Products and Services

At Peter Marshall & Company, PC, we provide comprehensive accounting, financial and consulting services to business and individuals.  Click on each of the headings below to view more details about the services we offer.

Tax Services:

Tax Return Preparation Services are available for each of the following:

We also provide tax return preparation services for all state and local taxing authorities, including:

In addition, our firm's tax services also include:

IRS Representation

State Tax Audit Representation

Tax Planning & Projections

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Investments:

There is no substitute for establishing and following a sound financial plan.  Our firm can assist you in developing, implementing and reviewing your financial plan.  We can work with your existing financial advisor or through one or more of our financial business partners.  Below is a brief list of investment products and accounts that may be used in a well-diversified financial plan:

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Retirement Planning:

Planning for retirement is an important step to achieving your financial goals.  We offer assistance to business owners looking to establish a retirement plan for themselves and/or their employees.  Whether you are a business owner or not, we can review your existing retirement portfolio to ensure that you are on track to achieving your retirement goals.  Below is a list of typical retirement plans and the ways our firm can help you identify, design and maintain your retirement plan:

Insurance:

Our firm can assist you with all of your insurance needs through one or more of our business partners.  Below is a sample of typical insurance services available: 

Business Planning:

We recognize that every business is unique and we strive to address the individual needs of every business and its owner(s).  Below are some of the areas in which our firm has expertise:

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Accounting Services:

As a full-service public accounting firm, we have the ability to customize our accounting services to fit the needs of your business.  Whether you need a simple bank reconciliation or a comprehensive back office accounting solution, we provide a customized solution designed just for you and your business.  Here is a list of typical accounting services:

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Auditing Services:

Non-Profit Organizations                                  For Profit Entities (non publicly traded)

Churches

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Payroll Services:

Our firm provides comprehensive payroll services for all payroll types and frequencies.  We ensure timely, accurate and confidential processing and our services are customized to suit your business' specific needs.  Below is a list of some of the typical payroll services we can provide:

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Accounting Software & Support:
Our firm provides implementation and user support of all versions of the following common accounting and tax software programs:   

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CFO/Controllership Services:

Our firm offers temporary or permanent placement services for our clients with management, administrative, accounting, or clerical personnel needs.  We specialize in Controller, CFO, and other financial management positions.  If your business needs the expertise of a CFO or Controller but can't justify the cost of a full-time person, our services may be just what you need.  We can provide a wide range of services from a brief hourly consult to serving on the Board of Directors for our clients' companies.

Temporary or permanent placement services are also available for all industries and all positions through one or more of our business partners.

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