CORLISS FINANCIAL SERVICES LLC

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14 full Layers of Security

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Our Clients

We provide support for privately held businesses and non-profit organizations. They vary from emerging entities just getting established, to companies up to $15,000,000 in revenue. Each client has different challenges and their own definition of what is valuable to them.

Our primary goal for every client is building a strong relationship with a financial services firm that delivers accurate insights while understanding their unique bookkeeping goals and challenges.

Client Accounting Services

  • Outsourcing Accounting Functions
  • CFO|Controller Leadership
  • Bill Payment & Cash Flow Planning
  • General Ledger Entries
  • Account Reconciliations
  • Financial Statement Compilation
  • Managing Key Performance Indicators (KPIs)
  • Audit Preparation Assistance
  • Permanent or Interim Support

Business Services

We are here to help your business succeed.

  • Small Business Accounting
  • Bookkeeping Services
  • Payroll
  • Part-Time CFO Services
  • Audits - Reviews - Compilations
  • Forensic Accounting
  • Cash Flow Management
  • Bank Financing
  • Business Valuation
  • Business Advisory Services
  • Financial Planning for Businesses
  • Succession Planning
  • New Business Formation
  • Non-Profit Organizations
  • Internal Controls
  • Litigation Support

Tax Services

Comprehensive tax services that maximize deductions and credits.

  • Individual Tax Preparation
  • Tax Preparation for Businesses
  • Tax Planning
  • Estate & Trust Tax Services
  • Tax Relief
  • IRS Audit Representation
  • Non-Filed Tax Returns
  • Back Taxes Owed
  • Payroll Tax Problems
  • IRS Liens
  • IRS Levies
  • IRS Wage Garnishment
  • IRS Seizures
  • IRS Payment Plan
  • Offer In Compromise
  • Bankruptcy
  • Innocent Spouse Relief
  • Get Your IRS File

Services for QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners.

  • Why QuickBooks
  • Setup for QuickBooks
  • Training for QuickBooks
  • Answers to QuickBooks Questions
  • Tune-up for QuickBooks
  • Tips for QuickBooks Users

Industries

Our specialized knowledge has helped many professionals thrive, and we’re ready to help you too.

  • Construction
  • Dentists
  • Healthcare
  • Hospitality
  • Law Firms
  • Manufacturers
  • Real Estate

"The hardest thing in the world to understand is the income tax."

Albert Einstein

"The difference between death and taxes is death doesn't get worse every time Congress meets."

Will Rogers

"An income tax form is like a laundry list - either way you lose your shirt."

Fred Allen

Phone

214.724.1022

EMAIL

tracy@corlissfinancialservices.com

FAX

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Whether you’re an entrepreneur starting a new venture or an established business looking for reliable accounting support, we’re here to help you navigate every step of the way.

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© Company Name 2025 | 59 Rathe Road Colchester, VT 05408