Business Details
Trusted Accounting Services in South Burlington, VT
McSoley McCoy & Co. has served individuals and businesses in the Champlain Valley for over three decades, combining the resources of a large firm with personalized service. Our team of certified public accountants specializes in audit, tax, and consulting services, prioritizing client relationships and regulatory compliance. We focus on simplifying financial complexities through tailored solutions, from mandatory tax filings to strategic business planning. Our expertise extends to estate planning, mergers and acquisitions, and financial reporting, ensuring clients receive accurate, timely guidance.With a commitment to ethical standards and community impact, we aim to be a trusted partner in financial decision-making. Our affiliation with the BDO Alliance USA enhances our ability to deliver comprehensive accounting solutions. By maintaining a deep understanding of evolving regulations, we help clients navigate challenges while safeguarding their financial well-being. Our approach emphasizes transparency, proactive communication, and long-term client success.
Services
Assurance Services
Tax Preparation
Estate Planning
Mergers & Acquisitions
Strategic Business Planning
New Business Formation
Forensic Accounting
IRS Audit Representation
Financial Reporting
Compliance Consulting
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team includes certified public accountants with industry-specific expertise.
- We provide personalized service with a focus on client relationships.
- Our strategic planning helps businesses navigate financial complexities.
- We maintain affiliations with professional networks like the BDO Alliance USA.
Services
Assurance Services
Our assurance services verify financial accuracy for stakeholders through audits, reviews, and compilations. We ensure compliance with accounting standards while providing insights to improve financial reporting. Clients benefit from tailored assurance levels matching their regulatory and operational needs.
Tax Preparation
We handle federal and state tax filings for individuals and businesses, including multi-national entities. Our CPAs optimize tax strategies while ensuring compliance with deadlines and regulatory requirements. Services cover income tax, payroll tax, and business entity filings.
Estate Planning
Our estate planning guidance simplifies complex financial arrangements through trusts, wills, and succession strategies. We help clients minimize tax liabilities and navigate legal requirements for asset distribution and family financial security.
Mergers & Acquisitions
We support business transactions with due diligence, valuation analysis, and regulatory compliance checks. Our expertise helps buyers and sellers navigate financial risks and opportunities during mergers, acquisitions, and sales processes.
Strategic Business Planning
We assist businesses in developing actionable plans for growth, risk management, and operational efficiency. Services include financial forecasting, budgeting, and advisory for startups, expansions, and long-term organizational goals.
Questions
What accounting services does McSoley McCoy & Co. offer?
We provide audit, tax preparation, estate planning, mergers and acquisitions support, and strategic business planning tailored to client needs.
How does McSoley McCoy & Co. ensure client satisfaction?
Our team prioritizes personalized service, ethical standards, and proactive communication to address each client's unique financial challenges.
Are your accountants certified professionals?
Yes, our team includes certified public accountants (CPAs) with expertise in tax, audit, and financial consulting services.
Do you serve businesses outside Vermont?
While based in Vermont, we work with clients across industries nationwide and internationally through our professional networks.
How can I schedule a consultation?
Contact us at 802-658-1808 or via email to discuss your accounting needs and arrange a personalized consultation.
Reviews (1)
Matt Kozlowski
Jan 21, 2018
Report
It is a pleasure to work with Jamie and the team. I have been a client for over 8 years and can always count on them to take care of my corporate and personal taxes. Can't say enough good things about this firm. Very professional, responsive, and nice to work with. They keep me educated as laws and regulations change, so that I can make the best possible financial decisions. I would highly recommend them!
