JERRY T LAI, CPA, MBA

An Accountancy Corporation

 

Services

Accounting Services

  • Monthly Write-Up Services – General Ledger Accounting
  • Complete Payroll Services
  • In-house Accounting Assistance
  • Financial Ratios
  • Cash Flow and Budget Analysis
  • Audited and Reviewed Financial Statements 
  • Computer Software Applications
  • QuickBooks & Peachtree Installation and Training

Tax Services

  • Tax Return Preparation – Income – Estate – Fiduciary
  • Income Tax Planning
  • Estate and Gift Tax Planning
  • Representation at Tax Examinations
  • Filing of Back Taxes

Planning and Management Advisory Services

  • Formation of a New Business Enterprise
  • Short and Long-Range Business Plans
  • Financial Services
  • Personal Financial Planning
  • Internal Control Studies
  • Interpretation of Financial Statements
  • Business Valuations
  • Stock Redemptions – Buy/Sell Agreements, Mergers, Liquidations, Reorganizations
  • Website Builder