Shonsey,
Placke, Maruska, Stava & Meier, 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
Computer system acquisition and implementation
assistance
Small business assistance
Time sharing computer services
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
Benefit Plan
Web Page Design
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
- Brochure of FAQ’s
- Individual meetings with each employee
- Provide all required forms
- Monthly administration
If you have any questions or comments contact us at
Shonsey & Associates
This information is not intended for use without professional
advise.
Legal Disclaimer