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Services

Accurate, timely accounting information is vital for any successful business. Knowledge of current and prospective tax law, and its proper application, is vital to ensuring that you pay the proper amount of tax and not a penny more.

Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis. 

Here are just some of the specialized services available to Andrew Turnbull & Company clients:


Tax Planning and Return Preparation Services

Andrew Turnbull & Company, CPA PLLC provides expert federal, state (including all 50 states), and local income tax planning and preparation services. We prepare tax returns for individuals (including single-member LLCs and sole proprietorships), partnerships (including multi-member LLCs), corporations (conventional and Subchapter S), trusts, and nonprofit organizations.

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws and anticipated tax law changes to minimize your tax liabilities and to maximize your future opportunities.

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Andrew Turnbull & Company, CPA PLLC provides all that and more, thanks to a complete range of consulting and advisory services, including strategic affiliations with other professionals, to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Financial Reporting and Business Advisory Services

If you need a financial report for your bank, for your investors, or for your own internal management purposes, Andrew Turnbull & Company, CPA PLLC can help. We prepare review- and compilation-level reports, and we can help you understand the information they provide.

You may have issues with ESOPs, litigation support, mergers and acquisitions, divorce settlements, or buy-sell agreements. We're here to guide you through what can sometimes be a difficult process, with comprehensive analyses that will help you make informed decisions.

If you're a small business (50 employees or fewer; up to $10 million in sales) you probably don't need - and can't afford - a full-time controller. That's where Andrew Turnbull & Company, CPA PLLC comes into play. We provide controller-level expertise and advice as you need it, when you need it. We also provide a range of bookkeeping services including payroll processing, general ledger maintenance, income and expense processing, and monthly financial reporting for internal management purposes and for external users’ needs (i.e. banks, investors, creditors, etc.). We use state-of-the-art technology to process your data quickly, accurately, and inexpensively. You should consider leveraging our bookkeeping services with our tax planning and preparation services in order to generate significant savings.

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services:

  • Full-service payroll processing
  • Comprehensive payroll tax form
  • Secure, online electronic payroll processing, if desired

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