Services
Accurate and timely accounting information is a necessity for any successful individual and business. Bolerjack, Halsema, Bowling & White PA can assist you either on a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service.
We can offer the following services...just to mention a few:
- Auditing Services
- Business Valuation Services
- Corporate and Individual Tax Preparation
- Fraud Examinations
- Certified Trust Officer
- Corporate Controllership Services
- Financial Statements
- Litigation Support
- QuickBooks Services
- Trustee Accounting Services
- Estate Planning and Consulting
- Individual and Business Tax Planning
- Internal Control Analysis and Other Attest Functions
- Retirement Planning and Consulting
AUDIT, REVIEW and COMPILATION 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.
Peer Review
Our firm is required to have a peer review every three years. Our firm has participated in peer review since the inception of the program.
BUSINESS VALUATION 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.
We are your year-round source of professional independent advice in any area of your accounting, tax and life planning needs.
CORPORATE AND INDIVIDUAL TAX PREPARATION
Expertise. Peace of mind. These are just a few things you can expect Bolerjack, Halsema, Bowling & White PA 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 maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our shareholders and staff can accommodate your needs for tax planning and preparation.
WE WORK WITH NUMBERS, BUT WE DON'T TREAT YOU LIKE ONE.