Services
Gregory & Associates, PLLC provides a comprehensive range of professional services designed to meet the needs of closely-held businesses and individuals with complex financial situations.
Accounting Services
- Compilation, review, and audit of financial statements
- Bookkeeping and write-up services
- Payroll preparation and reporting
- Sales tax preparation and reporting
- Accounting system setup and training
Tax Services
- Preparation of federal and state income tax returns for individuals, corporations, partnerships, S-corporations, LLCs, estates, and trusts
- Tax planning and projections
- Representation before the IRS and state taxing authorities
- Estate and gift tax planning and preparation
Advisory Services
- Business valuations
- Mergers and acquisitions
- Business succession planning
- Retirement plan design and administration
- Litigation support
- Forensic accounting
- Cash flow analysis and projections
- Budgeting and forecasting
Other Services
- Compilation of personal financial statements
- Agreed-upon procedures engagements
- Non-profit organization accounting and tax compliance
- Estate and trust administration