Karpinski, Berry, Adler & Company, PLC

Certified Public Accountants and Consultants

Phoenix, Arizona

Member "Business Advisory Services" Organization

602-244-8411

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Service Descriptions:
Service Groups

Business Financial Statement Preparation

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.

  • General ledger and financial statement preparation
  • Compiled and reviewed financial statement preparation

Business Tax Return Preparation

Tax planning and preparation form a winning combination for our successful business clients. Whether you are a multi-tiered partnership or corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Personal Tax Return Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership or corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Preparation of Personal Financial Statements

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 are the key to personal financial success.

  • Personal financial statement preparation
  • Financial and retirement decisions

Business Planning

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. The following is just a few of the areas in which we provide consulting services:

  • Type of entity selection
  • Buying/selling a business
  • Financial and retirement decisions
  • Estate, trust and gift planning

Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.

Mergers and Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. We are also Certified Quickbooks Advisors.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Cash Flow and Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Estate Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets, For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Asset protection
  • Investment review
  • Bankruptcies
  • Litigation support
  • Employee benefit plans