Certified Public Accountants and Advisors (515) 555-0119 frontdesk@alderquinn.example
AQ Alder & Quinn

Des Moines, Iowa § Practising since 2012

Article II Practice areas and scope

Practice areas and capabilities

Every engagement starts with a short call to confirm we're the right firm for it.

Small-Business Tax & Planning

Annual entity returns, quarterly estimated filings, payroll tax compliance, and entity structure reviews explained in plain English before anything is submitted.

Standard deliverables
Form 1120-S / 1065 prep, multi-state allocation schedules, quarterly tax projections
Best suited for
Owner-managed companies with $500k to $15M in gross annual revenue.

Full-Charge Bookkeeping & Close

Monthly closes you can actually read. Bank and merchant reconciliations, vendor ledger cleanups, and clean financial statements delivered by the 10th of every month.

Standard deliverables
Monthly balance sheet, P&L by department, cash-flow summary, 1099 annual filings
Best suited for
Businesses needing reliable accounting without full-time internal controller overhead.

Advisory, Valuation & Succession

Purchasing commercial real estate, restructuring equity, bringing in a minority partner, or preparing for an owner buyout. We model the real cash and tax impact before you commit.

Standard deliverables
Scenario cash-flow models, buyout structure blueprints, basis calculations
Best suited for
Founders planning an exit, recapitalization, or major capital expansion within 1–3 years.

IRS & State Audit Defense

Direct partner representation before state revenue departments and the IRS. We review historical returns, handle all formal audit correspondence, and resolve penalty notices.

Standard deliverables
Power of attorney filings, documentation bundles, formal response briefs
Best suited for
Companies facing state sales-tax audits, nexus disputes, or federal audit letters.
Scope review

Not sure which scope fits your business?

Send your prior year return or your chart of accounts. We read it, spend twenty minutes on the phone with you, and tell you which retainer tier the work actually falls into. No charge for that part.