Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

 


Accounting Services

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information in them. The financial statements produced can be a useful tool for management in making financial decisions.

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Consulting Services

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Business Consulting

Whether you are currently in business, starting a new business, or purchasing an existing business, we can assist you in the decision making process. We can advise you as to the type of business structure you should consider and it's tax and legal ramifications. We would welcome the opportunity to discuss with you your current and future business needs.

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Miscellaneous

QuickBooks Installation/Conversion

We are participants in the QuickBooks advisory program and have a CPA and several accounting staff that are Certified QuickBooks Advisors and are available to help you! We can assist you with the selection of the right QuickBooks software. We can assist with proper installation and set up of the QuickBooks program and provide assistance once you are using the program. We can assess the “health” of your data on a quarterly or annual basis and assist with developing best practices for managing your data file.

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Income Tax Preparation - Personal, Trusts, Business and Not For Profit

In addition to tax preparation services offered, we provide income tax planning and research for individuals & businesses. We also prepare franchise and sales tax reports. Shost & Co. can assist with personal property tax renditions and can appeal your business personal property tax valuation.

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Representation before the IRS

We can advise you regarding notices received from the IRS and how to proceed, and/or provide assistance in writing to or appearing before the IRS as your representative. The staff at Shost & Co. deal with tax authorities at many different levels, local, state and federal throughout the year. Our experience ensures our clients they are being represented properly in any tax matter.

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