Services

Tax
Tax Planning and Compliance Services

We offer tax planning and compliance services in a variety of areas. We focus on all forms of business entities, high net wealth individuals, family entities and trusts as well as estate and gift taxes. Through decades of experience, our dedicated professionals have been involved in numerous complex business transactions as well as complex financial and estate plans.

We pride ourselves on exceptional personal service, attention to detail, and quality of work. Our goal is to educate, plan, and prepare our clients for their tax events throughout the year.

To maximize our client’s opportunities, we are committed to staying current in the ever-changing landscape of tax law. We do so through continual development and training of our team members and taking a team approach on all client service.

We leverage technology to provide the efficiency and timeliness our clients expect without sacrificing the accuracy or confidentiality of the data.

Assurance
Accounting and Assurance Services

Many of our clients first become familiar with our practice when they experience the need for outside financing, or when they decide to move on from another firm due to a lack of personal attention or communication. At French, Shepley & Strong, LLC (FS&S), we pride ourselves on not just making sure your financial statements are accurate, but we also take the time to explain them to you from an accountant and lender’s perspective. Frequently clients are unsure as to why receiving financing is as challenging of a task as it is. That’s why we take the time to explain from this perspective, so our clients are more aware of what a lender is looking for when granting credit approval. We were also founded on the principle that just getting a job done is not enough. That’s why as every financial statement engagement progresses, we make sure our clients are aware of its current status, as well as any issues as soon as they arise.

We serve businesses that are start-ups, as well as enterprises that have a long history of successful operations. We have experience in a variety of industries, with deep expertise in real estate, health care and service businesses.

FS&S participates in the Peer Review program administered by the American Institute of Certified Public Accountants (AICPA), the most well-known and largest oversight program which regulates the quality of the financial statements produced by its member firms.

 

FS&S provides a variety of accounting and assurance services, including: Reviewed and Compiled Financial Statements – in Accordance with Generally Accepted Accounting Principles (GAAP), and and in accordance with other comprehensive basis of accounting, including Income Tax Basis and Cash Basis (OCBOA).

I'M AN ORIGINAL CATCHPHRASE

I’m a paragraph. Double click here or click Edit Text to add some text of your own or to change the font. This is the place for you to tell your site visitors a little bit about you and your services.

Consulting
Consulting and Advisory Services

Many of our small and medium sized business clients share the same challenges – they have complicated problems they face, but a limited budget for accounting and finance personnel. One of the most valuable resources we provide to our clients is our many years of experience working with businesses in a variety of industries.

 

A professional relationship with French, Shepley & Strong means that you always have a resource available to use for special projects or general consultations. While most small businesses can’t afford to hire their own CFO, they also don’t need one on staff all the time. That’s why we work with our clients to provide this resource on an as needed basis. The team at FS&S is well experienced to assist you with the myriad of challenges that your business faces.

Some of the Consulting and Advisory services provided by FS&S include:

Budget planning and preparation

Cash flow projections and analysis

Exit strategy formation

External audit preparation assistance

Accounting standards implementation

Financial analysis and reporting assistance

Management consulting and support

QuickBooks accounting setup and assistance

Evaluation of financing alternatives

Outsourced accounting services

Consulting
Consulting and Advisory Services

Many of our small and medium sized business clients share the same challenges – they have complicated problems they face, but a limited budget for accounting and finance personnel. One of the most valuable resources we provide to our clients is our many years of experience working with businesses in a variety of industries.

 

A professional relationship with French, Shepley & Strong means that you always have a resource available to use for special projects or general consultations. While most small businesses can’t afford to hire their own CFO, they also don’t need one on staff all the time. That’s why we work with our clients to provide this resource on an as needed basis. The team at FS&S is well experienced to assist you with the myriad of challenges that your business faces.

Some of the consulting and advisory services provided by FS&S include:

  • Budget planning and preparation

  • Cash flow projections and analysis

  • Exit strategy formation

  • External audit preparation assistance

  • Accounting standards implementation

  • Financial analysis and reporting assistance

  • Management consulting and support

  • QuickBooks accounting setup and assistance

  • Evaluation of financing alternatives

  • Outsourced accounting services

High Net Worth
Consulting and Advisory Services

I'M AN ORIGINAL CATCHPHRASE

I’m a paragraph. Double click here or click Edit Text to add some text of your own or to change the font. This is the place for you to tell your site visitors a little bit about you and your services.

Individuals and their families have unique challenges in managing what we refer to as their second business -  the family’s personal assets.  All clients have different goals, and we work with your other professional advisors to understand and help you plan to achieve these goals in the most tax-efficient manner.  We do not sell or promote any financial products, therefore providing us with an objective viewpoint.

The following is a list of the services we offer to our high net worth clients.

  • Transfer tax and estate tax planning in conjunction with your legal counsel and other financial advisors

  • Planning for multiple generations, including education for the younger generations

  • Utilization of trusts in family planning

  • Evaluation of overall family tax liability

  • Integrated income and estate tax strategies

            

Tax planning strategies related to charitable contributions

  • Assistance with asset selection for charitable gifting

  • Form of gift

  • Use of private foundations and donor advised funds

  • Involvement of future generations

  • Compliance and planning to reduce excise taxes for private foundations

General
General Accounting and Bookkeeping Services

General Accounting and Bookkeeping Assistance – from assistance with everyday accounting questions for sole proprietorships to high level solutions for middle-market companies.