Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Services

We prefer to take a proactive vs. reactive 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 taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
    Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, trusts & gift, Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

Forensic Auditing

We offer a financial and investigative capability that can respond immediately, discreetly, and comprehensively to any suspected criminal or civil wrongdoing. We have a deep understanding of Money Laundering, Terrorist Financing, Financial Crimes, Banking Operations (banking products, services, and customer behavior), Compliance Program Weaknesses, Financial Crimes, Divorce Hidden Income and Assets, and Lawsuits.

  • Tracing Hidden Assets
  • Following the Flow of Money through Banks
  • Bank Secrecy Act (BSA) Issues
  • Reconstruction of Lost Wages
  • Corporate Fraud

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

External Audits of Financial Statements

External audit, also known as financial audit and statutory audit, involves the examination of the truth and fairness of the financial statements of an entity by an external auditor who is independent of the organization in accordance with a reporting framework such as GAAP. Perry & Associates performs financial statement audits in the follow industries:

  • Government
  • Nonprofits
  • Construction / Contractors
  • Manufacturing
  • Professional
  • Health Care
  • Utilities

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 is 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

Other Services

  • Asset Protection
    Asset protection, or wealth preservation, plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets.
  • Employee Benefit Plans
    The accounting and tax issues involved with employer-provided benefit plans can be overwhelming.
  • Mergers & Acquisitions
    Finding the right business partner for your company can be a difficult task.

Securities and Investment Advisory Services offered through Multi-Financial Securities Corporation, member FINRA, SIPC. Perry & Associates, CPA’s A.C. is not affiliated with Mulit-Financial Securities Corporation.