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- CFO/Controller
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Jerry often works as a company's CFO/Controller on a part-time
basis either as a separate engagement or while providing regular
financial statement and tax preparation services. For companies
with a full-time person, Jerry acts as a consultant to the
owner/officers and provides overflow support for the financial
managers.
- Tax Preparation
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Jerry prepares annual company and individual tax returns for
those who desire a high level of service at a reasonable fee.
- Litigation Support
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Jerry works on a regular basis with companies, banks, and
attorneys helping them on the financial and tax aspects of cases, such
as divorce, business dissolution, fraud issues, internal controls, etc.
- Fraud Detection
Jerry can help review your internal controls, suggest steps to take to
stop the fraudster and assist with methods of fraud control.
Annual Tax Assistance (ATA): An annual required service that is
part of the tax preparation work. It allows you for a small additional fee
to email or phone Jerry with simple questions that do not involve research or
planning on an unlimited basis until April 15 of the following year.
Tax Audit Assistance (TAA): This is an optional service and fee
that clients can take each year as long as they remain a client and take it each
year in which Jerry will represent you up to the appeals process at no
additional fee. It expires annually on April 15 of the following year and
must be renewed to stay available.
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