Services

Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.


Tax Services
Our firm prepares all federal, state and local tax returns for individuals and businesses. Our firm also offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden.

Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively.


Mergers & Acquisitions
Our firm are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations.


Asset Protection
We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate.


Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.


Benefit Plan Services
Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.

ITIN Services
Our Certified Acceptance Agents (CAA) can help you apply for or renew your ITIN without needing to send your original identification documents to the IRS.

Attest Services
Our Firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.


Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.


Business Succession Planning
Stop wondering if and how your business will continue without you there. As experienced professionals in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.


Temporary Staffing
Our firm offers interim and outsourced CFO services as well as temporary to permanent employment positions.


Bankruptcies
Bankruptcy is one of the most frightening words to hear when you are running a business. However, our firm will help you through the entire ordeal while guiding you through the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.


Professional Witness Services
Our firm offers professional witness testimony in the areas of business valuation, accounting malpractice and other matters requiring forensic accounting expertise.


IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.


Business Valuations
Our firm provides cost-effective business valuation services, quickly and efficiently.


Cash Flow & Budgeting Analysis
Our firm offers professional cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.


Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.


International Taxation
Whether your business is considering overseas expansion or is looking to qualify for tax-advantaged treatment under NAFTA, our international tax services can help you understand how foreign tax laws can affect your business.


Employment Benefit Plans
We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance.


Litigation Support
We can provide a full range of assistance for you and your legal counsel.


Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.


IT Solutions
We offer a wide variety of IT Solutions which include, but are not limited to: Network Administration, Remote Monitoring and Management, Antivirus and Spam Filtering & Backups, Cloud Services and any other IT Solutions that your business requires. We have 20+ years of experience in the IT field and are ready to tackle all of your simple or complex needs.


Financial Forecast and Projections
Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.


Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.


Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.


Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.


Estate, Gift and Trust Tax Return Preparation
Our firm provides professional preparation of federal and state estate, gift, and trust tax returns.


Debt & Financial Services
We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.


Forensic Accounting
Our firm offers tailor-made forensic accounting services as well as professional testimony. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.


Reviews and Compilations
Our firm offers full Review and Compilation services for small to medium sized firms.


Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.


Financial Consulting
We offer a complete array of financial consulting services and will work closely with you to help you achieve your financial goals.


Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to protect your assets from employee theft and can implement systems to detect and deter fraudulent activity.


Investment Review
We will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.


Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.


Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? Talk to us!

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Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Securities and insurance products offered through Cetera Financial Specialists LLC (DBA Cetera Financial Specialists and Insurance Services in CA), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, an SEC Registered Investment Adviser. Cetera is under separate ownership form any other named entity.

This site is published for residents of the United States only. Registered Representatices of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information pleaes contact the advisor listed on this site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Home offices at 200 N. Martingale Rd, Schaumburg, IL 60173; phone 888.528.2987.

Please Note: The information being provided is strictly as a courtesy. when you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

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