Anquillare, Ruocco, Traester and Company

                                         Certified Public Accountants and Consultants

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Advisory services

 


Accounting and 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 (click for estate planning checklist)
Audit representation
Benefit plans
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.