Tax Services

At Sweeney Kovar, we understand the importance of addressing tax issues and strategies all year long. Our tax planning and research experts continuously monitor federal and state regulatory environments, ensuring that our clients receive every tax advantage entitled by law and avoid any potential complications.  We meet with clients throughout the year to insure they are aware of potential changes that may affect their personal situation.  Our objective is to help you develop tax strategies that ensure maximum cash flow, minimum liability, and compliance with ever-changing tax laws.

From a tax perspective, the professionals at Sweeney Kovar can help you with:

  • Advanced tax planning
  • Entity selection
  • Estate, trust and gift taxation
  • Section 1031 Tax-Deferred exchanges
  • Merger and acquisition analysis
  • Federal and state tax compliance
  • IRS Audit support and defense

Audit & Accounting Services

Understanding your business and the accounting risks you face is our top priority.  We learn everything we can about your business in order to understand the issues you face.

Many of the auditors at Sweeney Kovar have worked in private industry and understand the challenges faced by today’s businesses.  At Sweeney Kovar, we not only deliver your audit report, we deliver operational insight to help you better run your business.  As a local firm with experienced auditors who have been with us for many years, you can count on our commitment and responsiveness.

We conduct audits and provide accounting services for a wide range of companies, including manufacturing, franchisors, construction, distributors, healthcare, technology, law firms and non-profits. We offer a full range of assurance services to meet your needs, including:

  • Financial statement audit
  • Financial statement review
  • Financial statement compilation
  • Employee benefit plan audits
  • Agreed-upon procedures
  • Internal control evaluation

Litigation Support

Commercial and personal disputes are becoming more frequent and complex. In many cases we work with counsel to formulate an effective discovery plan and review and analyze other business records and opposing testimony. We help to summarize the facts in order that the parties and their counsel can make meaningful decisions.

In Family Law matters, we work closely with clients and their attorneys to analyze the complex issues associated with Divorce. In addition to expert testimony, we have also been appointed as Section 730 experts in order to help facilitate settlements.

We have provided expert testimony and consultation covering a broad range of cases involving:

  • Wage and earnings loss
  • Business fraud
  • Lost profit calculations
  • Economic damages
  • Construction claims and damages
  • Analysis of income available for support
  • Analysis of assets and liabilities for marital settlement purposes

Quickbooks Support

QuickBooks® has become one of the more popular business accounting software packages and is used by many business owners. Proper setup of this software by a knowledgeable, trained professional who has designed it specifically for your unique business needs will save you time and money.

At Sweeney Kovar, our QuickBooks experts can assist you with not only the initial set-up, but ensure that you are receiving the following benefits:

  • Improved financial reporting to help our clients monitor and manage their business
  • Customize QuickBooks for our client’s individual business needs
  • Training to fully use the powerful capacity of QuickBooks