BRISTOL & COMPANY, S.C.
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Our Services

Expertise.  Peace of mind.  Courtesy of Bristol & Company, S.C.

Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.

Here are just some of the specialized services available to Bristol & Company, S.C., clients:

  • Business and Personal Financial Services 
  • Tax Planning and Return Preparation Services
  • Estate and Trust Services
  • Payroll Services
  • Accounting and Financial Statement Preparation

Business and Personal Financial Services

To effectively manage your business and personal financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Bristol & Company, S.C., provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of running a business and staying financially sound.

We are proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our consulting services include:

  • Business Management Consultation
  • Budgeting and Financial Analysis
  • Retirement Plan Alternatives
  • Estate and Business Succession Planning
  • Accounting Software Consultation

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships.  We pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs.  Whether you are a sole-proprietor business or operate a multi-tiered corporation or partnership, Bristol & Company, S.C., can serve your needs.

Our dedication to you does not stop after April 15th. Throughout the year, we remain up-to-date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Estate and Trust Services

Often upon the death of a family member or friend, the personal representative needs guidance relating to administering the estate even if probate is not required.

We can assist the family, executor, or trustee in accumulating and accounting for the various assets and debts of the decedent. We work with the attorneys in transferring assets and in preparation of estate tax returns.   We also prepare the accounting records for the estate and trust and prepare the appropriate fiduciary income tax returns.

Payroll Services

In today's hectic business world, it is a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We are here to lend a hand with our payroll services.

Accounting and Financial Statement Preparation 

Of course, in addition to being a financial advisor to our business clients, we often serve their accounting needs.  Whether our clients need us to enter their source documents or to summarize their internal accounting records, we can fulfill all accounting needs.  We professionally prepare compiled or reviewed financial statements.

 


 

 

 
info@bristolcompanycpa.com