Services

At The Meservey Group PLLC, we guide you through a full range of tax planning and preparation decisions with strategies that minimize your tax liability maximize cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. The Meservey Group PLLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Your priority is to run your business, so let us handle the tax compliance. At The Meservey Group PLLC, we can prepare tax returns and provide tax planning for all types of business entities. In addition, we can prepare financial compilations enabling you and your partners to make informed decisions on the direction and performance of your business.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. The Meservey Group PLLC’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and investments.

Keeping your general ledger in order can be a complicated task even for experienced accountants. The Meservey Group PLLC can help keep your accounting records accurate and relevant allowing you to get the most out of your financial statements.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. The Meservey Group PLLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

At The Meservey Group PLLC we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to control costs, increase efficiency, and implement new technologies and procedures to take advantage of changes in the marketplace, accounting standards, and tax law. Our consulting services will improve information quality or its context, meaning more success for your business.

Your choice of business entity has a significant impact on your taxes and other liabilities. From your company's inception through its growth and development, The Meservey Group PLLC can advise you on choosing the most advantageous entity type for your business.

Software and hardware advancements occur so rapidly these days that it’s nearly impossible to keep up. The Meservey Group PLLC has had hands on experience with many of the latest accounting software and hardware available today and is in a unique position to help you choose the combination of systems that is right for you.

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, The Meservey Group PLLC can provide professional know-how to help you successfully structure and negotiate the deal. The Meservey Group PLLC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

You have worked hard to build your business, so let PM Widener & Company help you plan an exit strategy. Whether you want to retire, sell the business or pass it on to your children, let us help you formulate a plan to ensure you get the most out of your years of hard work.