Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Accounting Services
Bookkeeping, Payroll and Sales Tax Services
Efficient financial management is key to the smooth operation of your business. Our bookkeeping, payroll, and sales tax services are designed to simplify your processes, ensure compliance, and provide clarity on your financial standing. From accurate record-keeping and timely payroll processing to navigating complex sales tax regulations, we help you stay organized and focused on growth.
Financial Statement Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
Tax Services
Business Tax and Advisory Services
We understand that effective tax planning and strategic business advice are crucial to your company’s success. Our business tax and advisory services help you navigate complex tax laws, minimize liabilities, and plan for future growth. Whether you're managing taxes, optimizing cash flow, or making key financial decisions, we provide personalized solutions tailored to your unique business needs. Let us be your trusted partner in driving profitability and long-term success.
Individual Tax Planning & Preparation
We take a personalized approach to individual tax planning and preparation, ensuring that you maximize your deductions and minimize your tax liability. Our experienced professionals provide year-round guidance to help you navigate life’s changes, from investments and retirement planning to real estate transactions. Whether you need assistance with filing your taxes or developing a long-term tax strategy, we are here to provide clarity, accuracy, and peace of mind.
Estate & Trust Tax Preparation
Effective estate and trust planning ensures the smooth transfer of assets to your beneficiaries, provides security for your surviving spouse, and can help minimize or eliminate the tax burdens associated with transferring your business and other assets. At Meyer & Company CPAs, we offer comprehensive tax preparation services to guide you through this complex process. Whether you're planning for the future or managing an estate, we provide expert advice to help you structure your estate for tax efficiency, business continuity, and long-term financial security for you and your loved ones.
Other Services
Professional Executor Services
Serving as an executor can be a complex and time-consuming responsibility, but you don't have to navigate it alone. Professional Executor Services are designed to manage all aspects of estate administration with expertise and care, ensuring that your loved one's wishes are carried out efficiently and in compliance with the law. From settling debts and filing tax returns to distributing assets and handling legal matters, we provide a thorough, compassionate approach to ease the burden during a difficult time, allowing beneficiaries to focus on what matters most.
Notary Public
We offer reliable Notary Public services to authenticate and witness important documents, ensuring they are legally valid and properly executed. Whether it's contracts, affidavits, or powers of attorney, we provide efficient and professional notarization to meet your needs.
Miscellaneous
Quickbooks Consulting
Our QuickBooks consulting services help you set up, manage, and optimize your accounting system for maximum efficiency. Whether you're new to QuickBooks or looking to streamline your existing setup, we provide expert guidance to ensure accurate financial tracking and reporting for your business.