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Services

Roessler & Co., Ltd. provides a wide range of services to individuals and businesses in a variety of industries. At Roessler & Co., Ltd., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Services

At Roessler & Co., Ltd., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Roessler & Co., Ltd.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup and tax planning.

These services include but are not limited to:

  • General ledger set up and support
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing

Financial Statements Engagements

Roessler & Co., Ltd.'s financial statement services are offered for the following engagement types, depending on your needs. We provide these financial statements services for statements prepared using generally accepted accounting principals or the income tax bases of accounting.

Reviewed Financial Statement

Reviews provide limited assurance to financial statement users and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.

Compiled Financial Statements

Compilations are based upon information provided by a Company's management. They do not offer assurance but may involve some company management approved adjustment to accounting records.

Preparation of Financial Statements

Preparations are engagements were information provided by management has not been subjected to a compilation review or an audit engagement by us and accordingly we do not express an opinion, a conclusion, nor provide any assurance on them.

Personal Financial Statements

Compilation or preparation of personal financial statements are sometimes required of us for various client purposes.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Roessler & Co., Ltd.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Roessler & Co., Ltd. offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally, either remotely or at your site, one-on-one or several individuals within your organization at your company's location.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance. This support can be done remotely or at your site.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll assistance to review your transactions, accounts and reports. We will inform you of any corrections, adjustments or reclassifications which you may want to consider. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Roessler & Co., Ltd. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Roessler & Co., Ltd. can advise you on choosing an entity type and later restructuring if advantageous.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

Roessler & Co., Ltd.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Roessler & Co., Ltd. can assist you to successfully structure the deal and pinpoint the most favorable tax structures.


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