Our Services

As a full-service firm, Allen & Cook, Inc. offers all the traditional financial services and much more. While the compliance services provided for the traditional financial services are very necessary and important, our expertise extends beyond these to include tax and estate planning, business and financial advisory services, management consulting services and peer reviews.

Our staff works closely together to ensure that the quality of service provided to our clients meets not only our professional standards but also meets theirs was well. Our engagements are staffed by professionals from our accounting, tax and administrative departments who are committed to providing timely and professional services.

As your partner, we take pride in our long-standing client relationships and we are committed to client service, which is demonstrated through a proactive approach, individualized attention, innovative solutions and customized services. By blending a creative and progressive approach with our stable history, Allen & Cook, Inc. is able to meet our clients’ needs in a professional manner.

Tax Services

At Allen & Cook, our comprehensive tax services provide you with an opportunity to control your bottom line and to minimize surprises. Tax planning and consulting is comprised of more than compliance and forms. It should not only reflect a bottom line that you planned for but also provide you with alternatives to meet your financial and retirement goals. Your tax return is a report card that tells you where you have been. Tax planning and consulting can significantly reduce your tax liability.

The federal and state tax laws are becoming more complex each year. Our tax specialists are current in the increasing complexities of the law and will work with you to manage them to your benefit. Our services include:

  • Tax return preparation and compliance
  • Income/Gift/Estate taxation and planning
  • Stock option planning
  • Corporate tax planning, including acquisitions and dispositions
  • Evaluation of tax impact of investments
  • Tax implications of divorce
  • Gifting strategies
  • Trust and estate administration and taxation
  • Representation before taxing authorities

Accounting and Auditing Services

Accounting and auditing encompasses more than the producing of financial statements. There is the understanding and knowledge of where the company has been, where it is now and where the business owners would like to be. Our approach enables us to anticipate, define, and solve business performance issues before they occur. At Allen & Cook, accounting and auditing services are primary services that we provide to our clients. With our expertise and assurance in accounting and audit issues, clients can respond confidently to the financial challenges and decisions that face businesses daily.

Our accounting and auditing services are designed to provide you with a variety of financial tools to help you manage your business. These services include:

  • Audits, reviews and compilations
  • Employee benefit plan auditing
  • Bookkeeping services
  • Financial statement preparation
  • Software installation and set-up