MacDonald & Walczak CPAs, LLC offers a wide range of accounting and financial 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. A matter of pride to us is our staff longevity.
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.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Accounting system setup for new businesses
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with accurate and meaningful bookkeeping.
Reviews & 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.
Reviews are often required by financial institutions for lending arrangements. Compilations are typically done by our firm for management purposes and tax return preparation.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Estate & Trust Tax Preparation
Our firm can help you through the confusing and demanding process of estate tax filings to complete the administration of your recently lost loved one's estate without delay.
Fiduciary tax returns required of trusts include the annual Form 1041 for irrevocable trusts and some revocable and grantor trusts depending on circumstances.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes for many different taxing authorities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Knowledgeable about Sage Accounting
Our firm is familiar with Sage Peachtree Accounting software and its workings. We can help you create a meaningful chart of accounts and instruct you on the workings of this software.
QuickBooks Pro Advisor
Our firm is familiar with Intuit's QuickBooks Accounting software and its workings. We can help you create a meaningful chart of accounts and instruct you on the workings of this software.