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Services

Accurate and timely accounting information is a necessity for any successful business. CREESE, SMITH & CO. LLC can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

  • Tax Planning and Return Preparation Services
  • Accounting and Auditing Services
  • Financial Planning Services
  • Payroll Services
  • Business Valuation Services
  • Quickbooks Support Services

 

Tax Planning and Return Preparation Services

 

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Financial Planning Services, Accounting and Auditing Services

Reporting on Financial Performance - Almost every organization, whether it is a privately held business, publicly owned corporation or a nonprofit organization, must prepare reports on its financial performance. These reports help managers and owners make operating decisions, enable creditors to evaluate loan applications and provide individuals with information to make decisions on investments.

Diverse Accounting Services for Diverse Needs - A CPA may provide a client with three distinct services that involve financial statements. Each service is designed to meet a different need. A Compilation is useful to small, privately held companies that need help in preparing their financial statements. A Review on the other hand, may be adequate for entities that must report their financial positions to third parties, such as creditors or regulatory agencies. Reviewed financial statements may also be useful to business owners who are not actively involved in managing their companies.

An Audit is the third and most extensive of the three services. An Audit is appropriate for businesses that offer a higher level of assurance to outside parties. An unmodified opinion from a CPA after an audit provides reasonable assurance to outside parties that the entity's financial statements fairly present its financial position and results of operation in accordance with generally accepted accounting principles.

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

 

Business Valuation and Consulting Services

 

ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements… In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.

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