Services
So why should you use Richard E. Fagan, CPA?
Richard E. Fagan, CPA offers something that many accountants in the industry can claim, and few deliver. His personal and undivided support and attention to your needs. It is our goal to serve each client of our firm as though they are the only client. We do this through constant communication, curiosity about our clients' affairs and having an open door and ear to function as your financial partner.
Chances are your current CPA offers you one service. He prepares your return each year. And most likely he has been doing your return for many years now. The problem is there are other considerations that are never examined. Future needs and concerns exist that everyone should look at in order to make sure the best is being provided for their family or their business down the road. We can help you identify these issues and plan for them without adding substantial cost or effort on your part. We consider this to be the bottom line of our service.
The list below only scratches the surface of what we offer our clients at Richard E. Fagan, CPA. If you would like to schedule a personal consultation please contact us at your convenience. It would be our honor and privilege to serve as your personal and business accountants.
List of Services
TAX SERVICES
Complete Tax Planning ServicesIndividuals & Businesses
Estates & Trusts
Real Estate Exchanges (1031s)
Business Succession Planning
Coordination with other Advisors
Stock Brokers/Financial Planners
Insurance Advisors & Banks
Estate Attorneys
Tax Preparation Services
Individual & Business Returns
Estate & Trust Returns
Amended & Prior Year Returns
CONSULTING SERVICES
Achieving Maximum Success &Profitability in Your Business
Computer Hardware &
Software Selection & Use
Equipment Purchases & Sales
Lease/Buy Decisions
Business Expansion
Projections, Budgets & Goals
Accounting Personnel Training
Divorce Tax Planning
Business Sales & Acquisitions
Inventory Control Systems
ACCOUNTING SERVICES
Financial Statement PreparationMonthly, Quarterly & Annual
Full Service Bookkeeping
Track & Maintain Accounts Payable
Track & Maintain Accounts Receivable
Develop Sound Accounting Procedures
Accounting System Design
Report Design & Development
Quarterly & Annual Return Preparation
Sales Tax Returns
Payroll Tax Returns & W-2s
Property Tax Statement
1099 Preparation
Budget Development
QUICKBOOKS SERVICES
QuickBooks Analysis & Review
50 Point Checkup
Accounting System Design
New Company Setup & Training
Point-of-Sale Setup & Training
Complete On-Line Accounting Setup,
Hosting & Training
Classes & Seminars
In-Office Training
Blocks of Pre-Paid Consulting