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Services

MASTERS, FOWLIE & ENGELBERG, CPAs provides a wide range of services to individuals and businesses in a variety of industries. At MASTERS, FOWLIE & ENGELBERG, CPAs, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.


Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. MASTERS, FOWLIE & ENGELBERG provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

MASTERS, FOWLIE & ENGELBERG is active in the QuickBooks Advisor program

We have in-house support personnel who can answer your questions comptently and in a highly professional manner.

We can provide training for you and your staff at either your site or at our specially designed workstations.

Reviewed and Compiled Financial Statement Preparation

MASTERS, FOWLIE & ENGELBERG's financial statement services comprise all three levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Buying & Selling a Business

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, MASTERS, FOWLIE & ENGELBERG, CPAs can provide professional know-how to help you successfully structure and negotiate the deal. MASTERS, FOWLIE & ENGELBERG, CPAs employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Accounting Software Selection & Implementation

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. MASTERS, FOWLIE & ENGELBERG's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Accounting system setup and support

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