Full Practice Catalog

Comprehensive CPA & Financial Advisory Services

Harrod & Associates, P.S.C. delivers deep technical skill across tax compliance, financial auditing, daily ledger operations, and strategic advisory.

Corporate, Individual & Estate and Inheritance Taxation

Comprehensive, proactive tax compliance and strategic estate wealth protection for businesses and high-net-worth individuals.

Core Capabilities Included

Corporate income tax returns (C-Corp Form 1120, S-Corp Form 1120-S)

Partnership and LLC tax compliance (Form 1065)

Individual federal and multi-state income tax returns (Form 1040)

Estate, trust, and gift tax filings (Form 706 & Form 1041)

IRS and state department of revenue audit defense & representation

Cost segregation and tax credit analysis (R&D, energy credits)

Auditing & Accounting

Independent financial audits, reviews, compilations, and internal control evaluations to ensure accuracy and foster investor trust.

Core Capabilities Included

GAAP financial statement audits for private companies

Financial statement reviews and compilations

Employee Benefit Plan Audits (401(k) / ERISA compliance)

Internal control evaluations & fraud deterrence reviews

Agreed-Upon Procedures (AUP) engagements

Loan covenant compliance reporting

Tax & Financial Planning

Year-round tax minimization planning, capital expenditure timing, exit strategies, and personal wealth preservation.

Core Capabilities Included

Quarterly tax projection & estimated tax optimization

Business succession & ownership transition planning

Executive compensation & retirement plan structuring

Asset protection & family wealth transfer planning

Entity structure optimization (LLC vs S-Corp vs C-Corp)

Cash flow forecasting & debt restructuring strategies

Bookkeeping

Turnkey accounting management, month-end closing, and real-time ledger maintenance tailored to your business.

Core Capabilities Included

Full-charge month-end and year-end ledger reconciliations

Accounts Payable (AP) and Accounts Receivable (AR) management

Bank and credit card reconciliations

Monthly & quarterly financial statement preparation

QuickBooks Online & Enterprise set-up, training, and cleanup

Monthly management financial dashboards & KPI reports

Nonprofit Accounting & Advisory

Specialized fund accounting, Form 990 preparation, Single Audits, and governance consulting for tax-exempt organizations.

Core Capabilities Included

Form 990, 990-EZ, and 990-PF annual return preparation

Uniform Guidance / Single Audit compliance for government grants

Restricted vs. unrestricted fund accounting ledger maintenance

Board of directors financial governance & education

Unrelated Business Taxable Income (UBTI) analysis

501(c)(3) application & tax-exempt status reinstatement

Business Consulting & Advisory Services

High-impact advisory for business valuations, M&A due diligence, fractional CFO guidance, and strategic growth.

Core Capabilities Included

Fractional / Interim CFO and Controller services

Business valuations for sales, mergers, or dispute resolutions

Mergers & Acquisitions (M&A) buyer/seller due diligence

Operational process improvement & margin expansion

Budgeting, variance analysis & capital allocation modeling

Key performance indicator (KPI) benchmarking against industry peers

Ready to Discuss Your Organization's Financial Needs?

Our CPA team is available Monday through Friday, 8:00 AM to 5:00 PM EST. Contact our office to schedule a consultation or request an audit proposal.