703.356.4506 | info@pb-cpafirm.com

Our Services

Tax Services

Preparation and Planning You Can Trust
Tax Planning

We encourage income tax projections and a planning meeting several months before year end. We estimate your personal or business income tax liability to determine appropriate actions to minimize your taxes and will inform you of any hidden surprises that either tax law changes or changes in your work or tax situation may bring.

When you consider buying a business, selecting an entity, purchasing assets, or installing a pension plan, we assist by determining tax consequences. Almost every business decision carries tax implications and no major decision – especially regarding organization or structure – should be made without first consulting us. We actively represent clients to Federal and state tax agencies.

Tax Preparation

We prepare thousands of tax returns each year on one of the best tax preparation programs available. All tax returns, no matter how complex or simple, go through quality review before being released to you.

Tax preparation services include:

  • Individuals
  • Corporations
  • Sub-S Corporations
  • Limited Liability Companies
  • Partnerships
  • Non-Profit Organizations
  • Trusts and Estates
  • Representation before tax authorities.

Accounting Services

Outsourced Expertise & Experience

A variety of businesses employ our firm for routine accounting functions. We understand the need for accurate, timely information to effectively manage your business and we deliver. Our most popular accounting service is the preparation of interim financial statements. 

While our clients handle daily accounting functions, we routinely provide the following:

  • Interim Financial Statements
  • Payroll Assistance
  • Bookkeeping 
  • Quickbooks Set-Up and Consultation

Financial Statements

Comprehensive Service and Solutions
Audit

Audits offer the highest degree of assurance and therefore require significant testing of the underlying financial transactions and consideration or study of the system of internal controls. An audit includes confirmation with outside parties, physical inspection and observation, tracing transactions to supporting documents, and other tests that the auditor deems necessary. Upon concluding the audit, we express an opinion as to whether the statements are fairly presented in conformity with accounting principles.

Review

In reviewing financial statements, we obtain a working knowledge of your industry and key aspects of your business. We make inquiries relating to the financial statements and apply analytical procedures designed to identify unusual items or trends which require explanation. A review provides negative assurance, meaning that the financial statements concur with the review’s findings and make sense.

Compilation

A compilation involves compiling financial information provided by your company into a financial statement format. While compilations carry no degree of assurance, they are adequate for certain purposes.

Preparation

A newer alternative for the issuance of financial statements, that is both less burdensome and less expensive, and that does not involve the procedures that are required by an audit, review or compilation.

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