CPA Services Startup Organizations • Create or review general business plans • Work with attorneys to determine appropriate type of business entity • Assist with processing entity setup paperwork and filings • Design and install accounting systems • Train or produce appropriate income, payroll or sales tax reports * * * * * * * * * * * * * * * * * * * * Ongoing Operations • Perform routine bookkeeping and reconciliations • Prepare or review appropriate tax reports • Provide knowledgeable business consulting • Train new employees to account for various business transactions • Offer tax planning advice • Respond to IRS or other governmental inquiries • Create and improve budgeting activities • Compile or review business financial statements * * * * * * * * * * * * * * * * * * * * Advanced Organizations • Assist with strategic planning • Perform due diligence analyses during business acquisition or divestiture opportunities • Disseminate advanced tax planning advice • Streamline computerized accounting systems • Design retirement plans or exit strategies * * * * * * * * * * * * * * * * * * * * Tax Planning and Preparation Some of the specific services our firm provides are: • Income Tax Return Preparation o Preparing tax returns for any US state o Efficiently compiling complicated income tax returns o Personally meeting with clients o Answering questions promptly • Estate Planning o Developing asset transfer plans o Assisting with appropriate estate tax documents o Working with complex trust arrangements • Financial Management o Disseminating advanced tax planning advice o Calculating annual required minimum distributions o Preparing and monitoring family budgets o Designing retirement plans • Intuit’s Lacerte Tax Preparation Software User since 1999 We have used the Lacerte Tax Preparation Software since 1999. Chuck has presented the live Lacerte Annual Update Seminar to users and has been a Lacerte Webinar Instructor for multiple years.