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The following is a partial list of services available from Carolan & Associates, P.C. We hope to better meet your expectations of service from our firm by clearly identifying the particular services to be provided and their frequency. BookkeepingRecord journals Post general ledger Post other ledgers (specify) Reconcile bank statement Prepare W-2s Other bookkeeping services (specify) ____________________________________ ____________________________________ Financial StatementsCompiled Financial StatementsBalance sheet Statement of cash flows Statement of income and retained earnings Notes Supplementary information Reviewed Financial StatementsBalance sheet Statement of income and retained earnings Notes Supplementary information Special statements (specify) ____________________________________ ____________________________________ Tax ServicesFederal income tax return State income tax return State franchise report Other state returns (specify) Personal Property Tax Return Tax planning or consultations Other Tax services (specify) ____________________________________ ____________________________________ Other Services Retirement Planning Management consulting (as required) Investment consultation Set up or revise accounting systems Accounting assistance Prospective financial Personal financial statements for owners and employees Personal financial planning Other services (specify) ____________________________________ ____________________________________ If, for any reason, we are unable to complete the compilation of your financial statements, we will not issue a report on such statements as a result of this engagement. None of the services can be relied on to detect errors, irregularities, or illegal acts that may exist. However, we will inform you of any material errors that come to our attention and any irregularities or illegal acts that come to our attention, unless they are clearly inconsequential.
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Send mail to
ECCarolan@hotmail.com with
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