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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.

Personal Tax Services

  • Tax Return Preparation
  • Advanced Tax Planning
  • Estate, Trust & Gift Tax
  • Section 1031 Tax Deferred Exchanges
  • IRS Correspondence

Business Tax Services

  • Corporate Tax
  • S-Corporation Tax
  • Limited Liability Companies
  • Partnerships
  • Sole Proprietors
  • Not-For-Profit
  • Merger & Acquisition Analysis

Accounting Services

Financial Statements

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 CPAs 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 Financial Statement report, we deliver operational insight to help you better run your business. As a local firm with experienced CPAs who have been with us for many years, you can count on our commitment and responsiveness.

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

  • Financial Statement Reviews & Compilations
  • Financial Statement Preparations
  • Interim Financials
  • Internal Control Evaluations

Client Accounting & Advisory Services

Client Accounting & Advisory Services means putting your business needs first. Utilizing our education, knowledge, experience and expertise we help you strategically manage your ‘accounting’ and offer services tailored to your situation. As a business leader, you need information that’s timely and relevant in order to drive the decisions you make every day. Our client accounting & advisory services (CAAS) practice addresses that need by leveraging best-in-class technologies to deliver customized accounting, finance, and operational assistance.

  • Outsourced Accounting Services
  • Financial Statements
  • Cash Flow Management
  • Bookkeeping
  • Accounts Payable (Bill Pay)
  • Bank Reconciliations
  • Payroll Processing
  • Year-End Adjustments
  • Capital Assets and Depreciation
  • QuickBooks
  • Budgeting & Analysis
  • Tax Savings Strategies
  • Controller Services
  • Business Advisory