Stephen J. Morice & Associates, P.C. provides a variety of professional services to wide assortment of clients. We strive to offer these services in a timely manner and at a competitive fee. Our clients include closely held businesses, not-for-profit entities, labor unions and employee benefit plans.
Our Firm is a member of the American Institute of Certified Public Accountants (AICPA). We conduct all of our services under the Professional Code of Conduct issued by the AICPA.
Accounting
We will tailor our services to meet your specific needs and budget. These services can be as limited or in depth as you desire. Your monthly or quarterly financial statements will be prepared in a format that is the most useful for you. Our staff will also be available to discuss the financial statements with you so that they may become effective management tools. Many of our clients utilize “in house” bookkeeping departments and computer based accounting systems. We will design our services to maximize the benefits of an “in house” system.
If needed, our Accounting Services Department can provide detailed bookkeeping services, such as check writing, customer invoicing services, preparation of bank statement reconciliations, tracking of receivables and payables, and payroll processing services.
Tax Planning, Preparation, and Representation
We will prepare your required payroll, sales tax, and income tax filings. Our staff offers tax advice and planning including information related to the most recent federal and state income tax law changes. We can advise you of the specific tax effect of pending transactions and assist you with the best transaction structure to meet your needs. If you are a new business, we can help you decide whether you should incorporate, elect
Subchapter S status or operate using some other business structure.
Our licensed professionals can provide representation services before the IRS, state and local tax authorities should you receive a notice or in the unlikely event your return is selected for audit. It is not necessary for us to have prepared the original return to provide you with representation.
Computer Consulting
Our accounting services staff has many years of experience with bookkeeping and accounting software. While Peachtree and Quickbooks are most prevalent, we have experience with other software as well. We can recommend cost effective software that will meet your individual needs. Our staff will be able to assist with the establishment of your accounting system and, if required, teach you or your staff to use the software. They will also provide continued and system support.
Business and Tax Planning
There are many other situations where we may assist you in your business. The following is a short list.
Business Valuation
Business valuations are required for a number of reasons. A valuation may be needed for pending sale, business succession planning or estate planning purposes of the owner or owners. You may also request a business valuation for a business that is under consideration to purchase. We can be engaged to provide the business valuation for you.
AUDITED, REVIEWED AND COMPILED FINANCIAL STATEMENTS
Since every business has its own financial reporting requirements, your financial statements may need to be AUDITED, REVIEWED OR COMPILED. (For more information regarding levels of service click here). These statements may be presented for use by third parties such as banks, investors or other creditors. Our services willbe conducted under the professional standards as issued by the American Institute of
Certified Public Accountants (AICPA).