Services

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Compilation, Review, and Audit Services

Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

Tax Services
Grippin Donlan Pinkham offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm can prepare all federal, state and local income and payroll tax returns for individuals and businesses.

Estate, Gift and Trust Tax Return Preparation
Grippin Donlan Pinkham provides expert preparation of federal and state estate, gift, and trust tax returns.

Estate Planning
Grippin Donlan Pinkham offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Tax Planning
Grippin Donlan Pinkham continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full income tax preparation and filing services.

IRS and State/Local Representation
Grippin Donlan Pinkham knows the income tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.


Management Advisory Services
Grippin Donlan Pinkham offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.


Business Valuations
Grippin Donlan Pinkham provides cost-effective business valuation services, quickly and efficiently.


Buying & Selling a Business
Grippin Donlan Pinkham advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.


Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. We have the knowledge to protect your assets from employee theft. If you engage us to do so, we can design and help implement systems to detect and deter fraudulent activity.


Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle -- or an even better one -- than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.


Financial Forecast and Projections
Grippin Donlan Pinkham provides complete financial and business forecasting services, including proforma projections. We will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.


Accounting Software Selection
If your accounting records are not providing you with the timely and accurate information you need to manage your business, we can help. We can help you improve your system or find replacement software. We are an authorized SAGE reseller, offering full range solutions using Business Works software. Please visit the Sage website at www.Sage.com.


Consulting Services
Grippin Donlan Pinkham offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.


Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, we can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.


Financial Planning
At Grippin Donlan Pinkham we guide you with indepth financial strategies to answer the taxing questions that lead to a sound financial plan designed for you and your individual circumstances. We begin with a full insurance analysis, including review of disability, life, and long-term care risks and coverage. We can analyze your personal budget to improve current and future cash flow, help with tax saving strategies, and guide you with complete retirement plan analysis. Whatever your stage in life, you can count on us to help you design a thorough personal financial plan tailored to your specific goals and desires.


Litigation Support
Grippin Donlan Pinkham can provide a full range of assistance for you and your legal counsel including
expert witness testimony in the areas of business valuation, accounting malpractice and other matters requiring forensic accounting expertise.

Cash Flow & Budgeting Analysis
Grippin Donlan Pinkham offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.


Lifestyle Management Services
Life can become quite overwhelming as you get older. The Lifestyle Management Service offered by Grippin Donlan Pinkham is designed to assist you in this time of your life. Together, we can customize a plan that fits your needs. This can include a variety of services, such as making bill payments, estate planning, monitoring investments, arranging for in-home care, home maintenance and more. Please call us for more information on Lifestyle Management Services we offer.