Tax and Accounting Services BHT&D Financial Group has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.  Accounting Services Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use. Tax Services A full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses. Financial Forecast and Projections Our firm provides complete financial and business forecasting services, including proforma projections. We will help management foresee and plan for unexpected business contingencies. Compilation, Review, and Audit Services Professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation. IRS and State/Local Representation We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS. Estate, Gift and Trust Tax Return Preparation Preparation of federal and state estate, gift, and trust tax returns. Estate Planning Estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. Buying & Selling a Business Assist prospective business purchasers learn about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms. Business Succession Planning Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected. Management Advisory Services Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more. Cash Flow & Budgeting Analysis Expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable. Business Valuations Experienced business valuation services for informed succession planning or buy/sell purposes. Benefit Plan Services We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance. Our firm can help your firm weigh the complex benefits and costs posed by today's qualified and non-qualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans. Bookkeeping/Write-Up Full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. Accounting Software Selection Need help with accounting software selection and implementation? Our firm will help you select the software that is right for you and will teach you how to use it effectively. Financial Statements Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesses full profit potential. Reviews and Compilations Our firm offers full Review and Compilation services for small to medium sized firms. Accounting Software Selection & Implementation Need help with accounting software selection and implementation? Our firm will help you select the software that''s right for you and will teach you how to use it effectively. Pension & Profit Sharing Plans Would you like help setting up a pension or profit sharing plan? Talk to us! Tax Planning Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services. Tax Preparation Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. Return to top