Services

Whether an established or a newly established business, businesses require complete and accurate financial information to maintain profitability and to develop new opportunities. The Callen Accounting Group, PLLC's accounting services will help you attain these goals with accurate financial statements and reporting as well as support on financial issues such as intial accounting system setup, tax planning and employee retirement plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Business tax planning and return preparation

At The Callen Accounting Group, PLLC, 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. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

The Callen Accounting Group, PLLC can process your payroll for you. Thus, allowing you time to run your business more efficiently. Or we can help you implement a computerized payroll system that will help you process your payroll, make timely payments and preparation of payroll tax returns.

The Callen Accounting Group, PLLC's financial statement services comprise two levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. The Callen Accounting Group, PLLC'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 disburse one's estate so as to avoid complications and to be sure 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.