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Services You Can Count On
Our team at Beals, Caruana & McVety, PC is committed to ensuring you are on the right path towards financial stability. We want to ensure you are gathering your accounting details at the proper level to allow you to analyze your results and make meaningful decisions about your company’s direction. We also want to plan to minimize your taxes and preserve your wealth.
Our tax preparers, Certified Public Accountants, and financial consultants provide tax preparation, accounting, bookkeeping, and more. We primarily serve the Metro Detroit area with prompt and deliver reliable business and individual tax services.
Tax & Accounting
We believe in proactive year-end planning for business and individuals to bring about optimal results.
Tax Services & Preparation
Our wide variety of tax services are available for individuals and businesses. We have a highly qualified and professional team that uses its knowledge and tools to deliver reliable business and individual tax services. Our team can handle complex situations and simple ones. We will save you time and frustration with our service.
Allow us to help you with these tax preparation services:
- Corporations
- S Corporations
- Partnerships
- Limited Liability Companies
- Individuals
- Trust
- Estates
- Employee Benefit Plans
- Not-For-Profit
- Quarterly and annual payroll returns
- Personal property tax statements
- Federal excise tax returns
Consulting Services
- Assist with bank financing
- Compensation/Bonus formulas
- Cash management and planning
- Consultation and resolution of tax issues
- Strategic business planning
- Management and operation review
- Cost segregation studies
- Tax credits
Accounting Services
When it comes to your accounting needs, you can rely on our dependable team to help. We are proud to serve businesses and individuals with various financial services. Our goal is to help you focus on operating your business while we handle the mundane finances. As a local accounting firm, we have professionals ready to provide thorough, precise accounting services. Allow us to increase productivity and help you reach your goals. Our accounting services include:
- Auditing
- Reviews
- Compilations
- Bookkeeping/Write-Up
- Employee benefit plans
- Preparation of budgets and forecasts
- Personal financial statements
Seeking Accounting Assistance? Call 248-251-1050 Now!
Representation Before Tax Authorities
Taxes can be complicated and easily mistaken if not handled carefully. Our experts can help you sift through any tax problem and handle situations with tax authorities. Whether you are having tax problems or need tax representation, our team can help you resolve any tax issue as soon as possible. Our techniques and services are efficient in getting you the results you desire. Trust our highly skilled professionals to get the job done.
Call 248-251-1050 For Financial Assistance Today!
Bookkeeping
- Recording daily business activity
- Preparing bank reconciliations of all cash accounts
- Recording and reconciling accounts receivable and preparing invoices
- Recording and reconciling accounts payable and paying bills
- Inputting other non-routine transactions and journal entries
- Reconciling credit card activity
- Recording payroll entries
- Reconciling other balance sheet and income statement accounts
- Providing interim bookkeeper/accountant replacement full services
Charter Schools
- Accounting and Bookkeeping
- Maintain General Ledger
- Prepare Required Journal Entries
- Accounts Receivable/Payable Management
- Bank Account Reconciliations/Cash Management
- Financial Statement Preparation/Analysis
- Monthly/Quarterly
- Financial Audit Preparation
- Budget Preparation and Analysis
- Federal/State Grant Management
- Budget Analysis
- Draw Down/Reimbursement Requests
- Maintain Supporting Documents
- Final Expenditure Reporting
- Audit Preparation
- Annual Report Filings
- FID Submission
- Final Expenditure Reporting
- SE-4094 Transportation Expenditures
- SE-4094 Special Education Actual Cost Report
- Update/Maintain Transparency Reporting
- Board/Committee Meeting Attendance/Presentations
- Consulting Services
Wealth Management Strategies
Wealth management strategies include:
- Financial Needs Analysis
- Funding Your Children’s Education
- Disability Income Insurance
- Reviewing Investment Strategies/goals
- Key Person Insurance
- Business Succession Planning
- Long-Term Care Insurance
- Retirement Income Management
- Pension or Qualified Plan Distributions
- Estate Preservation
- Tax-Deferred Annuities
- IRA Investments
- 401(k) Plans
- Life Insurance
Seeking Accounting Assistance?
Beals, Caruana & Company, PC
707 E Maple Rd #100
Troy, MI 48083
Monday - Friday: 8:00 AM - 5:00 PM
Tax Season Hours:
Jan–April 18:
Monday - Thursday: 8:00 AM - 7:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: 9:00 AM - 3:00 PM