ASSURANCE SERVICES

We will work with you to determine the appropriate level of service you require. Whether it is a full-scale audit, a review, or a compilation of your financial statements, you can be assured that our experienced staff is always up-to-date on the most recent accounting and auditing pronouncements.

With our state-of-art laptop computers, we are able to process much of your information while working on-site with your employees. We strive to present accurate information in a timely and professional manner.

In addition to various for-profit businesses, we have extensive experience with the special needs of not-for-profit organizations.

WEB TRUST SERVICES

Eighty five percent (85%) of Web users fear using their credit cards online. Ninety one percent (91%) fear giving out any financial information whatsoever. And the number one reason cited for not purchasing products online is a lack of security. It's all pretty scary news if you're trying to sell your product on the Web. But there is something that can put you and potential customers at ease; the CPA WebTrustSM.

TAX SERVICES

Tax Preparation

We assist hundreds of individuals and businesses each year in the filing of personal tax returns as well as returns for partnerships, corporations, LLCs, estates, trusts, not-for-profit organizations and benefit plans. Our extensive library and on-line research services ensure that we research and apply all allowable deductions, exemptions, and credits. We also have the capability to file your return electronically.

Tax Consulting

We are available year-round to consult with you on issues that may result in significant tax consequences. We stress tax planning in order to develop strategies for minimizing your tax liability.

Representation

We will be your advocate and will represent you before the Internal Revenue Service or other tax authorities. We can assist with unfiled tax returns, garnishments, levies, seizures, penalty removal, and offer in comprise.

BOOKKEEPING

Our bookkeeping services include reconciliation of bank accounts, recording of receipts and disbursements, preparation of general ledger, trial balance, payroll reports, and financial statements. We can also provide a cost effective service in which we furnish to you signature ready checks for your vendors, suppliers and employees. Additionally, we can monitor your accounts receivable.

These services can be customized to meet your specific needs and, in many instances, are less costly than employing your own staff.

LITIGATION SUPPORT SERVICES

We support the legal profession in and out of the courtroom by providing a full range of financial and litigation support services including the preparation of financial exhibits and expert testimony for matrimonial matters, business loss, business valuation, business dissolution and business mergers and acquisitions.

FINANCIAL PLANNING SERVICES

Retirement

We will help you explore options and develop an effective strategy to minimize taxes and conserve capital in order to reach your investment goals for college, retirement, etc. Carl Roth has earned the coveted Accredited Personal Financial Specialist (PFS) designation from the AICPA. Less than 2,500 CPAs of approximately 300,000 nationwide have achieved this designation.

College

College tuition is probably the largest single expenditure you will make for your child. Although everyone's financial situation is different, we can assist you in establishing a savings plan to assure that your child's future dreams and desires may be fulfilled. As college enrollment nears, we can assist you in completing financial aid forms and applying for education loans.

Estate

We work with you one-on-one analyzing such factors as family needs, insurance, trusts, and beneficiaries. We will assist you in developing a plan that minimizes estate and inheritance taxes and maximizes your family's financial security.

PAYROLL PROCESSING

We provide comprehensive computerized payroll services to small and mid-size companies in a confidential and cost effective manner. This service includes signature ready checks with year to date information and payroll reports delivered to you timely. All quarterly, year end, and W-2 forms are prepared at no additional cost.