SERVICES

Audit Services

For Profit
Government
Nonprofit

Small Business Services
Govermental & Nonprofit Services
Tax Services
Personal Financial Planning
Estate and Trust Tax Returns

 

SMALL BUSINESS SERVICES

At Andrea & Orendorff, we are here to help you manage and grow your business with our personal service and attention. We believe that your accounting system is a valuable management tool and we want you to understand it. Using this same philosophy, we seek to understand your specific business and industry. With these goals in mind, we can help you advance your business and manage your growth.

  • Reviews and Compilations of Financial Statements
  • Business Startup - Entity selection
  • Accounting Software and Implementation
  • Bookkeeping
  • Payroll Services
  • Cash Flow Analysis
  • Forecast and Projections
  • Lease/Buy Analysis
  • Personal Financial Statements
  • Business Tax Return Preparation
  • Succession Planning
  • Buying/Selling a Business
  • Advisory Services
  • Quickbooks Advisors
  • Financial Statement Audits
  • Getting Your Books Ready for an Audit
  • Preparing the Financial statements and Notes for your Audit

 

 

GOVERNMENT/ NONPROFIT CONSULTING & AUDIT SERVICES

For over 25 years, Andrea & Orendorff has been helping governments and nonprofits work more efficiently and maximize funding. We provide governmental services for small municipalities to major county governments. Our nonprofit clients include a wide assortment of health and human service agencies, community based organizations and W-2 agencies. Let our experienced, professional staff help you achieve fiscal well being.

  • Financial Statement Audits - our specialties include:
    • GASB 34 Audits
    • Single Audit Circular A-133
    • Yellow Book Audits
  • Getting Your Books Ready for an Audit
  • Preparing the Financial statements and Notes for your Audit
  • Fiscal Management / Consulting
  • Supportive Services
    • Grant Preparation
    • Cash handling procedures and training
    • Budget Preparation
    • SSI Billing
  • Accounting Software and Implementation
  • Writing Procedure Manuals
  • Nonprofit Tax Returns including Unrelated Business Income Tax
  • Application to become a nonprofit organization

 

 

TAX PREPARATION SERVICES

Andrea & Orendorff delivers cost effective, efficient tax services for your individual and business needs. Our compliance services and innovative tax planning are designed to help you minimize both your current and future tax liabilities so you can keep more of your hard earned income. We meet with you face to face to understand your specific needs. Our staff attends numerous trainings so we can provide you with timely and accurate advice throughout the year.

Services:

  • Individual Tax Preparation & Planning - Electronic Filing in all states
  • Business Tax Preparation:

    Corporate
    S Corporation
    Partnership
    Sole Proprietors
    LLC & LLP

  • Multi-state Preparation
  • Entity Selection
  • 1031 / Starker / Like-Kind Exchanges
  • Pension Plan Implementation
  • Nonprofit Tax Return Preparation

 

 

ESTATE & TRUST SERVICES

Andrea & Orendorff will work with you to develop a plan that ensures that your hard-earned assets will pass to your beneficiaries according to your wishes. We will prepare returns, being cognizant of legislative changes and making necessary tax elections, so that taxes are minimized and the ultimate distribution of wealth to your beneficiaries is maximized.

  • Form 706, Federal Estate (and Generation-Skipping Transfer) Tax Return
  • Form W-706 Wisconsin Estate Tax Return and other state's Estate Tax Returns
  • Form 709, Federal Gift (and Generation-SkippingTransfer) Tax Return 
  • Federal and State Fiduciary Income Tax Returns
  • Decedent's Final Individual Federal and State Income Tax Returns

Supporting Services to Attorneys and Executors: 

Our services include:

  • Tax Return preparation and review
  • Estate & Trust administration
  • Probate Court accounting and reporting
  • Asset Inventory preparation
  • Proposed estate plan tax consequence evaluation

 

 

PERSONAL FINANCIAL PLANNING

Andrea & Orendorff believe that professional unbiased financial advice is something everyone can benefit from. Many financial advisors accept clients only if they meet certain income and net worth requirements. Andrea & Orendorff's firm wide resources are available for all of our clients regardless of income or asset level. If you simply need a one-time or periodic consultation, we can meet with you on an as-needed, hourly basis.

A&O is a fee only financial planning firm. Our fees are based solely on the amount of time spent evaluating your financial situation. We do not charge commissions or accept third party referral fees for the sale of investment products. This allows you to receive unbiased financial advice.

Services provided:

  • Retirement Planning
  • Education Funding
  • Insurance Needs Analysis
  • Financial Check-ups
  • Income Tax Planning
  • Windfall Planning
  • Investment Asset Allocation
  • Employee Benefit Analysis
  • Estate Planning
  • Stock Options