Wathen, DeShong & Juncker: Services Offered

Services Offered

Secure File Exchange (SFE) and Client Portal
Upload documents securely Download documents and schedules securely	Access documents such as historical tax returns and financial statements 24/7 securely through our client portal.
Financial Reporting
Audited Statements Reviewed Statements Compiled Statements	Special Purpose Reports Fraud Examinations Forensic Accounting
Tax Return Preparation
Individuals Corporations Partnerships Not-for-profit	Trusts Estates Payroll Employee Benefits
Financial and Tax Planning
Retirement Planning Estate & Wealth Accumulation Planning Financial Forecasting & Budgeting	Reorganizations, Expansions, & Mergers Family Business Succession Planning
General Accounting and Consulting
QuickBooks Installation & Consulting Payroll Accounting Dial-A-Check Payroll Services	Business Consulting Information Technology ConsultingGeneral Ledger Accounting
Financial Analysis
Buy/Sell Elections General Investments Analysis Business Valuation	Credit Analysis Insurance Plan Analysis