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SERVICES
Comprehensive accounting and financial management services. At Bormel, Grice & Huyett, we offer the same range of services as large accounting firms—with the personalized service and attention to detail you’d expect from a trusted partner.
Tax Preparation, Compliance and Planning
We can provide advice and insights tailored to your industry, type of business or individual tax situation. We will ensure that your corporate, partnership or individual filings are timely, complete and accurate. We can assist with resolving tax notices, tax audits and appealing positions with Federal, state and local tax authorities. We will keep you abreast of all the latest relevant changes in legislation and help you minimize your current and future tax liabilities.
Auditing and Attestation
Many companies require their finances be audited periodically. This might be a requirement of your investors or written in the bylaws of your corporation. We implement audits by inspecting not only financial records but also the methods and controls in place to ensure your records are being well kept, policies are strictly followed, and your financial practices assist your business goals . Our audit and attest services meet the highest technical and ethical standards while ensuring compliance with financial reporting regulations. We provide the most reliable, accurate information about your company or organization and have the experience to assess whether your financial statements are presented honestly in accordance with standard accounting practices.
Compilations and Reviews
You may require our accounting and financial reporting expertise to assist you in the assembly and presentation of your financial statements. Our firm can compile financial statements in accordance with professional standards using data provided by your company. No opinion is expressed about the underlying financial information.
Estate, Gift & Trust Planning
Many of our clients have complex lives with wealth to protect generations of children, grandchildren and blended families. Wealth preservation requires a solid foundation. We can help by analyzing your current estate plan to determine future income and estate tax consequences, prepare estate, gift and trust tax returns, even help you plan for the succession of your business to the next generation. With careful planning and periodic reviews, we can help you reduce your tax exposure, protect your family and ensure that your exact wishes are met.
Accounting
We help our clients create budgets and projections, perfect financial statements, monitor depreciation of assets and determine cash flow needs.
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We can review financial results by making inquiries of a client's management and performing analytical procedures on financial data. Our review report expresses limited assurance that there are no material modifications that need to be made to the financial statements in order for them to conform to generally accepted accounting principles.
Benefit Plans
Our employee benefit plan audit team has experience in auditing retirement plans for companies of all sizes. We are skilled at auditing retirement plans for single and multiple employer plans. We can also help identify prohibited transaction and assist plan managers in effectively communicating with the Department of Labor and the Internal Revenue Service.
Business Consulting
Our firm can assist you with financial strategies. We can provide advice on methods for lowering your tax burden, or review and make suggestions for updating a business plan. We can help to ensure that our clients are aware of regulatory changes.
Small Business Services
The "business" side of business can sometimes drain you of the energy you want to direct toward your core services and products. We can help meet your needs with day-to-day bookkeeping, tax services, management consulting, just to name a few.
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