Engelson and Associates, Ltd.
Enter the Client Center
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  		• Tax Planning & Preparation
  		• Quick Books Advisors
  		• Bookkeeping/Write-Up
  		• Reviews & Compilations
  		• Business Audits
  		• Govermental Audits
  		• Nonprofit Organization Audits
  		• HUD Audits
  		• Employee Benefit Plan Audits
  		• Peer Review for CPA Firms
    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    QuickBooks Advisors
    We can assist you with setting up your books or simply answering questions as they arise. Learn how to maximumize the power of QuickBooks.

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    Bookkeeping/Write-Up
    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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    Reviews & Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

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    Business Audits
    Value added audits that are tailored to your industry.

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    Govermental Audits
    Local government, school districts or special purpose district audits to meed your compliance needs. We are members of the AICPA's Government Audit Quality Assurance Center.

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    Nonprofit Organization Audits
    Value added audits tailored to your organization.

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    HUD Audits
    Housing authority or for profit audits designed to meet your compliance requirements. We are member of the Affordable Housing Association for CPAs.

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    Employee Benefit Plan Audits
    401k or profit sharing plan audits designed to meet your compliance requirements. We are members of the AICPA's Employee Benefit Plan Audit Quality Assurance Center.

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    Peer Review for CPA Firms
    System, engagement & report reviews designed to meet your State or Society's peer review requirements. We approach each review as an educational opportunity. William J Sherry is currently the Vice-Chair of the WICPA Peer Review Committee.

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