Services

We have the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Accounting Services

We offer a complete range of accounting services, including the preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. We will also prepare custom financial reports for internal, managerial use.

 

Business Succession Planning

If you are concerned with how your business will continue without you there, we can assist you in business succession planning. We can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

 

Buying & Selling a Business

We also advise prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

 

Compilation, Review, and Audit Services

We provide professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

 

Estate Planning

We offer estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

 

Estate, Gift and Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift, and trust tax returns.

 

Financial Planning

With three individuals who have earned the AICPA designation of FPS, Financial Planning Specialist, Bogardt & Company, LLP can advise you in the areas of individual tax and estate planning. We provide fee for service planning in these areas and work with your attorney, insurance and investment advisers.

 

IRS and State/Local Representation

We can provide complete representation services before the IRS as well as state and local taxing authorities.

 

Pension & Profit Sharing Plans

We audit pension plans, ESOPs and 401(k) Plans as required by the Department of Labor.

 

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

 

Tax Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.