A Handbook To What We Do At Gogerty & Associates PLC

Author: Gogerty & Associates PLC | | Categories: Accounting Services , Payroll Services , Tax Services


As an individual or business owner, you are likely to at some point need assistance in managing your accounts and maintaining your books. Additionally, filing your taxes can be cumbersome depending on the size and scale of your business and require professional tax preparation assistance. If you’re in need of accounting or tax assistance, you need the services of a CPA (Certified Public Accountant). CPA is a designation provided to licensed accounting professionals in the United States, allowing them to provide accounting services to the public. CPA firms provide accounting, auditing, financial, and consulting services to non-profit, private, and public businesses.

At Gogerty & Associates PLC, we offer a wide range of services to individuals and businesses in various industries. At the same time, we strive to meet your specific needs in an ever-changing financial and regulatory environment. To see how we can assist you with your accounting and tax requirements, here’s a list of our services that can transform your accounting process and ensure you are compliant and save on your taxes.

1. Tax planning and preparation
At Gogerty & Associates PLC, we leverage our experience and expertise to guide our clients through a full range of tax planning and preparation services while carefully navigating continually changing tax laws and regulations to minimize your tax liabilities. We work with individuals, partnerships, corporations, estates/trusts, and non-profit organizations to meet income tax objectives and provide representation for our clients, guiding them in responding to notices and audits involving federal and state agencies.

2. Financial statements
Apart from tax services, we also assist you in the preparation of financial statements to help you manage your business, increase profitability, and to obtain financing from lending institutions. We offer financial statement services that comprise all three levels of assurance depending on your company’s needs. Our financial audits provide the highest level of confidence to third parties and include in-depth procedures like confirmation of account balances, observation of inventory, and testing of selected transactions. Our financial reviews provide limited assurance and involve inquiries and analytical procedures, and our financial compilations are generally used for internal purposes and are based upon information provided by management.

3. Accounting services
Our accounting services are tailored to meet the needs of each individual client and include bookkeeping services offered on a monthly, quarterly, or annual basis and QuickBooks consulting. We can help keep your accounting current, so you have the best financial information readily available to help manage your business and make timely tax planning decisions.

4. Payroll services
Finally, our payroll services prevent mistakes and save you time and effort. These services include the preparation of payrolls, timely remittance of tax deposits, the preparation of quarterly payroll tax returns, and annual informational returns.

What we need from you
If you are a new tax client, we will need a copy of your prior year’s federal and state income tax return. As a new accounting client, we will need a backup of your Quickbooks file if you use that software. If you don’t have this, we will require your current general ledger trial balance. We will also need bank and credit card statements, loan information, and depreciation schedules, if applicable. Similarly, to avail of our payroll services, we will either need a backup of your Quickbooks file or, if you don’t use that software, a printout of your employee year to date wages and withholding, copies of current or prior year payroll tax filings 941, 940, state withholding, state unemployment, employee W-4, username and password information for EFTPS, GovConnect Iowa, etc. 

If you are looking for a CPA tax firm in Mason City, Iowa, reach out to us at Gogerty & Associates PLC. Formerly known as Kevin Dolphin CPA, P.C., we have provided tax preparation, tax planning, and accounting services to local individuals and businesses since 2003. Our expertise ranges from essential tax preparation and accounting services to in-depth services such as tax planning and research, audits, and financial statement services. Our expertise is available to clients across Mason City, Austin, Northwood, Osage, Clear Lake, Charles City, Hampton, Clarion, Forest City, New Hampton, and the surrounding areas.

For a complete list of our services, please click here. If you have any questions, we’d love to hear from you. Please contact us here