Our Services

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Our goal is to help you achieve yours!

Meeting your financial goals is a tremendous accomplishment. Buying a home, starting a business, college education, retirement . . . At Bateman Larkin we work with you to bring together the key elements for financial success into a cohesive plan.

  • We help you evaluate your goals and provide direction on financial and tax matters.
  • We navigate the complexities of tax regulations and compliance to identify opportunities that will enhance your overall tax strategy.
  • Our professional team assists you along the way by providing guidance through analysis, technical expertise, and real-life experience.

Our ability to provide reliable and personalized service to our clients is enhanced by our affiliation with a referral service network of experts in investments, banking, insurance, personal financial planning and legal services. You will have a team of seasoned professionals behind you, working together to provide solutions that are tailored to your needs.

Small Businesses

  • Business Acquisition Analysis
  • Business Plans
  • Entity Choice
  • Business Management Consulting
  • Accounting and QuickBooks Consulting
  • Bookkeeping Services
  • Profit and Cash Flow Analysis
  • Financial Statement Preparation
  • Tax Planning
  • Tax Return Preparation
  • Retirement Plan Consulting
  • Business Succession Planning
  • Negotiation and Sale of Business

Individuals & Families

  • Consulting for Change in Life Circumstances (marriage, divorce, children, retirement, death)
  • Tax Planning
  • Tax Return Preparation
  • Budgeting
  • College Funding Consulting
  • Transaction Consulting – purchase or sale of property or business
  • Retirement Plan Consulting
  • Gift Planning and Reporting
  • Trust and Estate Planning

Estates & Trusts

  • Trust and Estate Planning
  • Preparation of Fiduciary Tax Returns
  • Preparation of Estate tax returns
  • Fiduciary Accounting
  • Coordinate with Legal and Investment Team
  • Notary Services