Phone: 856-489-0222
Fax: 856-504-0207

767 Route 70 East
Suite B-100
Marlton, NJ 08053

Services

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.


Accounting Services

Accounting Services

Our firm can assist you in the following Accounting Services:

  • Preparation of Financial Statements
  • Management analysis
  • Stockholder and owner reporting
  • Budgeting and cash flow analysis
  • Financial forecasts and projections
  • Preparation of company books - company books are necessary in the preparation of financial statements and tax returns. A formal set of company books is required for corporations.
  • General ledger, journals
  • Trial balance reports
  • Reconciliation of bank accounts
  • General bookkeeping duties

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Audit, Reviews and Compilations

Depending on your business needs, MWE offers the following financial statement services:

Audit – we will obtain an understanding of your internal control and assess fraud risk and also obtain audit evidence through inquiry, physical inspection, observation, third-party confirmations, examinations, and other procedures.  Audtis are typically needed for the following:

  • DOL – For 5500 Compliance (mainly employee benefit plans with over 100 employees like 401(k), 403(b), defined contributions plans, etc.)
  • Yellow book – For companies that receive federal funds exceeding a certain threshold (starting in 2015 – this threshold is $750,000)
  • Non-profit – For compliance with state regulations (in some states if you solicit funds from the public – you will need an audit)
  • For-profit – For compliance with lenders or investors

Review– we will perform procedures (primarily analytical procedures and inquires) to will provide a reasonable basis for obtaining limited assurance that there are no material modifications that should be made to the financial statements.

Compilation – the most basic level of service CPAs provide; we assist management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.

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Accounting Software Assistance

We are a QuickBooks Pro Advisor and assist with the installation and implementation of QuickBooks Pro and QuickBooks online.

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Outsourced Controllership

If you have an organization that needs a part-time controller to assist with accounting and oversight, we can help.

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Consulting Services

Business Valuations

Preparation of business valuation appraisal reports and computations for use in:

  • Buy/Sell Agreements
  • Estate and Gift Taxes
  • Family Limited Partnerships
  • Financing
  • Gifting Programs
  • Litigation support
  • Dissenting Shareholder Actions
  • Divorce
  • Economic Loss Analysis/Business Interruption
  • Partner Disputes
  • Purchase/Sale of Business
  • Succession Planning

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Accounting Software Selection & Implementation

We have experience with a number of popular software accounting packages that we can assist you in implementing.

  • Design of accounting systems
  • Implementation accounting systems for: cash receipts, cash disbursements, purchases, sales, accounts receivable, accounts payable, job costing, inventory, internal financial reporting

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Tax Services

Estate & Trust Tax Preparation and Planning

  • Planning for reduction of estate taxes
  • Work with your attorney as part of the team for reviewing your estate plan and wills
  • Assistance with tax implications of estate planning
  • Consultation on business continuation agreements
  • Planning with life insurance; use of life insurance as a family wealth preservation vehicle
  • Tax planning related to charitable bequests
  • Valuation of estate assets - closely-held and family business ownership taxes
  • Trustee services
  • Family limited partnerships - a major vehicle in reducing family estate taxes

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Tax Services

  • Preparation of tax returns
  • Individual
  • Partnership
  • Limited Liability Company (LLC)
  • Corporate
  • Trust
  • Estate
  • Gift
  • Informational tax returns
  • Pension/Profit Sharing/401(k) plans
  • Payroll
  • Resident and non-resident alien tax issues and tax returns
  • Response to tax notices and assessments from IRS and other government agencies

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Other Services

Mergers & Acquisitions

  • Proposed acquisitions and/or mergers analysis
  • Review of acquiring and/or acquired company's financial statements
  • Assistance with issues related to manner and method of merger
  • Accounting for the financing phase of the acquisition
  • Business valuation services and consulting

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Miscellaneous

Financial Planning for Business and High Net Worth Individuals

  • Discuss strategies for building wealth
  • Work with a registered investment advisor as part of the team for investment planning
  • Personal analysis as to how the changes in the newest tax legislation will affect your financial situation
  • Retirement planning

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IRS, State and Local Government Tax Audits

  • Representation before the Internal Revenue Service - examination, appeals and criminal investigation levels
  • Representation before state and local government agencies for income, business tax and sales tax audits: Commonwealth of Pennsylvania, State of New Jersey, City of Philadelphia, and numerous other state and local jurisdictions throughout the US

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Litigation Support Services and Forensic Accounting

  • Investigative Accounting
  • Shareholder dispute issues
  • Partnership dispute issues
  • Loss of profits/financial damages
  • Divorce
  • Expert witness testimony
  • Prepare forensic accounting reports in conjunction with litigation support

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Management Advisory Services/Business Planning and Consulting

We provide advice to business owners and corporations, entrepreneurs and family-owned businesses.

Succession Planning

  • Family businesses - planning for succession to the next generation
  • Buy-sell, stockholder and partnership agreements consultation

Executive Planning

  • Management incentive programs development
  • Selection and installation of business retirement plans
  • Non-qualified deferred compensation plans - for executives and key employees

New Business Services

  • New business evaluation and start-up assistance
  • Choice of business entity advice
  • Business plan preparation and review assessment

Operational analysis and evaluation

  • Operational review of existing accounting system
  • Internal control structure efficiency assessment
  • Assistance in development of credit and collection policies
  • Effective inventory management for small manufacturing clients
  • Accounting and bookkeeping systems design

Financial Analysis

  • Ratio analysis and comparative study with similar firms in the industry
  • Budget development
  • Break-even analysis and projections

Human Resources

  • Accounting personnel (controller, bookkeeper) - assist management in interviewing and hiring new accounting employees

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Retirement Plan Asset Accounting

  • Preparation of the annual accounting, books and financial statements required for qualified retirement plans
  • Preparation of the annual computation for amounts payable by the employer to eligible employees under defined contribution pension, profit sharing, 401(k) plans, SEP and SIMPLE retirement plans
  • Preparation of the "Schedule of Participants Accounts" for the year – valuation report for plan trustees
  • Preparation of the "Statement of Participant Account" – valuation report for each eligible plan participant
  • Preparation of the Summary Annual Report (SAR) – the annual disclosure form required by the U.S. Department of Labor
  • Preparation of IRS Forms 5500 – informational tax return

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