Services

Conley CPA Group provides services to numerous industries, entities, and individuals.


Our clients are located throughout West Virginia and surrounding states.

Assurance services aim to provide an independent and objective assessment of financial statements or compliance efforts. Audit is the highest level of assurance service a CPA performs and is intended to provide comfort to users on the accuracy of financial statements.

In addition to audits, we provide many other assurance and non-assurance services, which include examinations, reviews, compilations, preparation, and agreed-upon procedures engagements. Examinations are audit-level engagements designed to provide a high level of assurance on information other than financial statements, such as controls or other business matters. Reviews provide limited assurance on financial statements or other subject matter and are substantially less in scope than an audit or examination.

The non-assurance services we offer primarily include compilations, preparation services, and agreed-upon procedures engagements. Compilations and preparations services are financial statement-based engagements. In a compilation engagement, we assist clients in the presentation of financial statements, and provide a compilation report. A preparation engagement is one in which we prepare financial statements for a client, but do not issue a report on the services. Agreed-upon procedures are generally performed on non-financial statement matters, such as internal audit services or compliance issues. In an agreed-upon procedures engagement, we issue a report of findings based on procedures performed.

We provide these services to a myriad of industries such as financial institutions, oil and gas, timber, automobile, manufacturing, and many others including nonprofit organizations. We also provide employee benefit plan audits (ERISA) in conjunction with the Department of Labor. Our goal is to provide you with quality services tailored to your needs, while providing useful guidance
that will improve operational efficiency and result in a long-lasting relationship built on trust and performance.

To continue to provide top level services to our clientele, we are committed to staying current on significant changes in the accounting and auditing field, as well as relevant industry changes affecting you. On a regular basis, we attend various conferences, seminars, and educational training courses.

Our payroll services ensure employees are paid timely and accurately, as well as ensure compliance with required federal, state, and city reporting. We can assist in all related registration processes and required filings.

Payroll services include payroll processing, payroll tax compliance filings, federal and state audit assistance and representation, fringe benefit calculations, as well as payroll ledger reporting in applicable accounting software.

Benefits of outsourcing payroll include quick turnaround, electronic reporting, direct deposit, as well as ensuring privacy of sensitive compensation information.

Many of our clients find significant cost savings working with our firm to provide in-house accounting services. By utilizing our skilled professionals, businesses are able to free up necessary hours to focus on other relevant aspects of their business. In addition, our consistent and experienced staffing remove the worry and time associated with hiring and turnover many small businesses encounter.

Our services include, but are not limited to, recording daily transactions, accounts receivable and payable management, recording and reconciling payroll transactions, bank reconciliations, general ledger development and review, as well as fixed asset tracking and depreciation. In most cases, we can provide these services either in our office, or at your location.

In addition to cost savings, benefits of outsourcing accounting functions include quick turnaround, accurate financial reporting, privacy of sensitive internal data, and tax and audit ready financial information. We can also assist you in preparing for financial statement, compliance, or IRS audits.

Tax Preparation

Our income tax professionals remain up-to-date with the latest changes to ensure you are in compliance with federal and state tax laws. In an ever-changing environment, our tax professionals work with you to answer questions and help you understand the impact of applicable tax laws and regulations on you or your business. We are also available to represent you in front of federal or state tax agencies to help you resolve issues in a timely manner with as little interruption and stress as possible. Professional representation can be vital during an audit, and our experience enables us to guide you through your situation effectively and efficiently.

Income tax preparation includes, but is not limited to, the following areas:

Individual Taxes

• Form 1040, U.S. Individual Tax Return and all related forms
• Form 1040-ES, Estimate Tax
• Form 4868, Application for Automatic Extension of Time to File U.S. Individual Tax Return
• Estimated tax calculations
• Year-end tax planning to reduce taxes

Business Taxes

• Form 1065, U.S. Return of Partnership Income and all related forms
• Form 1120, U.S. Corporation Tax Return and all related forms
• Form 1120-S, U.S. Income Tax Return for an S-Corporation and all related forms
• Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
• Estimated tax calculations
• Year-end tax planning to reduce taxes

Estate, Gift, and Trust Returns

• Form 1041, U.S. Income Tax Return for Estates and Trusts
• Form 706, United States Estate (& Generation-Skipping Transfer) Tax Return
• Form 709, United States Gift (& Generation-Skipping Transfer) Tax Return
• Form 4768, Application for Automatic Extension of Time to File a Return and/or Pay U.S. Estate Taxes
• Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
• Estimated tax calculations
• Year-end tax planning to reduce taxes

Nonprofit Organizations

• Form 990, Return of Organization Exempt From Income Tax
• Form 990-EZ, Short Form Return of Organization Exempt From Income Tax
• Form 990-T, Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))
• Form 8868, Application for Automatic Extension of Time to File an Exempt Organization Return

State and Local Taxes

• Income tax returns for all states
• Local and City income tax returns
• Business Property tax returns
• Sales and Use tax returns
• Extension forms
• Estimated tax forms
• Estimated tax calculations
• Year-end tax planning to reduce taxes

Federal and State Audit and Tax Notice Representation

• Form 2848, Power of Attorney and Declaration of Representation
• Professional representation by a team of certified public accountants (CPAs) for federal and/or state audits
• Professional written responses by a certified public accountant (CPA) to federal and/or state taxing authorities regarding a received Notice or Letter

Tax Planning

Income tax planning is performed periodically throughout the year. Our tax professionals work with you to identify legitimate ways to optimize your potential tax savings based on your goals and future plans. Our qualified professional team of certified public accountants (CPAs) will assist you in developing a comprehensive and effective strategy to minimize your income tax liability and help you make the right decisions for you, your family, and your business. Our goal is to provide proactive advice that will maximize opportunities to minimize taxes!

Our team of QuickBooks ProAdvisors can help you utilize QuickBooks to its fullest potential. With our expert knowledge of QuickBooks, we can assist you and your organization to increase productivity and generate more accurate and complete financial information, ultimately providing you more confidence to make long-term strategic decisions.

Our in-depth knowledge of QuickBooks Online allows our team to assist you in a timely and efficient manner should you need immediate help. In addition to providing daily support services, our team of professionals and ProAdvisors can also assist in conversion and set-up, training, outsourced controllership and bookkeeping services, as well as full service payroll processing and reporting.

As with any business, there are always surprises and challenges. However, there are also opportunities! Our professional team of certified public accountants can assist you in maneuvering your business through these challenges and identifying opportunities for success. We offer many services including, but not limited to, software conversion and implementation, QuickBooks set-up and training, internal control and systems review, entity selection, internal reporting and analysis, as well as access to vast networks of professionals in numerous industries.

Our firm is also a member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The Alliance presents an opportunity for our firm, by accessing the resources of BDO USA, LLP, the BDO network, and other Alliance members, to provide outstanding worldwide resources, service, and value to you, the client. In fact, our clients receive significant value – our firms local, personalized attention supported by the combined resources of one of the country’s largest accounting firms and nearly 20,000 professionals nationally. Through our membership in the Alliance, BDO is committed to helping us serve our clients whenever and wherever needed. This resource provides a distinct business advantage to our firm and most importantly our clients.

Our Financial Institutions Practice understands complex regulations and their implications, and we help our clients adapt to this ever-changing landscape. Learn More

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