| Accounting Services |
| Pieciak & Company matches the accounting and auditing services to the clients needs - whether your company needs audited financial statements for presentation to investors or bankers, reviewed financial statements for creditors, or monthly compiled financial statements for management use. The accounting and auditing staff works closely with tax and other staff on a daily basis to insure your company receives quality services in each of the disciplines.
Auditing and assurance services are described in a separate section of this web site.
For those companies which do not require audited financial statements, but need reliable information for presentation to third parties, reviewed financial statements may be appropriate. A review consists principally of inquiries of company personnel and analytical procedures applied to financial data, for the purpose of expressing limited assurance about the financial statements.
Our small business services division can see that your monthly accounting records are organized, payroll and sales tax returns are prepared timely, and monthly financial statements are compiled in a form which is useful to you. The small business department assists the tax department in monitoring your company's activities and helps your business prepare for year end planning and reporting. Well organized financial records ensure that your business operations will run efficiently, and provide a foundation for successful business.
In limited cases, the firm will assume the controllership function, with a member of our staff taking responsibility for the overall accounting function of the client company. This usually results from a sudden need and will normally only last during a transitional period. |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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| Audit Services |
| Our AUDIT AND ASSURANCE SERVICES department, headed by Timothy Fogg, CPA, is highly trained in current auditing and assurance techniques and financial reporting. They serve a variety of companies engaged in manufacturing, distribution, retail, and service industries as well as governmental and not-for-profit organizations. Auditing involves an extensive review and testing of internal accounting controls, independent confirmation of information, analytical procedures and other tests which allow us to render an opinion on management's financial statements or other representations. (VT license 92-0000111) |
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| Business Consulting |
| 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. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Business Valuations |
| Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| 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 are 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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| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
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| Estate & Trust Tax Preparation |
| The preparation of the estate and gift returns is only the beginning of the services provided. We work closely with executors to insure compliance with complex estate and probate rules to insure that the estate is properly accounted for and the least tax is paid by the estate and its beneficiaries while meeting the wishes of the decedent. We have developed positive reputations with the probate courts, the legal community, and with the taxing authorities which assists in orderly settlement of estates. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| IRA SEP-IRA Simple Plans |
| We can assist you in establishing an appropriate plan and make suggestions about the funding and investment vehicles |
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| IRS Representation |
| Our staff can represent you before the Internal Revenue Service if your return is selected for audit or if other assistance is needed. We have significant experience dealing with the Internal Revenue Service and various state taxing authorities. |
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| Litigation Support |
| Plaintiff and defendant's attorneys call upon the firm to assist in pending or existing litigation involving economic damages, divorce, professional liability and other disputes. Members of the firm have testified as expert witnesses in various federal and state courts, and have represented defendants and plaintiffs. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Mergers & Acquisitions |
| Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
We also provide payroll preparation services to selected clients. Everything from paychecks to deposit processing to monthly and annual reporting is performed by our service, leaving company staff free for other duties. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| QuickBooks Installation |
 Contact us about installing or upgrading your QuickBooks system and training your staff |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes to multiple states. We can assist your company in understanding the laws and regulations of the states, in the compilation of information and the preparation of sales tax returns in an efficient and timely manner. |
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| Tax Planning |
| Tax planning should be a part of your strategic business planning, your personal financial planning, your retirement planning and your estate planning. By making tax planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| We use computerized tax preparation software which is capable of handling all federal and state jurisdictions. We subscribe to state of the art research services and publications. All tax staff is required to successfully complete annual education requirements and to keep current on tax developments. A separate department under the direction of Wendy Dubois, CPA, provides tax services to individuals, estates and trusts. |
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| Tax Services |
| Tax services include tax planning & return preparation for individuals, corporations, partnerships, limitied liability companies, estates, trusts, and not-for-profit entities. We take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the tax expertise and knowledge that they deserve throughout the year. |
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