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Services


For individuals, families, and businesses, accurate and timely financial information is a necessity. Mayer and Company can assist you in reaching for your financial goals. Due to our firm's size and choice of direction, our clients receive personalized, quality services including:


Financial Planning Services

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

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Accounting Services

  • Perform General Accounting and Bookkeeping Services
  • Compile or Review Business Financial Statements
  • Compile Personal Financial Statements
  • Design and Install Accounting Systems
  • Review and Evaluate Internal Accounting Controls

Payroll Services

  • Process Payroll Checks
  • Prepare Necessary Witholding Deposits
  • Prepare Quarterly Payroll Tax Returns
  • Year end Payroll Reports and W-2's

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

Management Advisory Services

  • Professional Advice on Profit Enhancement and Business Opportunities
  • Develop Business Plans and Budgets
  • Perform Cash Flow Analysis and Recommend Improvements
  • Evaluate Financing Alternatives and Assist with Loan Applications
  • Perform Return-on-Investment and Lease / Buy Analysis
  • Review and Evaluate Computer Systems and Software

    Real Estate Accounting

    Many of our clients own real estate for rentals and/or investment purposes. Our role is informing our clients as to what expenses are deductible, computing depreciation expense, if appreciable, and determining the taxable gain or loss when the property is sold.

    Estate Planning

    Individuals still need to properly plan to ensure the majority of their estate will be passed on to their beneficiaries, rather than the Internal Revenue Service or State Tax Department. Determining whether a person should increase their annual gift giving or create a special trust to receive their estate assets should be reviewed on an individual basis. Our objectives are to assist our clients in trying to ensure their estate assets are transferred to the beneficiaries as desired and the transfer of assets is as tax favorable as possible.


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