Our experienced team conducts compilations, reviews and audits primarily of low-income housing projects and local municipalities based in DE and MD.
Even small businesses can benefit from a skilled chief financial officer or controller. Get one at a fraction of the cost with our outsourced controller services.
During the business valuation process, our firm will work with you to develop an opinion regarding the value of your business, or of your ownership interest.
Personal Financial Planning
Heritage Financial Consultants will work with you to understand your family's financial needs and help you select the best investments and insurance for you.
We specialize in taxpayer advocate services for both businesses and individuals. If you've received a notice from the IRS contact us immediately!
As Certified Quickbooks ProAdvisors, our expert staff is equipped with the skills and knowledge to install, setup, train and support all of our Quickbooks clients.
À La Carte
The following is intended to be a comprehensive list of all of the financial and accounting services that Lank, Johnson & Tull, CPAs offers. These services are listed here free from their associations with all other plans, packages and products. They are available to all clients and prospective clients alike on an as-needed basis.
- Strategic Tax Planning
- Tax Return
- Financial Statement Preparation
- Business Adviser
- Business Formation Assistance
- Business Plan Development
- Business Loan Assistance
- Debt Restructuring
- Succession Planning
- College Savings Planning
- Retirement Planning
- Estate & Trust Planning
- Compilations and Reviews
- Agreed Upon Procedures
- Audit Services
- Business Valuations
- IRS Representation
- Outsourced Controller Services
- Personal Financial Planning
- QuickBooks Support