MCCRATE, DELAET & CO.
 

Service Capabilities:
Tax Services-
We have trained and experienced personnel to assist our clients with their federal and state income tax, gift and estate, payroll, property, and sales taxes.
Audit, Compilation, and Review-
Audit
The objective of an audit is the expression of an opinion about whether your financial statements are fairly presented, in all material respects, in conformity with generally accepted accounting principles. Our audits will include tests of your accounting records and other procedures we consider necessary to enable us to express such an opinion.

An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit is not designed to detect errors, fraud or other illegal acts that are immaterial to the financial statements.

Compilation
A compilation is limited to presenting in form of financial statements information that is the representation of management.
Review
A review consists primarily of inquiries of company personnel and analytical procedures applied to financial data. A review does not contemplate obtaining an understanding of the internal control structure or assessing control risk, tests or accounting records and responses to inquiries by obtaining corroborating evidential matter, and certain other procedures ordinarily performed during an audit.
Bookkeeping Services-
We provide a number of services, depending upon the client’s situation and needs. Among these services are:
·         Handling the company’s system of accounts
·         Preparing payroll
·         Preparation of payroll withholding returns
·         Sales Tax Returns
 
Consulting-
Business consulting-
Starting a new business or acquiring or operating an existing venture is a challenging process. We can assist you in choosing the best options for your situation.
·         Valuation, Mergers, and Acquisitions
·         Budgeting, Forecasting, and Financing Analysis
·         Cost Savings/Reduction Reviews
Technology Consulting-
If you are looking at automating your accounting system, or simply make your business more efficient through technology, talk to us. We can help you select the technology solution that fits your needs.
·         Accounting Systems Implementation
·         Software Training
Wealth and Succession Planning-
Success is what you have worked hard for. We can help you make the most of it – for you and your family.
·         Estate Tax Planning
·         Charitable Gift Planning
·         Succession Planning

 

 



Certified Public Accountants since 1947
cpa@mccrate.com