Investment Companies
Successful Track Record With Investment Companies
Since our founding in 1976, Parent, McLaughlin & Nangle has been servicing broker/dealers, investment advisors, investment partnerships, and mutual funds.
The following is a partial list of services we offer to these clients.
Auditing, Accounting, and Assurance:
- Audit of financial statements
- Reviews and compilations of financial statements
- Attest and related services
- Accounting system design
- Financial reporting systems
- Implementation of financial accounting standards
- Focus reports for brokers/dealers
- Financial statement preparation
- Special analyses
Taxation:
- Preparation of federal and state tax returns
- Tax implications of mergers and acquisitions
- Employee benefits plans
- Structuring transactions for favorable tax benefits
- Estate/retirement planning
- Tax projections for special transactions
- Tax planning and projections
Business Consulting:
- Information technology
- IT security
- Mergers and acquisitions
- Special projects
Further Inquiries Contact
John Ciampa, CPA
jciampa@pmn.com
617.426.9440
Joe Parent, CPA
jparent@pmn.com
617.426.9440
