Bookkeeping / Write-up / Payroll

Accurate record-keeping is essential for any successful business. But the procedures involved are complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so you can focus on your core business. Our services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annually)
  • Accounting system setup and support
  • Payroll processing and preparation of related tax returns and forms

Audits, Reviews, and Compilations

Our financial statement services comprise all three levels of assurance depending on your company's needs:

  • Audit - an extensive financial examination with the highest level of assurance
  • Review - the use of inquiry and analytical procedures providing limited assurance
  • Compilation - a process based upon client information with possible adjustments but no assurance

Tax Planning and Preparation

We provide our individual and business clients with expert, comprehensive taxation services throughout the year.

Our tax services include but are not limited to:

  • Tax return preparation for individuals, corporations, partnerships, LLCs/LLPs, estates/trusts, and not-for profit organizations
  • Tax planning that takes full advantage of existing and new tax laws

Agreed-upon Procedures

Frequently businesses require specialized accounting analyses. Our expert accountants can easily customize our procedures to meet your specific needs.

Utility Rate Cases

Morgenstern Phifer & Messina, P.A. has experience in both solid waste and water/sewer utility rate regulations.


We provide individual and business clients with consultation in a wide variety of accounting, financial, and tax related areas. A sample of our consulting services includes:

  • Retirement and estate planning
  • Business entity selection
  • Cash flow and budgeting analysis
  • Personal financial planning
  • Internal control review
  • Computer and accounting system consultation
  • Business acquisition analysis