Cary, Trlica & Wood, P.C.
CERTIFIED PUBLIC ACCOUNTANTS
Client Services

 With the complexity of today's marketplace, effective accounting services and consulting can be the difference between success and failure. To assist clients with the increasingly complex rules surrounding financial decisions, the firm offers a wide range of services for both individuals and businesses. Because the firm is actively growing, clients benefit from receiving personalized, quality service beyond comparison. Below are listed client services along with brief descriptions. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service the firm provides, Matt and his staff would be more than happy to refer you to a qualified professional.

 (Click service title for details.)


Tax Services

Tax Services

We take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, the firm is in a strategic position to identify key tax planning opportunities that minimize both your current and future tax liabilities. The firm provides his individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

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Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

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Bookkeeping/Write-Up

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.

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Compilations

The firm views its role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Construction Services

Construction Contractors

The firm works closely with residential and commercial construction contractors, as well as their related vendors. We have hands-on experience in construction from his years spent working in a family-owned underground utilities company. With his unique experience, Matt can fully understand the challenges facing contractors, and speak to them in their own language.

The current economic climate has had a massive negative impact on the construction industry. In addition, banks and insurance agencies have become increasingly more strict concerning their financial reporting requirements for lending and bonding. We understand and works hand-in-hand with a network of insurance agents and lenders that can assist you in your needs. Whether you have had statements prepared for years or this is your first time, We can fully assist you in preparing reviewed or complied financial statements, as well as job schedules, statements of cash flows, or other reports.

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Consulting Services

Consulting 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. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

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