Mcgrath Nothman Pc

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 We have used the Lacerte Tax Preparation Software since Chuck has presented the live Lacerte Annual Update Seminar to users and has been a Lacerte Webinar Instructor for multiple years.