Our staff of accounting professionals eliminates your worries concerning corporate tax compliance, financial accuracy, and regulatory governance. We assist businesses at every stage—from initial entity selection and startup forecasting to complex multi-state corporate compliance and business valuations.
Core Business Practice Deliverables:
- Business Tax Return Preparation (1120, 1120-S, 1065)
- Payroll Tax Reporting & Depository Compliance
- Financial Statement Preparation
- Compilation, Review, and Audit Services
- Business Valuation & Capital Structure Review
- Mergers, Acquisitions and Dispositions (M&A)
- Entity Startups and Business Plans
- Entity Organization Structure Optimization
- Business Formation (Incorporation & LLC Formation)
- S Corporation Election Filings (Form 2553)
- Accounting Software Selection and Implementation
- Pension and Profit Sharing Plans Advisory
- Business Expansion Strategies & Projections/Budgets
In recent years, tax laws have become increasingly complex. The need for expert tax advice has expanded with every legislative modification. At Boyer & Boyer, we evaluate your personal circumstances and craft planning strategies that positively shape your future tax posture. Because your tax return reflects your personal life milestones, we conduct periodic reviews to prepare for retirement, college funding, and home acquisitions.
Individual Services Deliverables:
- Federal Income Tax Preparation (Form 1040 / 1040-SR)
- Multi-State Returns & Non-Resident Filings
- Secure IRS Electronic Filing (e-File)
- Estates & Trusts Tax Preparation (Form 1041 / 706)
- Gift Tax Return Filings (Form 709)
- Personal Financial & Wealth Preservation Planning
- Tax Problem Resolution & IRS Representation
- Quarterly Estimated Tax Calculation (Form 1040-ES)
As certified tax professionals, we gather a deep knowledge of our clients that enables us to assemble a comprehensive, proactive financial roadmap. Effective tax planning is far more than simply filing each year's return. Wise families and smart business owners know that nearly every financial transaction carries tax implications. We initiate year-round dialogue to maximize tax efficiencies and preserve your capital.
Proactive Tax Planning Disciplines:
- Multi-Year Tax Projections & Modeling
- Proactive Year-End Tax Minimization Planning
- Entity Formation & Restructuring Advisory
- Tax Strategies for Portfolios & Capital Gains
- Real Estate Acquisitions, Dispositions & Cost Segregation
- Tax Deferral via IRC ยง 1031 Like-Kind Exchanges
- Estate, Gift, and Generation-Skipping Transfer Planning
- Business Succession & Ownership Transition Strategies
- Higher Education Funding & 529 Plan Strategies
A not-for-profit organization's ability to fulfill its mission depends upon securing the right balance of funding, philanthropic contributions, and operational diligence. Our specialized non-profit accountants are thoroughly versed in the unique tax laws and complex reporting mandates governing tax-exempt entities. We provide sound guidance to ensure your organization thrives while remaining fully compliant with state and federal authorities.
Non-Profit Accounting Capabilities:
- Organization Formation & By-Law Structuring
- Application for Tax Exempt Status (IRS Form 1023 / 1024)
- Preservation of 501(c)(3) Tax-Exempt Status
- Financial Statement Preparation for Board & Donors
- Grant-Seeking Proposal Financial Review & Consultation
- Gift Acceptance Policies & Donor Substantiation
- Internal Financial Reporting & Fund Accounting
- IRS Form 990, 990-EZ & 990-PF Informational Return Preparation
- General Ledger Maintenance, Bookkeeping & Payroll
- Internal Control Evaluations & Fraud Prevention
- Specialized Non-Profit Software Selection & Staff Training
Financial Management Services is a value-added service offered by Boyer & Boyer that delivers full-charge bookkeeping and ledger maintenance tailored to your business needs and operational budget. Accurate and organized financial records ensure efficient daily operations and form the foundation of sustainable commercial profitability.
Typical Bookkeeping Scope:
- Checking Account Reconciliation
- Accounts Receivable (AR) Management
- Accounts Payable (AP) Scheduling & Reconciliation
- Payroll Entry & Ledger Posting
- Note Payable & Credit Card Reconciliations
- Depreciation & Amortization Journal Entries
- General Journal Adjusting Entries
Flexible Delivery Modes:
- Remote Access: Real-time access via private, encrypted client web portals.
- On-Site: Directly at your physical place of business.
- Firm-Based: Data maintenance performed at our Wilmington or Middletown offices using verified backup procedures.
We focus on establishing close client advisory relationships that generate long-term corporate value. This encompasses verifying the solidity of financial records, evaluating internal controls, and implementing strategies that meet the myriad challenges of modern business operations. Clients benefit from objective analysis to control costs, optimize productivity, and capitalize on changes in accounting standards and tax codes.
Advisory & Assurance Services Include:
- Financial Audits, Reviews, and Compilations
- Entity Selection & Operational Restructuring
- Business Formation & Growth Strategies
- Training & Oversight of Client Accounting Staff
- Executive & Officer Compensation/Benefit Planning
- Mergers, Acquisitions & Transaction Structuring
- Certified Business Valuations
- Buy-Sell Agreement Negotiation Advisory
- Strategic Expansion Forecasting & Budgets
- Debt Advisory & Commercial Loan Assistance
- Entity Dissolution & Winding-Down Compliance
- Comprehensive Business Succession Planning
As financial software and business technologies advance, commercial entities must continuously modernize their systems. Boyer & Boyer CPA analyzes your IT infrastructure, assesses upgrade requirements, and guides the rollout of modern software, point-of-sale solutions, and network controls. We help businesses leverage technology to maintain a secure and robust information framework.
Technology Advisory Offerings:
- Accounting Software Selection, Setup & Migration (QuickBooks, Web-Based Platforms)
- Customized Training for Bookkeepers, Controllers & C-Suite Executives
- Merchant Service Processor Evaluation & Fee Optimization
- Website Design & Digital Launch for Small-to-Mid Businesses
- Secure Cloud Data Backup & Disaster Recovery Consulting
Our litigation support and forensic accounting services are employed across commercial litigation, financial investigations, business valuations, marital dissolutions, and bankruptcy proceedings. We are renowned for our expert interpretation and objective analysis of voluminous, complex financial data that frequently accompanies civil and family court litigation. With professional training and trial-tested expertise, we quantify loss, trace hidden assets, and deliver clarity to your bottom line.
Forensic & Litigation Capabilities:
- Expert Witness Testimony in State and Federal Courts
- Economic Loss & Commercial Damage Quantification
- Corporate Fraud Detection & Internal Embezzlement Audits
- Marital Dissolution & Divorce Asset Tracing
- Bankruptcy Forensic Examinations
- Business Valuation Disputes & Shareholder Appraisals
- Financial Reconstruction of Missing or Compromised Records
Boyer & Boyer CPA payroll services reduce the hours spent on corporate administration through computerized payroll systems that facilitate direct deposit, automated payroll tax calculations, and on-time depository compliance. Avoid costly IRS and state withholding penalties with our reliable payroll management.
Payroll Management Capabilities:
- Computerized Payroll System Setup & Processing
- Direct Deposit Management for Employees
- Federal & State Payroll Depository Tax Compliance
- Quarterly Payroll Tax Filings (IRS Form 941, State UC)
- Annual Federal Unemployment Tax Returns (IRS Form 940)
- Year-End Form W-2 and Form 1099-NEC/MISC Generation
- Worker Classification Review (W-2 vs. 1099 Independent Contractor)