TAX PREPARATION C-Corporations and S-Corporations, partnerships Individual (out-of-state, non-resident, Montana, foreign) Estate tax returns
ACCOUNTING & MANAGERIAL Our services here are broad and used whenever the need exists for professional accounting management services. Some of the services clients rely on us for include the following: Payroll accounting and reporting Bookkeeping Financial statement preparation (compilations) Reviews and agreed-upon procedure report CHMS, P.C. performs specialized accounting and auditing related services including evaluation of internal controls, specialized training of an entity's employees and fraud investigation.
ESTATE & TRUST PLANNING AND ADMINISTRATION Our philosophy about estate planning is very simple. We develop plans to increase the value of your estate to meet your needs and those of your loved ones, while preserving and protecting it from unnecessary taxes and costs. We employ tax savings methods to achieve your objectives and increase the value of your estate. This allows you to enjoy it during your lifetime and to satisfy the needs of your loved ones after death. We recognize that each situation is unique and we work closely with you and your other professional advisors.
CPA ElderCare Services ElderCare is intended to assure family members that elderly relatives no longer able to be totally independent are receiving the kind and type of care they need. The service's goal also is to give the elderly the chance to live their lives as independently as possible. A CPA ElderCare Services accountant provides some services directly and serves as the coordinator of others. In some instances, the accountant acts as an assurer of care, based on criteria and goals set by the client
As coordinator and assurer of such services, the CPA often relies on the expertise of other professionals such as geriatric care managers or social workers. ElderCare can involve a combination of services, including:
- Consulting services (determining the community resources available to address the elderly person's needs).
- Direct services (paying bills, managing property or submitting insurance claims).
- Assurance services (testing service providers to make sure they meet agreed-upon criteria).