What We Do

At Calvert and Company, we like our clients and care about their business, which is why we are accessible and speak with our clients on a regular basis.  When was the last time you spoke to your accountant?  Our belief is that every small business is different.  The reason being…every small business owner is different, has his/her own unique business goals, operational methods, concerns and/or challenges. Therefore, we provide our clients with a customized package tailored to their specific business and accounting needs.  Our personalized service not only gives small businesses the freedom to grow and prosper, but provides its business owner(s) the knowledge to achieve their goals through a business relationship that includes interactive communications and committed on-site client visits.

 

 

OUR SPECIALTY SERVICE AREAS

  • Year-end planning to maximize tax savings
  • Year-round business & personal tax consultation
  • Tax comparisons to maximize legal deductions
  • Elimination of unwarranted penalties
  • Year-round monitoring of tax law changes
  • Computer-aided tax return preparation
  • Financial statements with analysis
  • Office system & reporting controls
  • Business buy/sell analysis
  • Equipment & real estate purchase & sale planning
  • Projections, budgets & comparative reports
  • Business problem solving & expansion evaluation

 

WHAT YOU CAN EXPECT….

 

BOOKKEEPING

Bookkeeping can be a time-consuming and frustrating task.  Each month our staff will provide:

  • Detailed General Ledgers
  • Income Statements
  • Balance Sheets
  • Payroll and Check Registers
  • Bank Reconciliations
  • Custom Applications For Your Business
  • Monthly Cash Flow Analysis

 

TAXES

We will lift the burden of keeping track of the taxes that affect your business, including:

  • Monthly, Quarterly and Annual Payroll Taxes
  • Federal, State and Local Taxes
  • Income Taxes for Corporations, Individuals and Partnerships
  • Sales and Use Taxes

 

BUSINESS CONSULTING

We offer a pro-active approach to business planning with:

  • Monthly Business Consultations
  • Personalized Business Strategy Sessions
  • Quarterly Business Planning Sessions
  • Tax Planning Throughout the Year
  • Advisory Planning Services for Life Changes