Tax and Accounting Services

Tax Services

Caron & Bletzer is proud to provide tax planning and compliance services that reflect our understanding of the dynamic nature of both your business and the tax laws.

We strive to help you achieve your goals by minimizing your total tax expense through proactive planning. Available services include:

  • Tax compliance and planning services
  • Tax return preparation for individuals and businesses — federal and state
  • Business entity selection (S or C Corporation, LLC, etc.)
  • Income and franchise tax planning
  • State and local tax planning
  • Accounting method review and tax planning
  • Gift tax, estate, and trust taxation issues
  • Planning for the purchase or sale of a business
  • Equity compensation planning (restricted stock, stock options, ESPPs, ESOPs)
  • Retirement plan services
  • Individual tax and estate planning
  • Mergers and acquisitions
  • U.S. tax preparation services for ex-pats and foreign nationals
  • Executive tax preparation programs for companies looking to provide additional benefits
  • Representation before IRS or other tax authorities
  • Tax accounting services, including tax accrual preparation and review, and analysis of tax positions for ASC 740-10 (FIN 48)

As part of contributing to the growth and success of your business, members of our team have helped clients with a wide array of special projects, including:

  • Designing new reports that better help management with key decisions
  • Assistance closing books and preparing for year-end audits, and performing cash flow analyses
  • Parachute payment analysis

Accounting and Auditing

Caron & Bletzer provides certain non-employee benefit plan accounting and auditing services to our clients. These include:
  • Financial statement compilation and review services
  • Tax accounting services, including tax accrual preparation and review

Contact us to learn how we can help you solve your accounting and tax challenges.

ERISA AUDIT SERVICES WE OFFER

Employee benefit plan audits of:

  • 11-K Audits
  • 401(k) plans
  • 403(b) plans
  • Other 401(a) plans
  • Money purchase pension plans
  • Defined benefit pension plans
  • Cash balance pension plans
  • ESOPs
  • Other hybrid plans
  • Funded welfare benefit plans

ERISA consulting and other employee benefit plan services:

Form 5500 preparation and review

Employee benefit plan tax services, including preparation of Forms 8955-SSA, 5330, 990, 990-T

Representation in DOL and IRS examinations

Consulting in ESOP formation and transactions

Assistance in correcting problems involving late filings, plan administration and design, including self-corrections and submissions to the DOL and IRS under established correction programs (DFVCP, VFCP and EPCRS)

Assistance with the RFP process to find plan service providers