At The McMillen Company, P.C. we offer a wide variety of services pertinent to the needs of individuals and businesses of all types. Our firm is small enough to understand your small business needs and issues, but capable with enough resources to benefit you. A significant investment in computerized tax preparation and research software assists us in being efficient and up to date with new laws and regulations. When you make the decision to partner with us, you will be receiving personalized attention and service from one or more of our professionals.
Tax planning is an essential part of your overall tax assistance needs. Every client is uniquely different and we can assist with timely strategies to design an optimal solution for your tax situation. By utilizing our experience and resources, we can help make sure you are taking advantage of opportunities and not paying more than your fair share of income tax.
Tax preparation coincides with executing the overall tax plan designed for you. We will accurately prepare your return with the goal of minimizing your tax liability while keeping you compliant with applicable rules and regulations.
With our combined years of collective experience, we are able to assist our clients with representation for both federal and state agencies.
We are able to consult with you on a variety of payroll matters and assist you with implementing a payroll system that suits your business needs. Our professionals can help you determine if it’s more cost effective to conduct payroll yourself or to outsource your payroll functions.
Sales Tax Services
We are able to offer assistance with your sales tax filing requirements.
The cornerstone to any successful business is greatly determined on how well-organized and efficient the records for day-to-day operations are kept. Our qualified team provides a wide range of bookkeeping services including data entry, bank reconciliation, Quickbooks, Quickbooks Online, general ledger analytics, and assistance with month-end and year-end transactions.
Attestation and Assurance Services
We provide a broad range of attestation and assurance services, including financial statement audits, retirement plan audits, financial statement reviews and compilation services, based on your requirements or needs. We can also provide reporting using specific industry regulations and formats not covered by generally accepted accounting principles.
Financial Statement Preparation
Financial statements can be required for lenders, investors, or banks seeking information before making decisions. They can also be critical for management to monitor business throughout the year. We can assist with financial statement preparation for these needs.
Business Entity Selection
As with most business start-ups, you are probably unsure what entity form to use to classify your business regarding the company’s tax returns. We can evaluate and weigh the options that best fit your company.
Business Succession Planning
Passing the torch of your business operations to your successors is a very important consideration. We want to make sure your company continues its success throughout this process and can help develop a sound strategic plan in conjunction with the rest of your succession planning team.
Estate planning is also an area we can assist you with. When applicable, we can help you achieve a tax efficient estate plan. We are also experienced at preparing various trust and estate income tax returns that arise in connection with estate planning services.