Client Services

Efficiently meeting your needs

Our firm offers a wide range of accounting services, tax preparation, and tax consulting to our business clients and individuals.

Accounting services

We provide a broad range of accounting services to many types and sizes of business clients. There are some companies for whom we provide data entry and basic accounting services at a lower overall cost than having their employees perform these functions. We offer services to bridge the period when a key accounting employee leaves a business. For many companies, we fill the gap between the accounting personnel and management.

Financial statement preparation

We provide compilation, review, and audit services for nonprofit companies and for-profit companies.

Tax return preparation

We prepare tax returns for individuals, S corporations, C corporations, LLC’s, partnerships, trusts, estates, company payroll returns, and many state returns.

Trust and estate income tax return preparation

We prepare the income tax returns for estates and many types of trusts, including GRATs and CRUTs.

Estate and gift tax preparation

We prepare estate and gift tax returns, including estate tax returns that are filed to preserve the Deceased Spousal Unused Exclusion.

Business advisory services and management consulting

We perform tax consulting and related consulting services which are part of our overall services. We provide tax planning, planning for the purchase and sale of businesses, advice on the proper business entity, and a variety of other services.

Accounting and tax software

We have extensive experience in a variety of accounting and tax software, including, but not limited to, QuickBooks, UltraTax, Ajera, Pensoft Payroll, and cloud-based platforms.

How may we assist you?

Why choose Dale Saylor & Associates?

While many CPA firms, including us, provide a wide range of skills and expertise, our responsiveness to clients’ needs sets us apart from many firms. When you contact us, you will receive a timely response to your question from a knowledgeable accountant, without the need for a committee. Our employees are friendly and eager to work with clients. If you prefer to call us, we will answer the phone and respond to your needs. You will generally work with the same contact person for all your needs.

If you lose a person from your accounting staff, including your controller, we can fill in the gap while you refill that position. Some of our clients use us as their controller. They find that our broad accounting and tax background enables us to do the work in much less time than one of their employees. Our range of service is geared to our clients’ needs.