Pelfrey & Company, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Pelfrey & Company, Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Accounting and Auditing Services

We offer a complete range of accounting and auditing services backed by more than 40 years experience. Here are just a few of our services in this area:

• Computer-generated financial reports including balance sheet, income statement and detailed general ledger
• Computerized payroll record keeping and payroll tax returns
• Bank reconciliations
• Preparation of budgets and operating profit and loss analysis
Complete audit or review of financial statements
• Internal control systems analysis to maximize safeguarding of assets and minimize cost
• Cash and debit management
• Sales tax compliance
• Financial and capital expenditure studies

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Tax Services

• Business and personal income tax planning and preparation
• Tax planning for self-employed individuals, including record keeping requirements and self-employed retirement plans
• Internal Revenue Service audits and federal, state and local tax problems involving compliance and collection
• Complete tax filings for partnerships, trusts and fiduciaries
• Preparation of federal estate and gift tax returns
• Estate and income tax planning for individuals and owners of family-owned businesses

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Consulting & Computer Services

• General advisory services in the start up or purchase of a new business
• Accounting system design and installation including inventory, accounts payable, payroll, order entry and billing systems
• Corporate planning and compliance in contemplation of dissolution or bankruptcy
• Profit-sharing and pension planning
• Retirement planning
• Personal financial planning
• Litigation support services
• Computer hardware and software acquisition and evaluation services
• Assistance in conversion from manual to computer hardware and software
• QuickBooks Pro Advisory services

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