Practice Areas:
When you engage Currie, Pangerl & Associates, Ltd, you will benefit from an experienced and professional client service team. Through our ongoing communication, we strive to stay closely involved with each client, achieving the best service possible in the most responsive and efficient manner. The following are some of the services we provide to help you realize the most from your hard work:

Tax Planning & Preparation:

Being proactive when it comes to your taxes at both the business and individual level can result in substantial tax savings. With the complex changes in today’s tax environment, we are committed to stay abreast of changes in the tax laws. We provide our individual and business clients with the expertise and knowledge necessary to assist them with compliance and strategic tax planning. Some areas in which our tax specialists may assist you are:

1. Business Income Tax
2. Entity Selection for New or Existing Businesses
3. Individual Income Tax
4. Not-For-Profit Annual Returns
5. IRS and State Representation
6. Determination of Estimated Tax Deposits

Accounting & Auditing:

Our commitment is to provide financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial data ensures that our clients’ operations run more efficiently on a daily basis. Strong, lasting relationships between our staff and clients are an important part of the way we do business. We provide a full range of services from general ledger and financial statement preparation to audits of financial statements and accounting system design and implementation. Some of the services we provide include:

1. Compilations
2. Forecasts, Projections and Budgets
3. Reviews
4. Accounting and Bookkeeping Services
5. Audits
6. Payroll and Sales Tax Assistance

Financial & Estate Planning:

With estate tax rates beginning at 37 percent and increasing to 55 percent, proper estate and gift planning can result in significant tax savings, which allows the taxpayer to transfer more to his or her heirs. As your financial consultants, we work to increase your net worth, helping you to plan for a comfortable retirement and then planning with you to minimize estate taxes. Some of the ways we can assist you in retirement/estate planning are:

1. Plan for Lifetime Gifts
2. Identify Tax Savings Strategies for Your Estate
3. Develop a Succession Plan for your Business
4. Estimate the Estate Tax Burden of your Estate

Tax Compliance:

Determining what returns you are required to file can be a complicated process, especially for individuals and businesses with activities in various states. Our tax professionals can prepare your federal, state and/or multi-state tax returns taking into account the latest tax law changes in order to assure that you are not paying more taxes than required under the current law.