Tax Services

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Tax Services

When it comes to tax planning and compliance, clients need more than just technical guidance from their tax professionals and consultants.  They need a team of tax professionals and consultants that combine both technical and industry knowledge with personal touch and commitment to minimize your current income tax liability.  We believe tax planning is the key to minimizing your tax liability, and we tailor our tax services to meet your personal, business and financial goals. 

Tax Credits and Incentives

Are you receiving the maximum amount of credits and incentives available to your business?

Many state and local authorities offer incentives to attract new businesses and expand existing ones.   Your company may be engaged in activities that qualify for expanded federal and state tax deductions or credits and we will work with you to uncover and document incentives and opportunities to ensure that all benefits are maximized.

Assurance Services

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Financial Statement Audits and Reviews

In today’s fast-moving business environment many users of financial information are demanding earlier completion of financial statements.  We emphasize extensive partner lead planning meetings to obtain a thorough understanding of our clients’ businesses to enable early identification and resolution of problems and timely completion of the engagement.  Obtaining this level of understanding of our clients’ businesses also allows our professionals to identify, communicate and assist with opportunities for strengthening internal controls and operating efficiencies.

Compilations

In many instances, management’s requirements are limited to presenting company prepared financial information primarily for internal use.  In those situations, we can compile financial statements for the company from information provided by management. 

Employee Benefit Plan Audits

As the regulations governing Employee Benefit Plans become increasingly more complex, so does the need for specialization.  We focus on developing specialists to provide services for all types of employee benefit plans.

Other Services

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Advisory Services

In this volatile economy, businesses are faced with mounting obstacles on an ongoing basis, managing risk, maximizing technology, and divesting or acquiring businesses with precision and purpose are just a few of the challenges.  We are dedicated to providing an independent perspective to help our clients solve problems and be prepared for the future.

Strategic Business Planning

Successful strategic planning and the execution of a business strategy require familiarity, experience, and a strong team.  We offer a wealth of experience and knowledge to help your business grow, as well as improve your organizational infrastructure.

Litigation Support

When existing or pending litigation or arbitration matters require assistance of an audit or accounting nature, our teams of professionals work with attorneys and/or courts to analyze contracts and uncover financial information to present a clear and objective result based on our many years of experience and insight in the field.

Mergers & Acquisitions

For many organizations, the best solution for improving operating margins, generating top line growth or overcoming issues such as asset diversification, and succession planning is to become a larger organization.  Through our Merger & Acquisitions team, we can assist you in the process by accessing such critical elements as tax considerations; product/services compatibility; competitive tactics and financial impact; and cash flow considerations.

Business Succession and Estate Planning

Meloni Hribal Tratner’s financial planning services for individuals and families help them plan for the management and enjoyment of assets both during a lifetime and in succession.  Many owners fail to develop a plan for the future, or labor under the misconception that their personal estate plans are enough to cover them.  Depending on the life cycle stage of the business, each owner also faces unique personal challenges in maximizing wealth.  Let our team help you plan things right, and you can achieve your personal and business goals while minimizing the pitfalls that can occur when businesses are in transition.  Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  We can help you assess your needs and work with you to create a plan that meets your personal, family and business objectives.

Business Management Services

Our business services and bookkeeping department provides the financial structure needed by many individuals and businesses to maintain proper financial records.  Our staff has experience with hundreds of clients and are professionals who understand the day to day bookkeeping and finance needs of almost any industry.  Our business services and bookkeeping clients range from individuals, to closely held business, to small to mid-sized companies without finance departments.