Checklist of BNKJ Service Offerings

• Budgeting Assistance
• Business Plan
• Business Valuation
• Cash Flow Management
• Cash Management
• Computer Services
• Cost Reduction and/or Insurance Review
• Credit Management
• Economics Incentive Review
• Educational Planning
• Empire Zone Issues/Enterprise
• Employee Benefit/Retirement Plans
• Escheat Tax Review
• Estate Planning
• Fringe Benefits Plans
• Income Tax Planning
• Internal Control Review
• International Audits (IFRS)
• International Tax
• IRS and Other Tax Audit Assistance
• Lending or Banking Assessments
• Manufacturing Credits
• Negotiations with Tax Authorities
• Negotiating Tax Installment Agreements and Offers in Compromise
• New Accounting Software
• Office Administration Issues
• Operational Review
• Real and Personal Property Taxes and Reassessments Review
• Representation of Taxpayers Before IRS Appeals Office
• Retirement Planning
• Risk Management Review
• Sales and Use Tax Review
• Software Training/Support
• Succession Planning
• Tax Controversy Assistance
• Tax Credit Use
• Tax Entity Changes
• Tax Preparation
• Tax Research and Tax Opinions
• International Audits (IFRS)
• International Tax
• Unclaimed Property Review
• Unemployment Tax Review

Complementary Services

• 401(k) Plan Audit Planning Checklist Review
• 403(b) Plan Audit Planning Checklist Review
• Employee Benefit Plan Audit Assessment
• Law Firm Roundtable Discussions (semi-annually)
• Periodic Tax Updates for Businesses (via email)
• Periodic Tax Updates for Individuals (via email)
• Periodic Updates Related to New Governmental Regulations
• Review of GAAP and IFRS Requirements
• Seminars and Discussions Regarding Current Business Trends or Best Practices
• Seminars Related to Not for Profit Organizations
• Special Tax Credit Analysis
• State Tax Credit Assessment, including R&D, etc.