Shonsey,
Placke, Maruska & Stava, P.C.
Scope of Services
Financial
Reporting Services
Audited financial
statements
Reviewed financial statements
Compiled financial statements
Special purpose financial reports
Cash flow projections and financial statements
Personal financial statements
Tax Services
- Business and individual income tax returns
- Tax planning with regard to income, estate and gift taxes
- Payroll, property, sales and use tax advice
- Estate and fiduciary tax returns
- Pension and profit sharing plans
- Fringe benefit planning and administration
- Nonprofit organization reporting
- Ruling requests
- Representation before taxing authorities
Management Advisory Services and Consulting
Business formation decisions
Forensic accounting
Litigation
services
Real estate feasibility projections
Business appraisal and valuation
Physicians
& Medical Practices
Advice on and negotiations of business
acquisitions and dispositions
Small business assistance
Budgeting and forecasting
Strategic (long range) planning
Retirement plan design and administration
Financing alternative / analysis
Personal financial planning
Cash management
Executive compensation studies
Evaluation and recommendation of internal
controls
Computerized Financial Accounting Services
Medical benefits
Cafeteria
Benefits Plans
Physicians
& Medical Practices
- Buying and selling medical practices
- Forming or joining a partnership or group
practice
- A physicians’ guide to professional service
corporations
- Financing a practice
- Starting your practice
- Physician employment contracts
- Enhancing the value of your medical practice
- The business side of medical practice
- Financial planning
- How to evaluate a managed care contract
- How to get paid
- How to improve third party reimbursements
- Medical collections management
- How to maximize insurance reimbursements
- How to improve cash flow immediately
Retirement plan design and
administration
Plan Design & Implementation
- Plan documents
- Summary plan document
- IRS determination letter
- Contribution types
- Loan Policy
- Loan Applications
- Hardship request forms
- Corporate resolution
- Investment funds
Administration
- Census request
- Eligibility and plan entry
- Highly compensated and key employee determination
- Employee communications
- Employee election forms
- Nondiscrimination testing
- Contribution provisions and limitations
- Loans
- Compliance procedures
- Terminations & new admissions
Accounting & Recordkeeping
- Contributions
- Earnings
- Forfeitures
- Distributions
- Participants Statements of accounts
- Form 5500 preparation
Litigation services
- Damage calculations
- Alleged tax evasion
- Court accountings
- Lost profits claims
- Divorce settlements
- Business & asset valuations
- Bankruptcy & business reorganizations
- Insurance claims
- Personal injury
- Allegations of fraud
Cafeteria Benefit Plan
- Design your plan
- Introduce plan to your employees
If you have any questions or comments contact us at
Shonsey & Associates
This information is not intended for use without professional
advise.
Legal Disclaimer