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Savage, Esplin & Radmall, PC exists to help you recognize and deal with a variety of financial situations. Bound by a stringent code of professional ethics, we maintain the highest levels of objectivity and integrity. We employ our extensive range of knowledge and skills to support you in achieving your goals. |
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Tax Services |
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- Tax Return Preparation
- Individual Income Tax Returns
- Federal and State Electronic Filing
- Corporation Income Tax Returns
- Partnership and LLC Income Tax Returns
- Fiduciary (Trust and Estate) Income Tax Returns
- Estate and Gift Returns
- Pension and Profit Sharing Plan Reports
- Nonprofit Organization Returns
- Sales Tax Returns
- Payroll Tax Returns
- All State Tax Returns
- Estate Planning
- Income Tax Planning
- IRS Representation
- Tax Planning for Divorce
- Like-kind (Section 1031) Exchanges
- International Taxation
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QuickBooks® ProAdvisors |
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- QuickBooks Pro (All Flavors)
- QuickBooks Online Edition
- QuickBooks Enterprise Solution (All Flavors)
- Setup and Implementation
- Training
- Payroll Services
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Business Services |
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- Payroll Services
- Choice of Business Entity Planning
- Business Succession Planning
- Examinations of Internal Control
- Fraud Examinations
- Accounting Software Consulting
- Planning for Buying or Selling a Business
- Due Diligence when Buying or Selling a Business
- Litigation Support Services
- Health Insurance and Employee Benefits Consulting
- Health Savings Accounts (HSA)
- Temporary Company Controller during Absences or Illness
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Certified Business Valuation Services |
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- Buying or Selling a Business
- Divorce or Separation Valuation
- Estate or Gift Valuation
- Partial Interests
- Mergers, Acquisitions, and Divestitures
- Family Partnerships and LLC’s
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Accounting and Auditing |
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- Audits of Financial Statements for State and Local Governments
- Audits of Financial Statements for Non-Profit Organizations
- Audits of Financial Statements for Small Businesses
- Reviewed or Compiled Financial Statements
- Forecasts and Projections
- Cash Management and Budgeting
- Personal Net Worth Statements for Bank Loans
- Contractor License Applications
- Audits of Overhead Rates for Government Contracts
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Personal Financial Planning |
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- Financial Security Program
- Personal Financial Plans and Goals
- Strategies for Building Wealth
- Investment and Retirement Planning
- Life Insurance Strategies
- Charitable Giving Strategies
- Family Limited Partnerships
- Annuities
- IRA's and Roth IRA's
- Tax Favored Education Savings
- SIMPLE Plans
- Pension and Profit Sharing Plans
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Elder Care Services |
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These services are designed to assist older adults with a wide range of services. From direct services like bill paying, to assurance that providers are meeting the client's criteria, to consultation on care alternatives and how to pay for them. CPA Eldercare Services is ideal for older clients or their adult children who have the means to pay for such services, but lack the resources to coordinate them. Working with the client or a member of their family, we coordinate the services needed and make sure they are handled in a reliable and timely fashion. Elder Care Services that you may need:
- Assessing your or your loved one's needs and developing a care plan to meet those needs.
- Coordinating and overseeing periodic or full-time health care, including assistance in selecting care providers and establishing a system to monitor the quality of care provided.
- Handling routine financial transactions, including paying bills and ensuring that expected revenues are received and deposited.
- Arranging for transportation, housekeeping, yard maintenance, and other personal services.
- Determining whether investments are being managed per your instructions.
- Preparing and filing payroll tax forms for in-home care providers.
- Ensuring that legal documents such as powers of attorney and living will are in place.
- Reporting to family members about the quality of care being provided and other matters.
- Supervising accounting for the estate.
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