Tax Preparation & Planning

In addition to the preparation of all types of tax returns, Gordon, Stockman & Waugh P.C. specializes in tax planning for closely-held businesses. Gordon, Stockman & Waugh P.C. can help you select the most appropriate type of business entity, retirement plan or family estate plan.

Tax Preparation Services

  • Individuals (Federal and all states)
  • Corporations (“S” and “C”)
  • Partnerships and LLCs
  • Trusts, estates and gifts
  • Nonprofits
  • Retirement plans
  • Employment & sales tax returns

Tax Planning Services

  • Tax research
  • Representation for tax audits
  • Retirement planning
  • Purchase and sale of business
  • Sales tax planning

Audits, Reviews & Compilations

Gordon, Stockman & Waugh P.C. is certified to perform independent assurance services for organizations. Gordon, Stockman & Waugh P.C. helps organizations manage their financial risk by providing the desired level of assurance engagement. These engagements can range from client prescribed procedures in an agreed upon procedures engagement to an audit of the financial statements taken as a whole as described by generally accepted auditing standards.

Audit services are the highest level of assurance that Gordon, Stockman & Waugh P.C. can give its clients and to third parties. The firm attests that the financial statements have been audited in accordance with Generally Accepted Auditing Standards (“GAAS”) and that the financial statements have been prepared in accordance with Generally Accepted Accounting Principles (“GAAP”).

Review services, although less assurance than provided by audit services, attest that Gordon, Stockman & Waugh P.C. has reviewed the financial statements in accordance with standards established by the American Institute of Certified Public Accountants (“AICPA”), and that no departures from GAAP were noted (negative assurance).

Audit and review services require the CPA to be independent.

Compilation services consist of preparing financial statements in accordance with standards established by the AICPA. The CPA gives no opinion (no assurance or attestation) as to the correctness of the financial statements. In addition, the CPA is not required to be independent to provide compilation service.

No matter what level of service is being offered, Gordon, Stockman & Waugh P.C. approaches each engagement as an opportunity to assist clients in their business processes.

Accounting & Bookkeeping

Gordon, Stockman & Waugh P.C. accounting and bookkeeping services allow clients to focus on the management in their business rather than the recording of historical transactions. This service can also reduce the accounting expenses for the client by eliminating the need for an in-house bookkeeper, reducing the cost of accounting software and reducing tax return fees due to improved efficiency. Gordon, Stockman & Waugh P.C. specializes in QuickBooks set-up and consulting for small businesses. If you need help with all the ins and outs of Quickbooks, give us a call today!

Business Valuation Services

Gordon, Stockman & Waugh P.C. provides business valuation services for private companies. We have provided valuations for estate and gift tax purposes, mergers and acquisitions, buy/sell agreements, divorce, and corporate plannings.


Gordon, Stockman & Waugh, P.C. can help reduce the complexity and risk of preparing your own payroll while helping to ensure greater accuracy with up-to-date tax rates and regulatory information. Gordon, Stockman & Waugh, P.C. offers man payroll services that focus on the reduction of time, effort, and money spent on payroll administration for our clients. Gordon, Stockman & Waugh, P.C. payroll services vary by our client’s needs – from complete outsource of payroll to assisting clients prepare and file their quarterly and year end returns. Gordon, Stockman & Waugh, P.C. helps simplify the payroll process and gives our clients the peace of mind that their payroll is being handed accurately and timely.

Gordon, Stockman & Waugh, P.C. specializes in payroll through QuickBooks with supervision by Certified QuickBooks ProAdvisors.