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Services

Morton Alan Haas & Co. provides audit, accounting, and tax services to individuals and businesses alike. The firm's list of business clients includes sole proprietorships, partnerships and corporations.

Specific services include:

Audits performed in accordance with generally accepted accounting standards


Accounting Services

  • Monthly general ledger write-up and bookkeeping
  • Bank account reconciliations
    • Operating Accounts
    • Escrow trust accounts
  • Compilation or review of financial statements
  • Preparation of escheat reports
  • Cash flow budgeting and forecasting
  • Preparation of property tax affidavits
  • Workers' compensation reports and audits

Tax Services

  • Preparation of tax returns
    • Individuals
    • Partnerships
    • S-Corporations
    • C-Corporations
    • Fiduciary (trusts)
    • Estates and Gifts
    • Transaction structuring and negotiations
    • Tax-exempt (not for profit) entities
  • Preparation of non-income tax returns
    • Sales tax returns
    • Payroll tax returns including W-2 forms
    • Information (1099) returns
    • Business license renewal
  • Tax and estate planning

Consulting Services

  • Retirement planning and setting up retirement plans
  • Human resources
  • Management advisory services
  • Budgeting and forecasting

Information Request for Services Listed Above