Services

 

Services

When it comes to accounting, tax preparation, financial reporting, payroll and business advisory services, Plate & Company has the talent and resources to get the job done right. We offer a comprehensive suite of services tailored to your individual needs.

Planning and Consulting Services for
Corporations and Business Owners

  • Entity Selection/Formation
  • Compensation/Benefit
  • Sales, Mergers, Acquisitions
  • Cost/Depreciation
  • Business Tax Credit
  • Succession Strategies
  • Retirement – IRA, 401k and Profit Sharing Plans
  • College Funding/Financial Aid
  • Estate/Trust

Tax and Financial Reporting Preparation

  • Regular and S Corporation Tax Returns
  • Partnership (LLC, LLP) Tax Returns
  • Individual Returns
  • Trust Returns
  • Financial Statements

Accounting and Administrative
Consulting Services

  • Systems Development
  • Certified QuickBooks Advisor
  • Client Bookkeeping System (CBS)
  • Payroll via Paychex®