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Professionals

Whether you’re seeking traditional accounting, audit and consulting services, or business insights that go beyond the routine, Bland Garvey is your ally for knowledgeable, accurate assessment and reporting of your firm’s (or your clients’) assets and operations. Are there Freeport tax savings falling through the cracks in your system? Who does your Family Limited Partnership valuation? Do you need a timely expert or outside report analysis for trial and/or mediation? Are you seeking assistance with partners’ personal wealth and retirement plan assets? Bland Garvey offers these services and more to help your firm thrive.

WHO WE SERVE

  • Lawyers
  • Insurance Brokers
  • Real Estate Professionals
  • Engineers
  • Architects

WHAT WE DO FOR YOU

Accounting

  • Financial statements
  • Payroll

 

Tax

  • Quarterly and annual tax returns
  • Tax reduction strategies
  • Balance sheet planning

 

Audit

  • Financial statement audits, review and compilation
  • Employee benefit plan audits
  • Internal control reviews
  • Agreed-upon procedures

 

Retirement plans & pensions

  • Plan setup and design
  • Plan testing
  • Filing Form 5500 Series
  • Plan documentation
  • 401(k) plans offered with highest 3(38) level of investment fiduciary management

 

 Mergers & acquisitions

  • Preparation prior to sale
  • Testing cash flow of agreement
  • Tax implications

 

Business personal property tax

  • Freeport optimization (through balance sheet inventory and fixed asset list reviews)
  • Other cost-saving opportunities

 

Wealth Management

  • Clear processes; evidence-based strategy; and client-centric implementation for accumulating and sustaining personal wealth

©2022 Bland Garvey CPA