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Client Services

West Morris Welsh CPA's PC offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

Accounting Services

Financial statements

We can prepare compiled financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.

Accounting services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services

Cash flow & budgeting analysis

A business can be profitable and still have cash flow issues. We can evaluate your company's financial condition, assist with budget preparation, estimate financing requirements, and track cash flow sources and uses.

Tax Services

Tax preparation & planning

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • - Individuals - Corporations - Partnerships - LLCs/LLPs - Trusts
  • Taxing authority representation
  • Tax effects of buying/selling a business

Payroll services

We can assist you in managing your payroll process. Our firm can prepare all necessary payroll tax returns.

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