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Our Services

AgeeFisherBarrett, LLC not only provides traditional accounting and auditing services, tax planning and preparation, and management advisory services but also offers specialized services developed exclusively for emerging to midsize clients.

Audits/Internal control:

System analysis and documentation, Quarter/periodic reviews to monitor compliance with controls, SAS-70, 401(k) audits, 403(b) audits, Forensic Accounting.

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Specialized Tax Services:

Last-in/First-out (LIFO) inventory valuation, Leasing analysis, estate valuation and planning, sales tax reporting, representation before the Internal Revenue Service, Life Settlement Services, Cost Segregation, Cancellation of Debt (COD), Form 5500 Filing Requirements.

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Acquisitions - Sales or Mergers:

Assistance in negotiations, Tax and business structure, Loan acquisitions, real estate, working capital , Franchise applications and structure, Business plans.

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Operational:

Business succession plans, Trend analysis, Forecast and budgets, Comptroller/Controller training, Recruiting/Staffing.

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Information Technology:

Web Sites, Computer Hardware, Software Selection, Setup and Implementation, Mobile Office Environments, Telecommuting, Network Design/Implementation, Disaster Recovery Planning, Backups.

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