FOR ALL YOUR FINANCIAL PLANNING NEEDS
We prepare individual, partnership, corporation and trust tax returns. We work with you to meet filing requirements and consult with you year-round to minimize the taxes you pay.
Most individuals don’t see attorneys often in their lifetimes, and usually only for specific, one-time projects. But they meet with their accountants at least annually, often quarterly and have an ongoing relationship with them. When you are working with an estate planning specialist, we at O’Halloran Sherman Associates, LLC can provide you and that specialist with the information about your personal and business financial situation and tax information that you need to plan successfully.
Entrepreneurs and small business owners wear many hats. We at O’Halloran Sherman Associates, LLC can ease some of that load with a wide range of services.
- Periodic bookkeeping services
- Financial statement preparation including compilation, review or audit
- Financial statement analysis
- Business acquisition and disposition
- Entity selection