OUR SERVICES

Vollenweider CPA Services LLC offers a wide range of services to handle your accounting needs so that you can focus on your business and clients.  Our services can begin with helping you choose the right entity for your business, consult with you on decisions as you grow, and when the time comes, planning with you for your exit strategy.

Accounting and financial services

• Preparation, compilation, and review of financial statements •

• Monthly, quarterly or periodic review of your business transaction •

• Monthly or quarterly bookkeeping services, including bank reconciliations, maintaining your general ledger •

• Payroll services, including payroll preparing, payroll tax return, W-2 and 1099 filings •

• Preparation of sales tax returns, personal property tax reports, occupational licenses as well as other required filings •

• Workers compensation reporting as well as handling the annual audits •

• Quickbooks consulting •

Individual and business consulting

• For new clients, we review your prior year tax returns in order to have a knowledge of your income and expenses •

• Review your financial statements and provide suggestions to improve your bottom line •

• Assist with buy\lease agreements, and other decisions as requested •

Tax Planning and preparation

• Provide planning during the year to assist you in minimizing your tax liabilities •

• Provide pre year-end projections to allow you to make tax decisions before the end of the year •

• Preparation of individual, business, non-profit and trust returns •

Effective 12-1-23, the firm will be merging with another firm - Learn more