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services
Work
Engagement letters are used to specify
work to be performed and fee estimate.
Client signs off on work engagement letter before work is started. Initial consultation
is free. Evening hour appointments are available, as are pickup/drop-off services.
Tax Services
for Individuals, Businesses, Estates, and Trusts
* Income tax planning, preparation, and dispute representation.
Financial Statement Reporting Services
* Compilations - Useful to
small businesses which require help in preparing financial statements for their
own use. CPA expresses no opinion of assurance on these financial
statements. Reporting service uses Quickbooks
Premier Accountant Edition 2010 as the write-up and reporting software
application. Client's Quickbook "Accountants Copy" file is used as basis
for reporting period/s when available.
* Reviews - Useful to absentee business owners or businesses that are
required to report their financial statements to a third party (creditor,
regulatory agency, etc) as having only limited
assurance of fairly presenting its
financial position and results of operation in accordance with accounting
principles. The "not aware of any
deficiencies" type of opinion is expressed by CPA after satisfaction with
results from
limited review of financial records.
* Audits - Useful to businesses required to report their financial
statements
to outside parties
as having reasonable assurance that
they fairly present its financial position and results of operations in
accordance with accounting principles. An "unqualified" highest level
opinion is expressed by CPA after satisfaction with results from extensive
examination of financial transactions.
Information Technology Client Support Services
* Microsoft Windows operating systems,
personal computers, peripheral
equipment, wired and wireless networks, and
application software. On-site or remote assistance options available.
maintained by Bryan Granholm -
bryanrg@ptd.net |
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