Services

Accounting

• Review or Compilation of Financial Statements

  Review of Financial Statements Novak Birks, P.C. can provide "limited assurance" that financial statements require no material modification for them to conform to a comprehensive basis of accounting. These reviews provide a limited level of assurance on financial statements. AsLearn more

• Payroll Services, W-2s, and 1099s

  Novak Birks, P.C. provides payroll services that can help you reduce the time spent on administration. Our payroll services include: Preparation of quarterly and annual returns for employee withholding and employer taxes Year-end W-2, W-3, and 1099 forms. If youLearn more

• Bookkeeping/Writeup

  Novak Birks, P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. We can maintain a general ledger for you and provide a detailed trial balance or management-use statementsLearn more

• QuickBooks® Consulting

  Novak Birks, P.C. will install QuickBooks® on your stand-alone computer or server, as well as your clients', if networked. We create and correctly configure your company on QuickBooks® to start you off right. Intuit's QuickBooks® accounting solutions consist of QuickBooks® Pro,Learn more

Tax Services

• Individual Taxation

  We help you tax plan to save money and reduce taxes with before year-end planning to implement appropriate tax law changes. We can also help you estimate your taxable income before the end of the year so you can planLearn more

• Corporate & Partnership Taxation

  We help your business save money and reduce taxes by choosing an appropriate entity form, implementing appropriate tax laws and changes, before year-end planning, estimated tax liability computation, and year-round monitoring. Planning services can include developing strategies for planning compensation,Learn more

• Not-For-Profit & Exempt Organization Taxation

  Novak Birks, P.C. can provide nonprofits with IRS filings, including the preparation of Form 990 and Form 990-T. We can also prepare any necessary state tax filings that may be required for your nonprofit organization. Our seasoned professionals will provide youLearn more

• Estates & Trust Taxation

  Count on Novak Birks, P.C. to provide you with effective estate and trust planning. This service can ensure financial security for loved ones, or for business owners, it can maintain a smooth succession of ownership. Our role is to helpLearn more

• IRS Audit Consulting & Representation

  Professional representation is vital in the event of an audit Novak Birks' extensive experience with taxing authorities enables us to guide clients in their dealings with federal, state, and local agencies. If you have been chosen for an audit or merelyLearn more

• Tax Credits & Incentives

  The seasoned tax professionals at Novak Birks, P.C. can help businesses take advantage of many tax credits and incentives that are available through the state and federal government. Contact our tax professionals to learn how your organization can benefit fromLearn more

Audits

• Employee Benefit Plan Audit

  Novak Birks, P.C. has been providing employee benefit plan audit services for more than 30 years. We understand the complexity of employee benefit plans and the numerous regulatory requirements. Our team of seasoned professionals has the expert knowledge and experienceLearn more

• Not-For-Profit Audit

  Novak Birks, P.C. has been providing tax and audit services to wide variety of nonprofit organizations, including charities, foundations, churches, religious organizations, country clubs, professional and trade associations, and cultural institutions. We understand the issues the not-for-profits face, such asLearn more

• For-Profit Audit

  Novak Birks, P.C. provides auditing services to help you grow your business and help your clients understand your financial statements. Many federal agencies require audits of for-profit entities that participate in federal programs. These audits are generally required to beLearn more

• Governmental Audit

  Novak Birks, P.C. is dedicated to providing specialized audit services to the public sector. Our seasoned professionals understand the unique restraints placed on the public sector and accountability is essential for every government entity. Our team has extensive public financialLearn more

• Homes/Condo Association Audit

  Novak Birks, P.C. provides professional tax and accounting services to condominiums, cooperatives, and homeowners’ associations. Many organizations, including condominiums, cooperatives, and homeowners’ associations are required, by law, to produce some type of formal accounting report for third party review atLearn more

Employee Benefit Plans

• Employee Benefit Plan Audit

  Novak Birks, P.C. has been providing employee benefit plan audit services for more than 30 years. We understand the complexity of employee benefit plans and the numerous regulatory requirements. Our team of seasoned professionals has the expert knowledge and experienceLearn more

• Employee Benefit Plan Taxation - Form 5500

  We can prepare the annual Form 5500 for your employee benefit plan (including pension, 401(k), and health and welfare plans). Our seasoned professionals can help you avoid filing penalties, reduce preparation costs, and electronically file Form 5500 easily. We understandLearn more

• TPA Services

  Novak Birks, P.C. provides full-service third party administration retirement plans. Our firm focuses on working with defined contribution and defined benefit pension plans. Our seasoned professionals have the expert knowledge and experience required in annual administration, pension tax filings, auditsLearn more