Tax

• IRS Audit Representation

• Tax Projections

• Tax Planning

• Bonus Check Withholding Calculations

• Communications of Tax Changes

• Financial Statement Processing

• Accounts Payable processing

• Cash Management

• Consulting and Advising

• Business Planning

Payroll

• Processing paychecks / direct deposits

• Filing & depositing of all withholding &
employer taxes

• Filing & payment of all qurterly & annual
payroll tax returns & reconciliations

• Importing of the payroll into the General
Ledger

• Workers' Compensation filing

• Integration with time keeping and benefits

Retirement

• Plan Design, Consulting and Setup

• Plan Documents

• Participant and Trustee Reporting

• Employee Meetings

• Form 5500

• Coverage and Compliance Testing

Financial

• Financial Statement Preparation

• Cash Flow Planning

• Income Tax Planning

• Risk Management and Insurance Analysis

• Education Planning

• Retirement Planning

• Estate Planning and Investment Planning

Human Resources

• Employee Benefits Consulting

• Employee Handbook

• 125 Administration & Claims Processing

• DOL Audits

• Insurance Analysis & Coordination

• Hiring Procedures

• Behavioral Testing

Divorce

• What is considered marital property?

• How to value your marital property.

• How retirement accounts and
pension funds are divided

• Whether you should keep, sell
or refinance your house.

• Setting up a budget

• Long-term implications of your divorce settlement

• Tax implications of any decisions made
during negotiations.

• Support your case should you go to
divorce court

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Pohlman and Talmage CPS's, Inc. is a firm that always listens to our business and personal financial needs as a client, they are always willing to advise us, teach us and guide us toward the future. Greg Notestine, D.D.S.