Servatius, O'Brien

& Fong, LLP


  • Financial Forecasts & Projections
  • Acquisitions & Divestitures
  • Business Succession Planning
  • Estate & Trust Tax Preparation
  • Bookkeeping, Payroll Tax, and Sales Tax Preparation
  • Pension & Profit Sharing Plans

Client 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.


  • ​​Tax Planning & Preparation
  • Audits, Reviews, and Compilations - Financial Reporting
  • IRS Representation
  • Business Entity Selection
  • Internal Controls Analysis and Reviews
  • Cash Flow & Budgeting Analysis



Tax Planning & Preparation

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficienty prepare returns for various types of entitites including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.


Audits, Reviews, and Compilations - Financial Reporting


We view our role in the financial reporting process as an opportunity to provide constructive

solutions for maximizing your company's profitability and efficiency. We provide financial

reporting on all three levels of assurance.


  • Audit - an intensive examination with the highest level of assurance.
  • Review - some analytical procedures conducted with limited assurance.
  • Compilation - based upon client information provided; primarily for a company's internal use.


​IRS Representation


During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.


​Business Entity Selection


Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.


Cash Flow & Budgeting Analysis


A business can be profitable and still run into trouble due to cash flow issues. We can forecast and

evaluate your company's financial condition, estimate financing requirements, and track cash-flow

sources and uses.


Acquisitions & Divestitures


If an acquisition, divestiture or other major contractual arrangement is under consideration an

accurate representation of the company in question is essential. Servatius, O'Brien & Fong has the

managerial experience to examine a company's accounting financial and operational systems and

report its findings in a clear, timely and concise manner.


Business Succession Planning


Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.


Estate & Trust Tax Preparation


Filing the various tax returns required when a family member passes away can be a challenge. Our specialists can assist you with all aspects of the experience - from determining the valuation of the estate assets and funding of sub-trusts to notifying beneficiaries of their potential inheritance and changing titles on selected assets.


Pension & Profit Sharing Plans


Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
​​

​​