Serl & Keefer offers a full range of assurance, accounting and tax services.
our services

ASSURANCE SERVICES

  • Financial Statements
    • Audit
    • Review
    • Compilation
    • Agreed upon procedures
       
  • Forecasts and projections
    • Examination
    • Compilation
    • Assembly
       
  • Attestation engagements
    • Examination
    • Review
    • Agreed upon procedures

ACCOUNTING SERVICES

  • Monthly/quarterly processing of financial information
  • Payroll preparation, tax reporting and recordkeeping
  • Start-up assistance and accounting systems development
  • Bookkeeping assistance/training and overload services
  • Trust accounting services
  • Personal recordkeeping and budgeting
  • Business plan development

TAX SERVICES

  • Business tax consulting
  • Individual tax services
  • State and local tax services
  • Compliance services

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