Financial Statements
Your Company will have ease of mind knowing that your business’ financial statements—formal records of the financial activities and transactions of an individual, business, corporation or other entitiy—are professionally prepared efficiently and effectively and in a timely manner. These statements can be quite complex and may or may not include extensive notes and explanations of the statements and policies, financial management discussions and analysis therein. Such notes and addendums are considered an integral part of the financial statements for an individual, business, or corporation.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. Estate, gift and trust tax return preparation and planning often requires difficult decision-making and specific, technical tax issues. Transfer of an estate and other various assets can result in significant tax penalties if not well-planned.
M. Stewart and Company will provide the advice and knowledge necessary in order to successfully handle owner-manager succession, ownership of equity and debt, and trusts.