Our Financial Services

Tax Planning & Consulting

Understanding tax consequences of business structures and transactions is a crucial component of an effective business strategy. Desroches Partners offers integrated consulting and planning for businesses and their shareholders regarding all phases of enhancement and management strategies, structuring entities, mergers and acquisitions, managing state, local and federal tax exposure, as well as minimizing multiple taxation on international earnings and cross border transactions.

Estate & Succession Planning

Although estate and succession planning is not always the most comfortable topic to talk about, in most cases the conversation can’t start soon enough. A sophisticated, well designed estate or succession plan minimizes the tax burden on your heirs and beneficiaries, helps preserve family assets for multiple generations, and ensures that assets are managed in a way that meets your objectives. Desroches Partners focuses on comprehensive wealth transfer and estate tax reduction strategies, as well as business succession planning, tailored to each individual client.

Tax Compliance

In addition to tax planning and consulting, our tax compliance services provide efficiency and access to our professional staff. We offer a multitude of federal and multi-state income tax services, sales and use tax preparation, as well as U.S. tax compliance regarding international businesses, individuals, and transactions. Desroches Partners also possesses the capability to represent you in IRS and state tax audits.

Audit Services

We provide audit, review, and compilation services to privately owned companies to help them meet the reporting requirements imposed by lenders, sureties, outside investors, and other governmental and tax regulatory agencies. Our team at Desroches Partners works hard to accelerate the overall reporting process while making sure that all your financial statements are true and correct. Our audit services include financial statement audits, single audits, reviews, compilations, and more.

Our approach allows us to properly plan and perform each engagement with minimal interruption to the day-to-day business, while accelerating the overall reporting process. We partner with our clients to strengthen internal controls, increase profitability and productivity, and provide strategic business advice to help make informed business decisions.

Client Accounting Services (CAS)

The objective of the Client Accounting Services team is to provide strategic value-added services that deepen client relationships and deliver information that improves business processes and profitability. Services offered include – financial statement preparation, write-up, cash flow management, bank and credit card reconciliations, payroll, sales tax, fixed asset and depreciation maintenance, software training, and CFO support services (which include financial analysis/strategy for clients).