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McMahon - Veltus, S.C. provides a wide range of services to individuals and businesses in a variety of industries. At McMahon - Veltus, S.C., 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:

Accounting Services

McMahon - Veltus, S.C. performs a full range of accounting services. Our specific accounting services include:

  • Compilation of financial statements
  • Compliance reporting for regulatory agencies
  • Preparation of personal financial statements
  • Reporting on prospective financial information, including preparation of cash flow forecasts and projections
  • Specialized industry consultation and assistance

Tax Planning and Compliance Services

McMahon - Veltus, S.C. devotes considerable effort in the area of tax planning. Our tax planning services are customized to meet our clients' changing needs. We carefully research the best professional periodicals and tax reporting services to insure that we are up to date on current tax developments and their impact for our clients. We also assist out clients to develop estate plans for asset growth and preservation with minimal tax costs. Our specific tax services include:

  • Corporate, individual, and partnership return preparation
  • Comprehensive tax planning for business entities and their owners, including non-profit organizations
  • Analysis and advisement concerning employee benefit plans
  • Estate and inheritance tax planning
  • Leveraged buy-outs, reorganizations and liquidations
  • Representation before various other government agencies and taxing authorities

Our personalized service is designed to enhance and augment each client's tax strategy. We work to insure that developments and key issues are reviewed and modified to optimal benefit.

Reporting Services

In today's business environment it is important for successful executives to look regularly at areas such as asset management, profit and loss, financial trends and comparison to industry standards. The experienced staff of McMahon - Veltus, S.C. is equipped to handle the varied reporting needs of our business clients We provide assistance with all accounting matters. We also provide all standard financial reports as well as specialized reporting to banks, surety companies, and other interested parties.
In addition to the general ledger and financial reports, McMahon - Veltus, S.C. offers a wide variety of other services including:

  • Preparation of quarterly and annual payroll tax reports
  • Accounting systems design
  • Preparation of sales and property tax reports
  • Preparation of amortization and fixed asset schedules
  • Personal computer services
  • Bookkeeping

McMahon - Veltus, S.C.'s financial reporting services are effectively integrated with our management advisory services so we can maximize the resources and profits of our clients.

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.

McMahon - Veltus, S.C. offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


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 monthly reviews provide you with up-to-date information and feedback about your business.

Management Consulting Services

An essential element of success is the ability to reach good timely decisions. We provide counsel and recommend courses of action over a broad range of issues to assist our clients in maximizing their business potential through sound fiscal management. Our management advisory services include:

  • Feasibility studies
  • Organizational issues
  • Business Valuation
  • Credit Management
  • Financial control and cost accounting systems
  • Forecasts and projections for financial and tax purposes
  • Internal accounting policies and procedures
  • Investment opportunity reviews
  • Qualified and non-qualified retirement plans
  • Compensation and fringe benefit planning
  • Wealth conservation and management
  • Segmented personal financial planning

Payroll Services

McMahon - Veltus, S.C.'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.

Business Valuation Services

Accurate and timely accounting information is a necessity for any successful business. McMahon - Veltus, S.C. can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

  • Accounting Services
  • Tax Planning and Compliance Services
  • Reporting Services
  • Management Consulting Services
  • Payroll Services
  • Business Valuation Services

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