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Services

Ballard, Surratt & Co., PA is a full-service CPA firm. We offer a wide range of specialized services for our clients, including:


Tax return preparation and tax planning

  • Individual
  • Business
  • Estate, Trust & Gift
  • Not-for-profit organizations
  • Multi-state registration and filing

Accounting and bookkeeping services

  • Accounting system setup
  • Full service (accounts payable, receivable and general ledger)
  • Accounting data review and adjustments
  • Paperless bill management powered by Bill.com

QuickBooks Assistance

  • QuickBooks Online or desktop versions
  • Setup and training
  • Problem solving
  • Tips, tricks & shortcuts

Payroll Services

  • Dedicated payroll contact person
  • Payroll checks available
  • Payroll tax forms and returns
  • Multi-state processing
  • Paperless payroll available

Document management with 24/7 secure online access

Business startup services

  • Entity selection
  • Tax identification numbers
  • Tax elections
  • Business plans

Financial Statements

  • Audits
  • Reviews & Compilations
  • Personal financial statements

Business Consulting

  • Analysis
  • Accounting system selection and implementation
  • Business plans
  • Strategic planning

Information Request for Services Listed Above