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Services

Habenicht Novak & Birckbichler, CPAs knows that no two clients are exactly alike. We provide the type and level of service tailored for each specific client. Summarized below are just some of the specialized services our experienced and knowledgeable staff are available to provide:


Financial Statement Audits, Reviews and Compilations

Third parties who rely on your financial statements often require an audit, review or compilation. Our level of assurance services can be tailored to meet your needs and may include the following:

  1. Examination of your company's financial statements' adherence to generally accepted auditing standards
  2. Examination of internal controls
  3. Complete, substantial testing of the information underlying your financial statements
  4. Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships and we pledge to provide quality, up-to-date tax return preparation and advice for individuals, sole-proprietors, partnerships, LLCs and corporations.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize our client's tax liabilities and to maximize future opportunities.

Business and Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Habenicht Novak & Birckbichler provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Business Plans and Budgeting
  • Tax Implications of Investment Decision
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Accounting Software Installation & Support

Whether it's choosing the right accounting software for your business or getting the most out of your existing program, we have experienced professionals to assist you with a variety of applications including but not limited to:

  • QuickBooks
  • Peachtree
  • MAS 90/200/500

Bookkeeping and Payroll Services

In the business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. Two of the most time consuming tasks businesses face are bookkeeping and payroll.

We are available to serve as a trusted, accessible business partner to handle your bookkeeping and/or payroll functions, from recordkeeping and issuing checks to filing the necessary payroll tax returns. We can tailor our level of services to meet your specific needs.

Other Services

When it comes to ESOPs, litigation support, mergers, acquisitions, divorce settlements and buy-sell agreements, we can guide you through what can sometimes be a complicated issue, with comprehensive analysis and guidance that will help you make informed decisions.


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