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MKS&H: Experienced Advisors Who Understand Your Industry

Since 1987, McLean, Koehler, Sparks & Hammond's Death Care Industry Team has focused on providing complete accounting, tax and business consulting services for the death care industry. Our team has worked with more than 275 cemeteries, funeral homes (including combination operations) and related trust funds across the U.S., so you can be confident in our experience and commitment to the industry. Our industry knowledge allows us to maintain the highest quality of services at a reasonable cost. And because our team members have experience in many different states, we can minimize the time you spend answering questions on industry issues and reporting requirements.

Tax Services

Using their specialized knowledge, MKS&H tax professionals provide tax services tailored to the needs of cemeteries, funeral homes and their owners to effectively and legally reduce your tax liability:

  • Strategies to minimize and defer federal and state income taxes
  • Structuring of pre-need, perpetual care and bronze late care trusts
  • Consultation and preparation of trust tax returns
  • Personal and corporate tax planning; preparation of federal and state income tax returns
  • Tax planning for cemetery/funeral home combinations
  • Estate, retirement and succession planning for closely held companies and their owners
Accounting and Auditing Services

Our accounting and auditing professionals provide the foundation essential to your financial health:

  • Preparation of quarterly/annual compiled or reviewed financial statements
  • Audit of year-end financial statements
  • Evaluation of operating results to assist in managing financial issues
  • Analysis of industry trends and their impact on your business
  • Audit and attest services for cemetery pre-need and perpetual care trusts and funeral pre-need trusts for both independent and publicly-held companies
Financial Consulting Services

Our Death Care team provides you with a rare combination of industry specialization, financial consulting and systems analysis:

  • Fraud deterrence and financial investigations
  • Evaluation of financial and automated accounting management systems
  • Assistance in obtaining financing
  • Review of internal controls to protect your cash
  • Cash flow analysis and capital budgeting
  • Assistance with acquisitions or sales including letters of intent, sales contracts and minimizing your tax impact
  • Due diligence work
  • Evaluation of pre-need trust fund investment returns and options
  • Analysis of pricing and cost structures for optimum operating results and future projections
Management Consulting Services
  • Family business advising
  • Organization development
  • Executive coaching
  • Human resources consulting
  • Networking and telecommunications
  • Managed IT services
  • Disaster recovery and risk management
For more information, please contact:

Tax
Kathleen M. Davis, CPA
Email: kathyd@mksh.com
Phone: 301.662.2400
Fax: 301.695.7913

Auditing and Accounting
William A. Fitzpatrick, CPA,CVA
Email: billf@mksh.com
Phone: 410.296.6200
Fax: 443.589.1165

Forensic Accounting and Business Valuations
Robert A. Garvey Jr., CPA, CFE, Cr.FA, CVA
Email: bobg@mksh.com
Phone: 410.296.6200
Fax: 443.589.1165
http://www.mkshforensic.com