Services

Taxes

 

Froelich, CPAs, LLC provides tax services in the following areas:

 

  • Preparation of tax returns:

    • Corporations (C and S) and LLCs

    • Individuals

    • Partnerships

    • Retirement Plans (5500s)

  • Trusts, Estates & Gift

  • Tax Projections and Estimates

  • IRS Examination Support

  • Tax Planning:

    • Choice of Entity upon Business Formation

    • Change in Entity of an Ongoing Business

    • Stock Option Exercise Issues & Timing

    • Transaction Planning & Structuring

  • Multi-State Compliance & Planning

  • Executive Tax Issues

  • Retirement Tax Planning

  • Financial Statement Preparation

Our firm provides services for many start-up, high-tech, family owned and other closely held companies. Many of our business clients are structured as flow-through entities where we work to maximize the tax savings in the interplay between business and individual owners’ federal and state taxation.

 

We also provide services to many individuals who just need their individual tax returns prepared annually and who might otherwise periodically have estimated tax issues they need help with during the year.

Financial Consulting Services

 

  • Grant Accounting Guidance/Grant pre-Audit Assistance

  • Accounting System Selection Assistance

  • Initial Accounting System Set-up

  • Accounting  & Bookkeeper Oversight

  • Financial Forecasting & Modeling

  • Cash Flow Projection Preparation and Review

Many of our clients are high-tech companies who have benefited from NIH/SBIR funding. We have guided many of those clients through the maze of federal regulations and have lended assistance to some of them in terms of pre-audit planning and preparation and interfacing with the federal or outside independent auditors.

 

Other business clients have needed assistance with bank loan applications and the accompanying supporting information that is critical to the approval process. At other times our client involvement is to provide oversight to in-house personnel and to act as a sounding board to owners and management.