Accounting

Complete accounting services from review to bookkeeping, payroll and taxes.

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Tax Preparation

Complete tax services using integrated tax software to ensure timely tax preparation.

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Business Valuations

We have a sterling reputation for analysis that is thorough and unbiased.

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Startup Compliance

We help you set up policies and procedures paving the path for success.

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Tax Planning

Our team offers complete tax services for accurate preparation.

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Succession Planning

We help monitor and implement successful succession plans.

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Operational Consulting

Services are designed with an emphasis on implementation.

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Litigation Support

Providing analysis and expert testimony in a variety of areas.

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YOUR DAY-TO-DAY ACCOUNTING

Our goal is to continue to grow enabling us to improve service as a result of increased resources, broadened staff knowledge and experience, and the development of specialties designed to meet the needs of our clients. In return, we accept our responsibility to maintain the level of quality expected by our profession and clients and to participate in strengthening small businesses in our community. Business partners, partners with our staff, clients and community, working together to reach our maximum potential.

Accounting

Our experienced and knowledgeable accounting professionals provide services that are both in compliance with professional standards and professional presentation of financial information. We are members in good standing of the American Institute of Certified Public Accountants (AICPA), Private Companies Practice Section (AICPA PCPS), the Ohio Society of Certified Public Accountants (OSCPA) and the Michigan Association of Certified Public Accountants (MASCPA). We also participate in the AICPA Peer Review Program.

From bookkeeping to financial statement preparation, we will help you achieve the degree of accountability you need while improving your business performance. We can also help you find practical, cost-effective ways to comply with new and changing standards.

ACCOUNTING SERVICES

Tax Preparation

At Mosley, Pfundt & Glick, Inc. we strive to bring clarity to complex tax matters, help you resolve difficult challenges and add value to your business. With a reputation for being trusted professionals with extensive experience, our team of certified public accountants specialize in working with small to medium sizes businesses.

Our team of CPAs can provide tax planning services as well as tax compliance. We welcome ALL clients who need tax services in the areas of individual income, partnership/LLC, corporate, trust and estate income tax, employee benefits, gift tax and payroll compliance.

Startup Compliance

The dream of owning your own business and being your own boss is exciting. However, it's the organization, policies and procedures that determine whether your business will make it. We will help you enjoy the satisfaction that comes from owning your own successful business.

An organized plan needs to be in place before you can work toward the dream of owning your own successful business. The path that you choose determines if success is in your future. At Mosley, Pfundt & Glick, Inc., we help new business owners take the right steps to lead toward success.

Business Valuations

Mosley, Pfundt & Glick, Inc. provides timely and unbiased business valuation services. Our valuation professional brings over 20 years of business valuation experience, completing hundreds of business valuations across a wide range of industries. We have a sterling reputation for analysis that is thorough and unbiased. Our reports comply with professional standards and supportable methodologies. If necessary we provide factual testimony that clearly supports our valuation conclusion.

Tax Planning

We take an innovative approach to tax planning, seeking out the most advantageous solutions for our clients supported by prevailing rules and regulations. Our tax plans are designed to optimize the tax characteristics of a transaction to meet the goals and objectives of our clients. We also provide assistance with implementation of our recommendations. We offer years of experience in developing tax plans for corporate, partnership, individual, estate and trusts. Our tax professionals are knowledgeable in Federal, State and Local tax related matters including income taxes, multi-state tax issues, sales tax, employment taxes, excise tax and estate tax.

Succession Planning

Our succession planning services are designed to proactively plan for transitioning company ownership to younger family members or key employees. We will assist in the design of your company's succession plans to provide maximum benefits to the shareholder(s) and owners while minimizing the tax consequences to the shareholder and successor owners.

We seek to achieve a balance between the benefits to the outgoing shareholder(s) and owners and the long-term financial viability of the business. We will assist in the monitoring of the implementation of the succession plan to ensure that the plan will be completed as intended. We will assist in the design of your succession plans that are specific to each situation and meet the specific goals and needs of the shareholder and successor owners.

Financial & Operational Consulting

Our experience indicates that the most challenging part of consulting is not developing good ideas, but trying to implement these good ideas successfully. Our Financial and Operational Consulting services are designed with an emphasis on implementation.

We develop solutions that may arise in financial and operational areas of your business and assist you in managing the implementation of the solutions by reviewing your financials and updating procedures. We will assist you in developing benchmarks to measure your business successes and identify areas of potential improvement.

Litigation Support

Our experienced professional staff provides litigation support services including analysis and expert testimony in areas such as:

  • Economic damages
  • Lost profits
  • Valuations
  • Fraud
  • Accounting transactions
  • Taxes