Corporate and Personal Tax Returns, Review and Audit
Proactive Advice and Business Strategies
In addition to completing tax returns and reviewed or audited financial statements, we can recommend a plan of proactive strategies for maximizing a company’s profit potential and business valuation. We’re available throughout the year to advise our clients with unlimited phone calls and meetings. We want our clients to feel comfortable contacting us at any time to discuss their concerns or ideas. This is the added-value that Peckham & Eidlin provides.
Advisory Team
If a client is satisfied with their current CPA and wants them to continue to do their compliance work, we’ll coordinate with them to get the financial information we need to provide business advisory services. If other trusted professionals are needed to round out a total advisory team, we’ll leverage our extensive network of advisors in other disciplines to be sure our clients have the most capable team working on their behalf.
Complimentary Consultation
At Peckham & Eidlin, we will meet with potential clients for a complimentary initial consultation.
During the consultation, we will discuss goals for your business, your personal financial situation, and what we can do to assist you.
Financial Projections
Once retained, we will provide a complimentary five-year financial “look back” and a five-year projection, assuming the information is available. This analysis helps our clients, and us, to better understand their businesses.Fixed Fee Option
At Peckham & Eidlin, we offer a choice of business advisory service options to fit our clients’ budgets and business goals.
Wherever possible, we charge a fixed fee for both the compliance and business advisory work we perform so that our clients can anticipate the overall fee for the year. They choose the options that fit their compliance and business advisory needs, and decide how they want to pay for their services. Many clients choose to pay the total annual fee in monthly installments. For additional work requested outside of the fixed fee agreement, we’ll discuss the additional cost before completing the work.