Services

Outsourced Accounting | Tax Compliance & Planning | Accounting & Audit
Columbia Financial Advisors, LLP

McQuadeBrennan, LLP is a D.C. accounting firm providing accounting and audit services, tax compliance and planning, review, compilation and management advisory services customized for your needs as an individual or organization. If you are a business owner, you know issues concerning compensation, financing, pension planning and information systems all put special pressures on profitability. We can help weigh these issues, and provide advice on accounting software if you need it. Our individual clients need to focus on retirement planning, asset allocation, planning for college tuition or other equally important challenges. McQuadeBrennan,LLP has assisted taxpayers and investors for over 25 years. We can help you prepare for your future. If you have a portfolio to maintain, our investing consultants are just next door at Columbia Financial Advisors, LLP

Our CFO Service Group enables you to improve the quality and sophistication of your financial reporting, while reducing costs associated with internal accounting operations. We can provide accounting, tax, and management advisory services:

• General ledger accounting
• Monthly financial statement preparation
• Cash flow budgeting
• Payroll
• Merger & acquisition assistance
• Private placement preparation & consulting
• Complete financial management for start-up organizations

At McQuadeBrennan, we understand how complicated tax laws and regulations affect your business and finances. We can help you make informed decisions in your business structure and planning to manage your tax exposure and work towards your business goals. Our tax services include:

• Federal, state, and local tax planning and compliance
• Estate and gift tax planning and compliance
• Tax favored investment planning
• Pension distribution planning

McQuadeBrennan auditors are trained to conduct audits that can produce meaningful information and insights for our clients. This results in improved controls and safeguards, meaningful financial statements, and improved operating efficiency.

• Comprehensive audit services
• Internal control reviews
• Management reporting and design
• Compilation review services

We will work with you to determine an appropriate investment strategy for your objectives. You will be regularly updated on your portfolio's performance, as we proactively research new opportunities that might serve you well. Some of the services we provide individuals, pension plans, corporations and nonprofit entities are listed below.

• Investment counseling
• Investment management
• Investment performance reporting
• Financial and retirement planning
• Estate planning and administration

Visit Columbia Financial Advisors, LLP web site to learn more about our asset management services.