Anquillare, Ruocco, Traester and Company

                                         Certified Public Accountants and Consultants

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Advisory Services

 

Accounting & auditing advisory services

  • Internal control evaluations

  • Agreed upon procedures

  • Forensic audits

  • Expert witness

  • Personal financial statements

  • Trend reports

  • Systems design

  • Grant accounting

  • Consultations


Tax advisory services

  • Tax planning

  • Estate planning (estate planning checklist)

  • Audit representation

  • Benefit plans

  • Employee Stock Ownership Plans (ESOPS)

  • Nonprofit compliance

  • Retirement plan design

  • Research

  • Tax projections

  • Strategic planning

  • Applications for exempt status

 


 

 

Business advisory services

  • Information systems

  • Budgeting

  • Health savings account (click for more information)

  • Forecasting

  • Strategic planning

  • Organizational management

  • Contract review

  • Benchmarking

  • Financing

  • Buy/sell arrangements

  • Real estate development

  • Personnel evaluations

  • Mergers and acquisitions

  • Business dispositions

  • Succession planning

  • Internal auditing

  • Revenue maximization

  • Wealth preservation

 


 


Always current
In today's business environment one must stay on top of new development.
 

 
Always learning

Every business day and even a few non-business days we stay abreast of new trends and  techniques.
 

 
Always thinking

We constantly look for the better and more creative solution.