Services

Today’s business world is complex, global, and competitive. Because of these advancements and increasing demands, you need a team of knowledgeable and experienced professionals to help you stay ahead of the curve.

At John B. Barry, LLC, we have a diverse team of professionals that include Certified Public Accountants (CPAs), Attorneys at Law, and Certified Valuation Analysts (CVAs) that work with you and provide the support you need every step of the way.

Tax Services & Planning
Tax laws and regulations are constantly evolving. Our individual and corporate tax professionals are ready to answer your questions and help you manage your tax issues.
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Business Valuations
The need for business valuations can arise in a plethora of scenarios. The Firm’s valuation analysts have the knowledge and expertise to perform a wide variety of valuation services.
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Legal
JBB, LLC provides assistance with a wide range of legal and estate matters. Our team of attorneys assists you with estate planning, business creations, and many other services.
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Operations Management
By applying our team’s tax, accounting, and legal experience, we will partner with you to establish your business, run it smoothly, and help you plan for the future.
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Wealth Planning & Preservation
Planning for the future can be a stressful endeavor. By partnering with you, we can prepare and manage estates, assist with retirement planning options, and evaluate insurance information to ease the process.
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Tax Services & Planning
In this ever-changing environment, it can be difficult to keep track of your tax responsibilities. The most efficient way to manage your tax situation is to plan for it and stay apprised of changing legislation. Our team of tax professionals provides tax advice regarding updated regulations and new requirements.

Our tax services include:

• Planning
• Consultations
• Projections
• Estimated Payment Calculations
• Individual & Business Return Preparation
• Federal
• State
• Local Jurisdictions
• Resolution with Federal & State Taxing Authorities

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Business Valuations
Are you selling a business? Gifting shares of a company’s stock to your children? Preparing for divorce litigation? Business valuations are necessary in a variety of circumstances. JBB, LLC analyzes the various components of your business and prepares required reports for you.

Our valuation services include:

• Buy-Sell Agreements
• Management of Buyouts
• Divorce Litigation Support
• Mergers & Acquisitions

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Legal
Everyone has legal issues. It could be a personal circumstance, such as creating an estate or administering a parent’s estate, or a business issue like establishing your own business or help with a contract. Our professional team makes an excellent partner in these arenas.

Our legal services include:

• Contract Review
• Negotiations
• Estate Planning & Administration
• Entity Creation & Dissolution

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Operations Management
Staying on top of your company’s operations requires making tough decisions and planning accurately. Our team analyzes your financials, performs accounting maintenance, and generates Standard Operating Procedures to help your company grow efficiently and run with confidence.

Our operations management services include:

• Outsources CFO/COO Duties
• Budgeting & Forecasting
• Profitability Analyses
• Transaction Processing
• General Ledger Maintenance
• Preparation of Financial Reports
• Standard Operating Procedure (SOP) Development
• Accounting System Support
• Technology Evaluation & Support
• QuickBooks & Accounting Support

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Wealth Planning & Preservation
John B. Barry, LLC knows how difficult estate administration can be. The planning, preservation, and maintenance of an estate includes not only analyzing wills and documents, but also preparing tax returns and filing required reports for various agencies. Our team takes a personal approach to estate management and planning.

Our wealth planning services include:

• Estate Planning
• Retirement Planning
• Asset Management
• Evaluation of Insurance
• Analysis of Investment Portfolio

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