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Pelfrey & Company, CPAs, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Pelfrey & Company, CPAs, 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

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

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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