Accurate and timely accounting information is a necessity for any successful business. Gross, Puckey, Gruel & Roof, P.C. can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

    - Advisory Services

    - Business Tax Preparation and Planning

    - Accounting and Auditing

    - Personal Needs Services

Advisory  Services

Our advisory services are anticipatory in nature. We try to look ahead to clients' needs and meet them before a given situation presents itself. Our professional staff is adept at:

  • Budget assistance
  • Cash management systems
  • Controllership advice
  • Cost control systems
  • Formation and organization of new businesses.
  • Accounting software support

Business Tax Preparation and Planning

We make it our job to stay on top of the many tax laws and regulations. We can help you comply with the following tax situations:

  • Federal, state and local tax preparation
  • Employment tax advice
  • Family tax reduction strategies
  • Employee benefit plan reporting
  • Multi-state tax allocation
  • Tax audits


Accounting and Auditing

Careful accounting procedures cna create success in any organization. Our accounitng professionals provide the following services:

  • Compilation of financial statements
  • Audits of financial statements
  • Review of financial statements
  • Employee benefit plan audits
  • Fraud audits and examinations
  • Projections of financial statements

Personal Needs Services

We provide services to individuals and families in the following areas:

  • Individual Federal, state and loacal tax preparation (all 50 states)
  • Trust and estate income taxes
  • Federal and state estate tax returns
  • Family wealth transfer techniques
  • Lifetime gifting programs
  • Funding education costs
  • Charitable remainder trusts
  • Bill paying services
  • Estate and trust administration