CLIENT SERVICES AT DONALD E. GRAVES,
CPA LLC

• Accounting Services
• Consulting Services
• Tax Services
• Other Services

Serving the Tax Preparation, Accounting, and Financial Planning needs of Franklin, Berkshire and Hampshire, and Worcester Counties.

CLIENT SERVICES

Our firm offers a wide range of services to our individual and business clients.  Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison.  Below we have listed the services that we offer to our clients.

If you do not see a service that you are interested in, please contact us and if it is not a service we provide then we will be more than happy to refer you to a qualified professional.

• Accounting Services
• Consulting Services
• Tax Services
• Other Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation Support

Consulting Services

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.

The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions

Tax Services

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
• Estates, trusts & gift
• Not-for-profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business

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.

• Mergers & acquisitions
• Asset protection
• Investment review
• Bankruptcies
• Litigation support
• Cash flow forecasting
• Employee benefit plans
• Expert witness services
• Internet commerce