BERKLEY, ISELIN & LOTZ, S.C.
Client Services

Accounting

Accounting Services provided by Berkley, Iselin & Lotz are as follows: compilation or review of financial statements - computerized general ledger processing and financial reporting on annual or interim basis - payroll processing - preparation of payroll reports and W-2's - preparation of sales tax returns - fixed asset and depreciation schedules - amortization schedules - controller assistance - personal financial statements

Tax

Our objective is to provide our clients with every opportunity to minimize their taxes within the framework of the law.

Tax planning, research and preparation services are provided for:

• Corporations
• Partnerships
• Limited liability companies
• Individuals
• Trusts and estates
• Gifts
• Employee benefit plans
• Property tax returns
• Divorce
• Assistance in audit situations with various taxing authorities

MAS

The management advisory services (MAS) of a local CPA firm is typically engaged in providing the small business person with guidance in how to run their business. In our MAS area we concentrate on what our clients need. We do this by offering services tailored to the specific client such as business plans, succession plans and annual retreats.

Services   |   Newsletter   |   Staff   |   Links   |   Careers   |   Home

(C) Copyright 2008 Berkley, Iselin & Lotz, S.C.