Expertise and peace of mind – Courtesy of Stulb & Associates, APAC.

Accurate, timely accounting information is vital for any successful business. Our experienced and knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.

Here are just some of the specialized services available to Stulb & Associates clients:

Tax Planning & Return Preparation Services

We view our relationships with our clients as ongoing partnerships and we pledge to provide you with quality, up-to-date tax return preparation and advice.  Regardless of your filing needs, your account is important to us.  We will consider all areas of your situation and offer advice related to business, personal, and estate tax planning.

  • Tax Return Preparation
  • Business & Personal Tax Planning
  • Multi-State Tax Service
  • Representation Before Tax Agencies
  • Estates, Gifts & Trust
  • Non-Profit Organizations

Financial Reporting & Auditing

Financial statements serve as the basis for business decisions, measuring performance, loan/funding rationale, and determining values.  Third parties who rely on your financial statements often require an audit for assurance.  We have expertise in audits of closely-held businesses, non-profit organizations, governmental entities, and employee benefit plans.

  • Audit
  • Review
  • Compilation
  • Forecast & Projections
  • Agreed Upon Procedures

Client Accounting Services

We provide all levels of accounting and software support.  For those who have an accounting staff, we provide month-end or year-end accounting services.  For others, we are the accounting staff and perform day to day as well as month-end services.  Whether you are down the street or in another state, with today’s technology we are able to fulfill your accounting needs from our office.

  • General Ledger & Financial Statement Preparation
  • Bookkeeping – Including Invoicing & Bill Paying
  • Accounting System Setup & Support
  • Payroll Services
  • Sales & Use Tax Compliance
  • Unclaimed Property Reporting
  • Representation Before Tax Agencies

Consulting Services

We are here for all your business needs.  We work with a network of consultants and, if needed, can put together a team of experts designed for your situation.

Start-up Assistance

  • Entity Selection
  • Software Selection & Implementation
  • Initial Tax Filings
  • Accounting System Setup & Support

Financing Services

  • Loan Applications
  • Lease / Buy Analysis

Business Valuation Services

In many cases it is important to know what your business is worth. We’re here to guide you through what can be a difficult process with a comprehensive analysis that will help you make informed decisions.

  • Acquisition / Sale of a Business
  • Partnership or Shareholder Agreements / Litigation
  • Marital Dissolution
  • Estate & Gift Tax Planning
  • Business Interruption Claims

Forensic Accounting Services

  • Errors & Omissions Claims
  • Detection of Fraud & Embezzlement

Litigation Consulting

  • Expert Analysis & Report Preparation
  • Deposition Testimony
  • Trial Testimony
  • Mediation or Arbitration

Class Action Consulting

As the court appointed disbursing agent (CADA) for class action lawsuits, we have disbursed settlement funds to more than 40,000 claimants totaling $50 million.

  • Claims Office Setup & Supervision
  • Database Design for Claims & Disbursements
  • Allocation of Settlement Proceeds
  • Notice & Mailing Services
  • Claimant Disbursements (Face-to-Face & via Mail)
  • Reporting to Courts, Attorneys, Banks & Others
  • Accounting for Settlement Funds & Expenses
  • Issuing Payments to Attorneys, Lien Holders, Experts, and Others
  • Tracking & Reporting Reserves Established
  • Preparation of Fund Tax Returns

© 2014 Stulb & Associates. All rights reserved.