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Services

Erickson, Sato & Wild, LLC provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Services

At Erickson, Sato & Wild, LLC, 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 expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the 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. Erickson, Sato & Wild, LLC'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, cost-containment, & tax planning.

These services include but are not limited to:

  • General ledger overview and review
  • Corporate tax return preparation and projections

Estate and Trust Tax Preparation

Erickson, Sato & Wild, LLC can assist you at your time of loss with the Connecticut Probate Court process, including Form CT-706NT and the filings of Estate income tax returns (Form 1041), as necessary. If you are working with an attorney regarding an Estate, we are available to assist them with understanding the tax implications of transactions within the Estate. We also have experience assisting clients with the preparation of Trust income tax returns either as part of, or separate from, your Estate plan.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Erickson, Sato & Wild, LLC offers the following solutions to help meet your QuickBooks needs:

Assistance

We can assist you with showing how to record transactions, proper classification of accounts, use of reports within QuickBooks and by exporting them into Excel.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but quarterly reviews provide you with up-to-date information and feedback about your business throughout the year.

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. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.


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