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SERVICES
Tax
Return Planning And Preparation
Beginning
by assisting our clients with planning strategies to minimize their taxes,
to using our state of the art tax research and software to prepare returns,
our seasoned staff of professionals constantly stay current with ever
changing Internal Revenue Code. Whether the return is a corporate, partnership,
individual, estate, gift or trust return, you can be assured that it is
prepared timely and accurately.
We
offer a monthly newsletter of changes and ideas in tax and business planning
to our clients. To receive this valuable planning tool, please provide
for us your name and address to be placed on our mailing list.
Financial
Statement Preparation
Our
partners and staff are highly trained and experienced and offer a complete
range of financial statements, including audited, reviewed or compiled
financial statements, along with personal financial statements, depending
upon your needs.
Our
partners and staff undergo continuing professional education to be sure
we are up to date on the latest professional pronouncements and techniques
to give you the best service available.
To
demonstrate our competence, we have received an unqualified opinion on
our quality peer review, a testing of our procedures for financial statement
preparation by another specially trained CPA.
Employee
Benefit Plan Audit Services
At Alpert, Stearns, Daley & LaCombe,
we are committed to achieving the highest quality audit possible. We understand
the complexity of performing employee benefit plan audits and that's why
we have a dedicated team of auditors that possess the specialized knowledge
and expertise to help ensure compliance with the appropriate benefit audit.
Our
Quality Commitment
As a member of the American Institute
of CPA's Employee Benefit Plan Audit Quality Center, we are committed
to adhering to the highest quality standards by voluntarily agreeing to
the Center membership requirements, which include designating a partner
responsible for our employee benefit plan audit practice, establishing
quality control programs, performing annual internal inspection procedures,
and making out peer review report findings publicly available.
At
Alpert, Stearns, Daley & LaCombe, our goal is to continue to enhance
our quality initiatives within our employee benefit plan audit practice
to deliver the highest quality audit services possible.
Starting
a New Business
Our
experienced staff can guide you in selecting the correct type of entity,
setting up an accounting system of payroll services. We provide assistance
with the development of a professional business plan to aid in debt and
equity financing. Our long experience helps lay the groundwork for working
relationships with banks, insurance agencies, attorney firms and other
professionals that you will need in the starting of a successful endeavor.
Other
Services
Other
fields of service that our firm is experienced in include:
- Estate Planning
- Let us help you arrange your estate to preserve your assets for the
next generation.
- Personal Financial
Planning - We can assist you in arranging your personal financial
affairs to achieve the financial goals you want, while minimizing tax
consequences.
- Selection of
Retirement Plans - Our experience can assist you in the selection
of the proper pension plan for your enterprise.
- Payroll Preparation
- Our firm can prepare your payroll efficiently and accurately on the
time schedule that you need. All reports are timely prepared and in
a form that you can easily understand.

Our
Personnel | Tax Tip Of The Month
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