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Services

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


Tax Planning and Tax 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 professional staff can accommodate your needs for tax planning and preparation.

Auditing Services

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance other than audit:

  • Review-some analytical procedures conducted with limited assurance.
  • Compilation-based upon client information provided and used primarily for internal use.

Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Management Advisory Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Elder Care

Our elder care services are designed to meet the specific needs of your personal financial matters. These services include home visits; reporting to responsible family members; check writing and checkbook balancing; monitoring, budgeting, paying household bills and monthly reconciliation of accounts. We prepare tax returns (personal, estate and trust returns), payroll and payroll tax returns for household employees and assist the individual’s attorney and financial advisor with wealth management conservation.

We are proud to be part of the Purple Angel Project, an international movement to create a dementia friendly community. We understand the concerns of the aging senior community and their family members and are available to assist.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks or direct deposits to filing the necessary tax returns.

Bookkeeping

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Additionally, our staff is qualified to provide training in QuickBooks.


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