Always Striving To Meet
Each Client's Specific Needs

OPM offers a wide variety of services to our individual and business clients.

Please feel free to inquire about any services you do not see listed.

Income Tax Planning and Preparation

• Corporation, Partnership, Trust & Individual Tax Planning and Return Preparation
• Estate Planning & Return Preparation
• Non-Profit Setup and Return Preparation
• Representation before the IRS and State & Local Governments
• Family Tax Planning
• Tax Projections
• Education Tax Planning
• Personal Financial Planning
• Marital-Divorce Tax Advice
• Review of Tax Implications of Business Mergers, Acquisitions & Liquidations
• Tax Examinations, Rulings & Appeals

Audit, Review and Compilation - Financial Statements

• Audit - Highest Level of "Positive Assurance," which Includes Detailed Knowledge and Understanding of the Entity's Internal Control
• Review - Perform Inquiry and Analytical Procedures with "Limited Assurance"
• Compilation - Basic Level of Service with "No Assurance"

Accounting

• Accounting Systems and Software Setup and Training (Quickbooks/Peachtree)
• Bookkeeping Services (Monthly/Quarterly/Annual)
• Payroll Services
• Small Business Compliance Issues
• Outsourced Accounting Functions (On Site CFO)
• Audit Preparation - External Audit
• Internal Control Review and Evaluation