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
• AccountingCS Client Access
• Payroll Services