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General Services

Tetrick & Bartlett, PLLC provides a wide range of services to individuals and businesses in a variety of industries. At Tetrick & Bartlett, PLLC, 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 Tetrick & Bartlett, PLLC, 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 experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing tax laws.

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. Tetrick & Bartlett, PLLC'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 and tax planning.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation
  • Litigation support

Assurance and Advisory Services

At Tetrick & Bartlett, PLLC, we focus on building close client relationships that add long-term value. This includes evaluating financial procedures and working to produce strategies that help our clients face the many 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.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Business valuations
  • Financial projections and forecasts
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Audits, Reviews, and Compilations

Tetrick & Bartlett, PLLC's financial statement services comprise all three levels of services depending on your company's needs.


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances and selected transactions on a test basis.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify items requiring further analysis.


Compilations are usually requested for internal purposes and are based upon information provided by a company's or organization’s management.

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. Tetrick & Bartlett, PLLC'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.

Litigation Support and Forensic Accounting

Tetrick & Bartlett, PLLC litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training, we can make sense of these records and transactions.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Tetrick & Bartlett, PLLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Tetrick & Bartlett, PLLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

Payroll Services

Tetrick & Bartlett, PLLC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Tetrick & Bartlett, PLLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. If you request, this plan could be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Tetrick & Barlett, PLLC utilizes experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success.

Business Valuation

The range of needs for valuing businesses continues to widen, and Tetrick & Bartlett, PLLC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Tetrick & Bartlett, PLLC can provide professional know-how to help you successfully structure and negotiate the deal.

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