Boan & Connealy CPAs offers many services to fit your needs, all delivered in a personal, professional and timely manner. If you need a service that is not listed on this page, please let us know and we will let you know if we can help you, or refer you to someone who can.

For additional information on any of these services, please contact us.

Audit, Accounting and Assurance Services
We provide a full range of accounting services, including audits, reviews and compilations of financial statements as well as court accounting systems and operations and compliance audits.
Financial statement services Audits Reviews Compilations Bookkeeping and payroll accounting services Agreed-upon procedure engagements Internal control evaluation Operations review Compliance audits and attestation Employee benefit plan auditing Personal financial statements
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Tax Services
We provide tax preparation services for individuals, trusts and estates, and all business entities. However, tax preparation is only half of the story…contact us to assist with your tax planning needs.
Tax return preparation for: Business Individuals Not-for-profit organizations Employee benefit plans Trusts Estates IRS examinations Tax planning for individuals and businesses Payroll tax reporting Sales tax reporting Business property tax reporting Occupational tax reporting
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Estate Planning and Trusts
We help clients assemble, preserve, and eventually distribute an estate that satisfies the financial and emotional needs of the client and of their families. We understand the consequences of the recent tax law changes and know how to make the best use of appropriate estate planning mechanisms.
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Business Development Services
Boan & Connealy CPAs is able to assist its clients in business development protocols. Professionals will work with you to help you identify your key goals and solve your challenges in running your business. Development activities include:
Strategic planning General consulting services Business plans Computer consulting Information systems Profit planning and analysis Cash flow projections Budgets and forecasts Financing alternatives Key performance indicators
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Other Services
We offer a full range of business and financial planning services including retirement planning, estate planning, succession planning, business formation and insurance planning. We offer litigation support services and have provided expert witness testimony when called upon to do so.
Mergers and acquisitions assistance Litigation support Fraud investigations Business start up services
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