Specialized Services

One of the benefits of putting people first is that Sweeney Conrad deeply understands the needs and nuances of our clients. We recognize that your needs sometimes stretch beyond audit, tax, and advisory services, or require a more in-depth level of expertise. We’re pleased to partner with you in these situations by providing a variety of specialized services. As with our core services, you’ll receive close shareholder involvement, personalized and highly responsive service at a reasonable cost, and regular and candid communication. Above all, we’ll work closely with you to meet your needs so you can achieve your goals and secure a prosperous future.

Small Business Accounting

  • Compile monthly, quarterly, and annual financial statements
  • General ledger preparation
  • Payroll and payroll tax reporting
  • Washington State sales and B&O tax returns
  • Personal property tax reporting
  • Prepare corporate income tax returns
  • QuickBooks software training and support
  • Determine local and federal business tax reporting requirements
  • General business advisory services

Family Office Services

  • Determine your family office’s structure, control, and accounting needs
  • Ongoing accounting and tax services
  • Assess internal control and operations
  • Prepare personal financial statements
  • Bookkeeping services — from our office or yours
  • Compile, review, and audit family or related entities
  • Advise on business management issues
  • Moderate family financial discussions and provide guidance for successive generations
  • Consult on the personal use of business aircraft, including minimizing sales, use, property, and excise taxes
  • Provide due diligence related to an investment purchase or sale

Estate Planning

  • Federal estate and income tax planning
  • Business and wealth succession planning
  • Elder care issues
  • Risk management
  • Charitable intention planning
  • Preserving family wealth
  • Retirement planning

Litigation Support

  • Business valuation consultation
  • Property settlements
  • Divorce-related issues
  • Contract disputes
  • Professional malpractice
  • Buy-sell agreements
  • Business interruption
  • Fraud
  • Tax compliance