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Gerety & Associates, CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Gerety & Associates, CPAs, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services

At Gerety & Associates, CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

These services include but are not limited to:

  • Individual tax preparation and planning
  • Corporate tax preparation and planning
  • Partnership tax preparation and planning
  • IRS representation
  • International taxation
  • Multi-state taxation

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Gerety & Associates, CPAs's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

This is the area in which Gerety & Associates, CPAs stands above the rest. We have the experience to design your estate and gift plan, handle complex estate and trust transactions, prepare all types of estate and gift tax returns, collaborate with attorneys/advisors for asset protection planning, and prepare accurate accounting for beneficiaries and the Court.

Litigation Support

Gerety & Associates, CPA's litigation support services can be employed in a number of situations such as:

  • Trust and Estate Litigation
  • Trust Accounting Litigation
  • Business Transactions' and Financial Records'
  • Analyses
  • Partnership Capital Account Analyses
  • Business and Marital Dissolutions
  • Quantification of Economic Loss or Damages

Financial Statements

Gerety & Associates, CPAs's financial statement services comprise the following depending on your needs.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Personal Financial Statements

CPAs are frequently asked to prepare, compile, or review personal financial statements for use in obtaining credit, for income tax planning, for estate or retirement planning purposes, or for public disclosure by candidates for public office. This is another area where Gerety & Associates, CPAs can help.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Gerety & Associates, CPAs's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Bill pay
  • QuickBooks Accounting setup and support
  • Payroll processing
  • Personal financial statements
  • Corporate tax planning and return preparation
  • Litigation support

Advisory Services

At Gerety & Associates, CPAs, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Entity selection and restructuring
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Gerety & Associates, CPAs can provide professional know-how to help you successfully structure and negotiate the deal. Gerety & Associates, CPAs employs careful analysis and due diligence to determine the most favorable tax structures and evaluate financial and cash flow impact. Expanding or contracting your business is a huge undertaking. With our extensive experience in structuring transactions to get a deal done with the best tax advantage for our clients, you can make the right business decisions for your business for optimum success.

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