Accounting and Tax Preparation

Accounting & Auditing, Tax Services, and Business Consulting

Accounting and Auditing

Caron & Bletzer provides certain non-employee benefit plan accounting and auditing services to our clients. These include:

• Financial statement audit services for non-public companies in certain industries
• Financial statement compilation and review services
• Tax accounting services, including tax accrual preparation and review

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 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
• Representation before the IRS or other tax authorities
• 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
• Tax accrual preparation and review, including analysis of tax positions for FIN 48
• Individual tax and estate planning
• Mergers and acquisitions
• Business Consulting

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

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