OUR SERVICES Expertise. Peace of mind. Courtesy of McCrate, DeLaet & Co. Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis Here are just some of the specialized services available to McCrate, DeLaet &Co. clients: Tax Planning and Return Preparation Services Audit, Compilation, and Review Services Bookkeeping Services Consulting Services Wealth and Succession Planning Services TAX PLANNING AND RETURN PREPARATION SERVICES We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership. But our dedication to you does not stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities. 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. Return to Top   AUDIT, COMPILATION, AND REVIEW SERVICES  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. 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. The objective of a compliation is to assist management in presenting financial information in the form of financial statments without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements. Return to Top    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 Preparing Financial Statements Return to Top   CONSULTING SERVICES   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. QuickBooks Professional Accounting Systems Implementation Software Training Return to Top   WEALTH AND SUCCESSION PLANNING SERVICES Financial success is the result of your hard work.  We can help you make the most of it - for you and your family. Our services include: Estate Tax Planning Charitable Gift Planning Succession Planning Investment Planning Retirement Planning Asset Protection Return to Top