softwares to properly prepare business tax returns and financial statements.

Document Preparation

We offer assistance in preparing and organizing a wide variety of documents. This includes, but is not limited to, reference letters, Schedules, CPA certified letters, gift letters, and IRS response letters.

Bookkeeping

We offer assistance in various bookkeeping services, such as reviewing transaction recordings, the production of Profit & Loss, balance sheets, and the reconciliation of QuickBooks and FreshBooks.

W2/1099 Services

This service includes the preparation of these two documents based on payroll and contractor's pay.

Payroll Services

Payroll services are provided through ADP, which includes the reporting of 940, 941, and 943.

Business Start-Up

We offer the formulization of LLC's, S-Corp, fictitious names, corporate set-up, and umbrella shell companies to help you get your business up and running.

Income Verification

This service consists of the review of bank statements and all income sources verified by CPA.

Additional Services

Accounting

Accounting is not just a matter of fulfilling accounting obligations, it is an essential element of operational management control. That is why we will assume not only your financial and bookkeeping activities, but support you with our know-how as well as in the consistent recording of all business processes along with developing analyses. This gives you a meaningful foundation for your business decision processes.

This Service Includes:

Ongoing financial and pay accounting (IT-supported)
Preparation of sales tax, income tax, and social security filings
Preparation of annual financial statements and cash basis accounting
Cost accounting
Debt collection
Set-up and maintenance of internal corporate accounting systems

Financial Audits

We handle financial audits on a legal and voluntary basis in numerous industries because we believe that auditing and consulting go hand-in-hand. We have developed strategic action recommendations and improvement suggestions based on the findings from our consulting session with you. Not only do we guarantee the high quality of our audits and consulting sessions through our skills and know-how, as well as the extensive experience and reliability of our auditors, but we also confirm our services through a legally prescribed external quality control check.

This Service Includes:

Legal and voluntary annual financial statements and annual consolidated financial statements
Implementation of quality control audits
Special audit
Credit status checks
Audits in accordance to regulations for real estate agents and builders
Public funds appropriations audits
Audits for capital increases and non-cash contributions
Formation audits
Restructuring and merger audits
Corporate assessments
Further education and training of auditors

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