Services Expertise. Peace of mind. Courtesy of Burkhart, Pizzanelli, P.C.. Accurate, timely accounting information is vital for any successful business. Our experienced, 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 Burkhart, Pizzanelli, P.C. clients: Accounting, Auditing and Finance Related Services Tax Planning and Return Preparation Services Retirement Plan Administration Consulting Services Accounting, Auditing and Finance Related Services You need organized financial information to make important business decisions that affect your continued operations. We are here to assist you with your financial reporting needs and obligations. Whether you require financial statements, bookkeeping services or more. We can organize your information into a form that suits your needs. Our accounting, auditing and finance related services include: Financial Report Services Audits Reviews Compilations Special Projects Financial Statement Analysis and Accounting Advice Forecasts and Projections Accounting System Design, Set-Up and Consultations Bookkeeping "Write-Up" Services Monthly or Other Periodic Posting of General Ledger Bank Account Reconciliations Depreciation Schedule Maintenance Payroll Record keeping Accounting for Investments

Tax Planning and 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, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership. But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities. We provide a full range of tax services including: Tax Return Preparation Tax Audit Representation Individual Federal Partnership State Corporation (S and C) Local Trust Litigation Support Estate State Tax Issues Not-for-Profit Sales Tax Gift Use Tax Payroll Meals Tax Miscellaneous Unemployment Tax Tax Planning and Consulting Excise Tax Individual Franchise Tax Partnership Entity Registrations Corporation (S and C) Multi-State Nexus Issues with All Required Authorities Trust Federal Estate State Gift Tax Local Retirement Planning Electronic Filing of Returns     Retirement Plan Administration Aside from salaries, few employee benefits are as important as a retirement plan for attracting and retaining employees. We use a full service approach to assist employers in all matters relating to qualified retirement plans. We provide all services necessary for the design, implementation, and ongoing administration of 401(k), 403(b), Profit Sharing and Money Purchase Plans. Our goal is to operate your plan in a manner that complies with all regulatory requirements and to communicate the complex regulatory environment in a manner that is easily understood by you. The result is a benefit plan that meets the employer's objectives, operates on a cost and tax-efficient basis, and contributes to your business' success. Initial client meeting is without obligation. Here are just some of the services Burkhart, Pizzanelli, P.C. can offer to make your plan successful. Plan design Preparation of plan and trust documents Summary plan descriptions Year end work including  Calculation and allocation of plan contributions Trust accounting  Valuation report IRS and DOR filings Employee benefit statements  Recordkeeping Communication to plan participants Employee meetings Cross testing, new comparability and age-weighted allocations 401(k) discrimination testing Distribution processing Loan processing Compliance monitoring Plan terminations Plan audit representation

Consulting Services Business and personal circumstances can change from day to day. We can aid your company in making an informed decision to keep your business on track, running effectively and efficiently. We also believe that meeting personal goals rarely happens by chance. We can give you the support and guidance necessary to achieve your long or short term financial goals. Our consulting services include: Business and Strategic Planning Financial Planning Preparation of Loan Request Documents Retirement SBA Loans College Asset Based Financing Lease vs. Buy Analysis Lines of Credit Mergers and Acquisitions Term Loans Sales, Divestitures and Dissolutions Real Estate Financing Buy-Sell Agreements Equipment Financing Succession Plans Other General Accounting Consultations Compensation Agreements and Formulas