Our Services

While no two people or businesses are exactly alike, we’ve pretty much seen and accounted for it all over the past three decades. We offer a wide range of services for individuals and businesses (of all sizes) in six distinct service areas.

Click on our services below to see more.

Assurance & Accounting Services


Federal & State Tax Service


Small Business Service


Business Valuation & Litigation Support


Estate, Trust, and Gift Services


Consulting and Training for QuickBooks



Audit and Attestation Services for Various Industries

Financial Statement Audit – The audit report is the highest level of independent CPA services available. We verify by sight, discussions with management, and by assessment of internal controls and procedures that a company’s financial reporting is presented fairly in all material respects with the financial reporting framework. We document any changes in financial accounting methods. Our finished product is in full compliance with the American Institute of CPA’s auditing standards and other governing and regulatory agencies.
Financial Statement Reviews – The review is a mid-level service that provides independent evaluation and assurance without the full cost and extent of an audit. In it, we document our assessment of a company’s financial books and records, based on analytical tests and procedures as well as certain calculations of financial tests and ratios. While the details are not as extensive as a full audit, the review gives limited assurance that a company’s financial statements require no material modifications to be in compliance with generally accepted accounting principles.
Financial Statement Compilations – The compilation is the lowest level of attestation services a CPA can provide. To accomplish this service, we compile the books and records of a company but we do not perform any assessment of procedures, nor is there any verification of the reported details. It is simply a full report of the company as it is presented by the company’s management. No opinion is expressed about the accuracy of the underlying financial information.

Contact us to see how we can assist you with:

Risk and Financial Advisory
  • Forensic, litigation support and valuation services
  • Internal control reviews
  • Risk advisory
  • Financial and accounting resources
Other Services
  • Agreed-upon procedures engagements
  • Reports on internal control
  • Attestation services
  • Process and procedures review
  • Performance measurement including benchmarking
  • Implementation of new accounting standards
  • Forecasts and projections


  • Business taxes
  • Individual taxes, estate tax planning, gift and trust taxes
  • Sales and use tax analysis & examinations
  • Elections, tax position, changes of accounting methods
  • Examination representation
  • Responses to tax notices
  • Exempt organization applications and returns
  • Tax planning and business forecasts

Small Business Service

Do you love your small business but hate the record keeping aspects? Are you feeling overwhelmed by the myriad forms, reports and deadlines? You can save yourself a lot of headaches and keep your attention focused on growing your business by allowing us to handle aspects of your bookkeeping. Contact us to see how we can assist you with:

  • Accounting and financial reporting services
  • Preparation and analysis of financial statements
  • Reconciliation of monthly bank statements
  • General ledger bookkeeping and analysis
  • Preparation of amortization and fixed asset depreciation schedules
  • Quarterly and year-end payroll returns
  • Representation on payroll tax notices
  • Preparation of Forms W-2, W-3, 1099, 1096 and other year-end  information reports
  • Sales and use tax return preparation and compliance
  • Reporting for household employee wages
  • Payroll tax compliance
  • Business license preparation

Business Valuation & Litigation Support

  • Corporate, partnership or sole-proprietor valuations
  • Financial data investigation and analysis
  • Expert testimony

Estate, Trust, and Gift Services

  • Estate tax returns – the total value of an estate’s assets may require a tax return to be filed.  We prepare these returns and offer counsel on post-mortem tax planning opportunities for the estate and beneficiaries.  Even when the total value of an estate’s assets may not require a tax return we can assist with post-mortem tax planning to reduce the potential tax liability of a surviving spouse’s estate.
  • Estate and trust income tax returns – the administration of an estate or trust often requires the fiduciary to file an income tax return.  We prepare the necessary tax forms and also advise with distribution rules, elections and filing deadlines
  • Gift tax returns –  donors frequently transfer wealth during their lifetime and the nature of the gifting can come in a variety of forms.  We prepare the gift tax returns to disclose the gifts, preserve applicable exemptions and minimize tax.
  • Estate planning – Our experienced firm works closely with law firms to provide guidance and expertise in the estate planning arena.  We also enhance the attorneys’ services by providing their clients with estate, fiduciary and gift tax returns.

Consulting and Training for QuickBooks

QuickBooks has long been regarded as one of the best overall business management applications available on the market today. It’s affordable and adaptable to all kinds of businesses, both small and large. Its comprehensive workflows enable you to file payroll taxes, pay employees, track inventory, handle invoicing and run reports all within one familiar application. We can help you ensure you’re using QuickBooks to its full capability, helping you maximize the efficiency and productivity of your accounting staff. Contact us to see how we can assist you with:

  • Software purchase, set up, conversions and upgrades
  • Individual or group training
  • Customized internal reporting

Regardless of who you are or the size of your business, if you need a trusted partner to help you with strategic planning, tax preparation, bookkeeping services, payroll services or all of the above, we’re the firm you want in your corner.

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Bradshaw, Gordon & Clinkscales, LLC