The services listed below are only a portion of the services offered at CBES. Please contact us to inquire about any financial service you require that is not listed or for more details on any of the following services.
AUDITING, ACCOUNTING & ATTESTATION SERVICES
Audited financial statements
Reviewed financial statements
Compiled financial statements
Client accounting/write-up
Payroll preparation and payroll tax returns
Sales tax services
Employee retirement plan administration
QuickBooks software assistance
Personal financial statements
Forensic accounting |
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TAX SERVICES
• Tax planning—choice of business entity, acquisitions, sales, exchanges
• Federal—multi-state and local tax compliance for businesses
Corporations
S-corporations
Partnerships
LLCs, LLPs, etc.
- Non-profit organizations
- Individuals
- Estates
- Trusts
- Foundations
- Employee retirement plans
Defined benefit
Defined contribution
SEP
Keogh plans, etc.
• IRS representation
ESTATE & FINANCIAL PLANNING SERVICES
Family wealth accumulation and preservation
Investment review
Investment services
Retirement and estate planning
College tuition savings plans
MANAGEMENT ADVISORY & CONSULTING SERVICES
General business consulting
Business succession planning
Accounting systems development
QuickBooks software consulting
Computer consulting
Controllership
Break-even analysis
Financial forecasts and projections
Mergers and acquisitions
Union/employee benefits administration
Bankruptcies
Expert witness services |
