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Practice Areas

Moss & Yantis is proud to offer services in the following practice areas:

Tax Consulting & Compliance

 

Tax Planning

Tax Preparation

 - Individual Tax (1040)

 - Corporations (1120/1120S)

 - Partnerships (1065)

 - Non-Profit (990)

 - Employee Benefit Plan (5500)

 - Trusts (1041)

Property tax returns

Sales/Use & other excise taxes

Tax Reviews and nexus analysis

Audit representation

Transaction Consulting

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Assurance Services

 

We are proud to serve Lowcountry businesses by providing audit, review, agreed-upon procedure and compilation services at an affordable price.  We strive to improving the client's experience by providing value throughout each step of the process.

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We provide independent auditing services to small businesses, non-profit organizations and employee benefit plans.  Our expertise in the non-profit and employee benefit plan industries makes us a leader in our field.

Trust Services

 

We pride ourselves in being trusted advisers to our clients and the community.  Our trust services encompass:

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 - Conservatorship Services

 - Trustee Services

 - Trust Protector

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Our professionals currently serve as court appointed conservators and trustees in Charleston, Colleton and Dorchester Counties

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Accounting Services

 

Payroll Processing

Annual Payroll Reporting

Bookkeeping (Monthly, quarterly, or annual)

Controller-to-Go Services

Cash Flow & Budgeting Analysis

QuickBooks Assistance

Family Wealth Services

Household Finance Services

Special Projects

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Business Advisory

 

Business Formation & Choice of Entity

Estate & Trust Planning

Internal Controls

Mergers & Acquisitions

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Forensic & Investigative Accounting
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Our forensic specialists know how precarious business can be when there are suspicions or known instances of fraud within the organization.  Sometimes, the best course of action is to have an objective team evaluate the accounting transactions to identify and quantify damages resulting from financial malfeasance.  Additionally, we offer expert witness testimony and consulting services to help get operations back on track.

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Industry Specializations

 

Not-For Profits

Employee Benefit Plans

Healthcare

Legal Services

Real Estate

Retail

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