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For your business to succeed, you need audits, tax planning, and other accounting services that are accurate, on time, and from a partner you can trust. Deemer Dana & Froehle LLP provides businesses large and small with a wide range of accounting services.

Annual Business Planning:

  • Development, implementation, and communication of the annual operating and financial plan

Assurance & Advisory – Audit Services:

  • Architecture/Engineering/Construction:
    • Financial statement audits/compilations/reviews
    • FAR overhead audits/compilations
  • Educational Services:
    • Financial aid student audits for Title IV compliance
    • Financial statement audits
    • Third party servicer
  • Employee Benefit Plan Audits:
    • Qualified plan audits
      • Defined contribution plans
      • Defined benefit plans
      • Health and welfare plans
      • Multi-employer plans
      • Multiple-employer plans
    • ERISA Reporting and Disclosure
      • Financial statements
      • Footnotes
      • Supplemental schedules
    • Review and/or preparation of IRS Form 5500

Business Financing Services:

  • Assessment and planning of financing options for business development and growth opportunities, including:
    • Pursuit of private and public placements
    • Venture capital
    • Mezzanine debt
    • Merger and acquisition

Business Valuation:

  • Expert witness in accounting, valuation and taxation
  • Marital dissolution
  • Disruption of a business
  • Buy/sell agreements
  • Gift and estate taxes
  • Purchase/sale of business

Core Tax Planning:

  • Personal and business tax planning strategies including:
    • Entity tax planning
    • Related party tax planning
    • Transactional tax planning
    • Cost segregation study

Educational Services Specific:

  • 90/10 consultation
  • Guidance for program reviews and file reviews
  • Pre-audit review
  • Internal control evaluations

Financial Projections and Modeling:

  • Financial projections to assist in decision-making

Litigation Support Services:

  • Expert testimony
  • Financial investigations and analysis
  • Document management
  • Economic damages

Merger and Acquisition Support:

  • Business acquisition and divestiture activities, including:
    • Development of a profile to target a business acquisition
    • Financial analysis to support decision making to spin off a portion of the business or to sell the entire business
    • Assistance in identifying target buyers or sellers.
    • Due diligence
    • Transactions negotiation
    • Merger integration

Seminars and Training:

  • Student financial aid audit seminars
  • FAR overhead audit presentations
  • Business valuation and tax consulting courses

Small Business Services (Architectural/Engineering/Construction):

  • Monthly bookkeeping and financial statement preparation
  • Accounting assistance in monthly and year-end closing
  • Compilation of annual financial statement
  • Maintenance of depreciation record
  • Bank reconciliations
  • Payroll processing, including direct deposit services
  • State and federal payroll tax quarterly and year-end reporting and W-2 preparation
  • Monthly sales tax reporting
  • Personal property tax reporting
  • Implementation, training, and support for QuickBooks including the services of Certified QuickBooks® ProAdvisors

State and Local Tax Compliance and Planning:

  • State and local tax compliance and planning matters, including multi-state taxation and sales and use tax matters

Tax Authority Representation Services:

  • Negotiations with federal, state, and local tax authorities, including representing clients before the IRS

Tax Consulting:

  • Change in accounting methods
  • Choice of entity
  • Transaction analysis

Tax Compliance:

  • Preparation of personal and business income tax returns and other informational tax forms

Tax Planning:

  • Personal and business tax planning strategies to maximize the after-tax return or benefits to enhance shareholder value and personal wealth