Bookkeeping, Income Tax, Estate Planning and Payroll

services

Core Services

Bookkeeping & Compilations
General ledger maintenance
Quickbooks
Financial statements preparation
Post checks and accounts payable reconciliation
Accounts receivable reconciliation
Bank reconciliations

Reviews & Audits
Financial statement audits
Work paper preparation for GAAS audit by another firm
Internal audit function to identify problem areas

Income Tax Return Preparation & Planning
Individual
Personal property
Partnership, S-Corporation, C-Corporation
Not-for-profit
Year-end tax planning

Payroll Services
Payroll ledger
Tax filings
W-2 and 1099 forms
Workers compensation

Specialty Services

Estate & Business Succession Planning
Consulting
Estate and trust tax returns
Crummey letters
Gift tax returns

Business Consulting
Accounting systems review
Overhead reduction analysis
Customized ratio analysis reports
Review of personal property tax returns
for tax savings advice
Cash flow analysis reports
Acquisition assistance
— business valuation and financing
Choice of entity selection
New business start-up consultation

Budgeting & Forecasting Reports
Sale of business reports
— assets versus stock advice
Research & development tax credit studies
— through our affiliations
Cost segregation studies
— through our affiliations

For more information or a complimentary consultation, please call Warfield & Company at (330) 655-1395.

For more information or a complimentary consultation, please call Warfield & Company
at (330) 655-1395
or Contact Us Online

our services

Core Services

Bookkeeping & Compilations
Income Tax Planning
More Core Services

Specialty Services

Business Consulting
More Specialty Services

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