Services

In today's world, tax laws are complex and even a seemingly simple return can be confusing or challenging. Our clients' tax concerns are paramount to us at Boldrey, Senchuk, Rouleau & Williams CPAs PC. A significant portion of our practice is devoted to tax compliance and planning. Our clients operate in a wide range of industries and include individuals, businesses, trusts, estates, and not for-profit entities. We guide our clients through annual tax compliance with efficient tax preparation services. We also provide tax planning services, including practical strategies to minimize tax liabilities, maximize cash flow, find tax-saving opportunities and stay on track with tax-related matters. We are knowledgeable and up-to-date on changes in tax laws and can make sense of how they apply to you. We utilize high quality tax software and research tools to ensure that our services are of the highest technical quality.

The tax services we offer include:

• Individual tax preparation and planning
• Business tax preparation and planning - S Corporations, C Corporations, LLC's, partnerships, sole proprietorships
• Estates and Trusts: tax preparation and planning
• Not-for-profit tax preparation
• Multi-state tax preparation

At Boldrey, Senchuk, Rouleau & Williams CPAs PC, we provide high quality traditional CPA attestation Services for clients in a wide range of industries and for a wide variety of businesses and not-for-profit entities.

Audits - Audits offer the highest level of assurance to outside third parties and include evaluation of an entity's financial statements with the goal of expressing an opinion as to whether the financial statements are fairly presented in accordance with generally accepted accounting principles. An audit is guided by procedures set forth in generally accepted auditing standards.

Reviews - Reviews provide limited assurance to outside third parties and involve inquiries and analytical procedures that result in the expression of an opinion as to whether the financial statements are free of material modifications that should be made to them in order for them to be in conformity with the applicable financial reporting framework.

Compilations - Compilations assist management in presenting financial information in the form of financial statements. Compilations assist smaller businesses in particular in evaluating their financial results in accordance with the applicable financial reporting framework.

Agreed-upon Procedures (AUP) - AUP's are engagements in which a CPA issues a report of findings based on specific procedures performed on a specific subject matter.

Boldrey, Senchuk, Rouleau & Williams CPAs PC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of payroll-related tax returns including monthly, quarterly, and annual returns.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Boldrey, Senchuk, Rouleau & Williams CPAs PC offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand-alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited to the software and setup, but we can also provide accounting and payroll assistance.

Ongoing monitoring

Our QuickBooks monitoring service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to follow up and monitor your transactions, accounts and reports. This ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. These services may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Boldrey, Senchuk, Rouleau & Williams CPAs PCs role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Routinely this involves us working with your attorney and financial advisors directly to ensure that your overall experience is as smooth as possible.

Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Boldrey, Senchuk, Rouleau & Williams CPAs PC can help you with the organization of bookkeeping so that you can focus on your core business. These services include general ledger and financial statement preparation and can be performed on a monthly, quarterly, or other periodic basis.

The selection of your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Boldrey, Senchuk, Rouleau & Williams CPAs PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Boldrey, Senchuk, Rouleau & Williams CPAs PC can provide professional know-how from a tax vantage point to help you successfully structure and negotiate the deal.

Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can ease many of your worries. We are ready and willing to answer any and all questions the IRS may be asking of you.

No one can predict the future perfectly, but we can all benefit from planning for it. Boldrey Senchuk Rouleau & Williams CPAs PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Assistance with bank loan applications

Preparation of personal financial statements

Cash flow budgeting and forecasting

Accounting software selection advice and support

Business succession planning

Contractor prequalification assistance