Our Services Accurate and timely accounting information is a necessity for any successful business. Bollenback & Forret, P.A., CPAs can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following: Tax Preparation Planning and Consultation Individual Financial Planning Services Litigation Support and Business Valuation Services Estate Planning Services Audit and Accounting Services Computer Consulting Services Other Services Speaking Services Tax Preparation Planning and Consultation Federal, state and local tax returns for businesses, individuals and non-profit organizations Estate and fiduciary tax returns Corporate, individual and estate tax planning Payroll returns Representation before the IRS Individual Financial Planning Services Income tax planning Personal Financial Planning Independent investment consultation Retirement planning Business sales/acquisitions Insurance needs evaluation Planning for college Guardianships Litigation Support and Business Valuation Services We are experienced in appearing before federal, state and local courts and assisting attorneys with various services concerning legal and financial matters. Expert witness Marital dissolutions Business disputes Business liquidations Business valuations for Estate and Gift purposes, Buy-Sell Agreements and Marital Dissolutions Estate Planning Services We endeavor to help our clients not only preserve their estates and minimize taxation, but also to plan for future needs and provide for surviving spouses, children and other family members. Planning to accomplish goals before and after death Planning for disabilities Eldercare services Evaluation trust needs Serving as personal representative Consultation with attorneys Court accountings for probate Audit and Accounting Services We have provided audit or other attest services for the following industries: automobile dealerships employee benefit plans, manufacturing retail trade construction companies professional service organizations (doctors and attorneys) software development companies medical equipment providers manufacturing companies regional airline Chapter 175/185 public pension plans various governmental units not-for-profit entities Report areas include: Annual financial audits Single audit Compliance with Federal and State grant requirements ERISA Audits Performance audits Attestation engagements Reviewed financial statements Computer Consulting Services We integrate computer solutions with your business management and accounting system Computer hardware and software consulting Office software  and productivity consulting Quickbooks installation and training (Click for more about Quickbooks) Other Services Other services we provide: Pension planning Compiled financial statements Reviewed financial statements Projections and Forecasts Management consulting Loan request packages Planning for business succession Eldercare services Speaking Services We are happy to serve as speakers on tax, audit, financial and estate planning for employee groups and community organizations.  The firm can also provide speakers on accounting, auditing, management information services, and strategic planning for business and not-for profit organizations.

IRS CIRCULAR 230 DISCLOSURE: Any tax advice included in this written or electronic communication (and any attachments) was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.