Tax Services
Whether individual, corporation, partnership or LLC, our goal is to ensure that you are paying the minimum tax required under law. We have the knowledge, experience and resources to navigate the complex and ever-changing tax code.

• Business and personal tax preparation and planning
• 1040, 1065, 1120, 1120S, all state forms
• State and local tax compliance
• IRS audit representation
• Department of Revenue representation

Accounting, Bookkeeping & Controller Services
Let’s face it, without a reliable set of books, you won’t know how your business is performing, not to mention you could be setting yourself up for costly tax preparation fees and future audit headaches. Let Warrick help you by acting as your part-time controller, bookkeeper or accounting department supervisor.

• Part-time controller
• Monthly bookkeeping
• QuickBooks setup, training & consulting
• Quarterly tax reporting
• Bank statement reconciliation
• Budgeting
• Cash flow reporting
• Payroll & payroll taxes
• W-2 & 1099 preparation

Family Business Succession Planning
If you have business that you would like to see survive into future generations of your family, you need to prepare now.

Many critical decisions must be made along the path to business succession, including deciding who will succeed, how ownership and control will be shared, and how to deal with disinterested family members.
Your family has worked are to build your business into what it is today. With quality planning, you can preserve that value while ensuring a smooth transition to the next generation.

Business Mergers, Acquisitions and Sales
Expansion through acquisition is often a complex, but necessary, strategy for business owners in today’s competitive business environment. The complexity of this transaction requires a team approach. Warrick works closely with your other advisors to ensure that the deal maximizes value to your business, while minimizing income taxes and costs related to the transaction.

Warrick will work with you to prepare for this transaction well before a deal is on the table, taking action to build business value giving your company better leverage in negotiations. If the need arises, we offer CFO for hire services, which could be a critical component in preparing your business to be scrutinized by investment bankers, private equity investors, public company investors, and other potential merger, purchase or sale parties.

We will work with your team of advisors during negotiations and deal structuring and offer post-transaction advisory services to help with accounting integration and other transition issues.

Warrick has broad experience in helping clients with mergers, acquisitions and business sales.

If you are interested in growth of your business via merger or acquisition, or you want to sell your business, Warrick will put its experience to work as a member of your team.

Ready to learn more?