Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

Entrepreneurs and tax payers have no shortage of accounting software solutions from desk top to online to mobile.  Casey CPA will ensure you choose the right solution that meets the needs of your business now in the future while also providing a necessary level of security.  We will find the solution that fits your budget, gives you the information you need, and minimizes the time you spend using it.  We can provide QuickBooks training.  We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

Return to Top

Bookkeeping/Accounting

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and accounting services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Return to Top

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Return to Top

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Return to Top

Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

Return to Top

Estimated Tax Payments

Individuals and businesses are often required to make estimated tax payments. We can help you and your business determine the amount and timing of estimated tax payments.

Return to Top

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Return to Top

Non-profit Organizations

Non-profits are subject to unique and complex tax and government regulations. We can assist you with creating a non-profit organization and with ensuring that non-profits comply with their tax and regulatory reporting requirements.

Return to Top

Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Return to Top

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections (including meals tax). We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Return to Top

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

We can prepare all your income tax returns from Form 1040 for individuals and joint filers to Form 1120, Form 1065 and others for businesses. We can also prepare fiduciary (trust), gift, and non-profit filings.

Return to Top

Call today to schedule an appointment!