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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Services
Tax Planning & PreparationTax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a business entity, our experienced staff can develop tax strategies that take advantage of tax laws and legislation. As you know, tax planning is the most effective when performed well in advance. Therefore, we encourage our clients to keep us informed of proposed transactions with potential tax implications. Please keep in mind that we are always available for consultations on all matters involving Federal, State and Local taxation. Estate & Trust Tax PreparationEffective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. We will also prepare the necessary gift tax returns.
If a loved one passes away leaving a large estate, we will guide you in gathering all of the necessary information needed for the preparation of a decedent’s estate tax return. Our firm has many years experience in the preparation and filing of estate tax returns.
We can also advise and guide you through the process of setting up and administering various types of trusts which can be used in estate planning. Our CPAs have served as trustees for the trusts of numerous clients and have helped to ease the burden of handling the many affairs of an estate once a loved one has passed. We also have extensive knowledge in the annual filing requirements of fiduciary income tax returns. Tax Agency RepresentationDuring our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various Federal and State tax agencies. If a client receives a notice of pending audit, the most important advice we offer our clients is to never go through a tax audit alone. The intricacies of tax law are not for the average citizen and a misspoken word can cost thousands of dollars. Our firm has an outstanding reputation with both Federal and State tax agencies and will represent you to achieve the least costly outcome possible. Accounting Services
Accounting ServicesProviding financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: - General ledger & financial statement preparation - Bookkeeping (Monthly/Quarterly/Annual) - Accounting system setup for new businesses - Computerized payroll services - Business tax return preparation (Sales & Use/Business Property) - Personal financial statements - Litigation support Audits, Reviews and CompilationsAUDIT A financial statement audit provides the highest level of assurance that the financial statements presented will be free of material misstatement. An audit may be performed to comply with government or lender regulatory requirements, to satisfy Board of Directors’ oversight, not for profit donor requirements, or to meet bonding or financial institution credit requirements. We strive to perform audits for our clients in the most efficient manner relying on a seasoned staff of licensed professionals that stays up to date on an ever-changing set of generally accepted auditing standards. Our staff performs audits for the following types of entities: - Legal entities such as corporations and partnerships - State and local governments including Single Audits - Not for profit organizations - Employee benefit plans REVIEW A financial statement review provides limited assurance that the financial statements presented will be free of material misstatement by relying on various analytical procedures and inquiries of management and employees. A review does not involve many of the procedures ordinarily performed during an audit. Even with limited assurance, our firm will go the extra mile by helping our clients clean up and adjust their set of accounts so that they can feel reasonably confident that their books are as they should be at the end of their accounting year. COMPILATION A financial statement compilation relies upon client provided information and may be used primarily for internal use or to satisfy bonding or financial institution credit requirements. A compilation does not provide any level of assurance. Although a compilation provides no assurance, our firm will go one step further than most of its competitors by working with our clients to help them ensure that their year-end accounting is clean and up-to-date. Financial Forecasts & ProjectionsIn the current economic uncertainty, more and financial institutions are requesting a financial projection or forecast of a business’s expected future results. Financial forecasts and projections can be used to present the hypothetical financial position and/or results of operations after a proposed capital investment or expansion, a business merger, acquisition or sale or the approval of additional lines of credit. Our firm will advise and guide you through the process of enumerating your hypothetical assumptions so as to best present potential changes affecting your business. Bookkeeping/Write-UpMeaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Other Financial Statement ServicesWe can also provide various other financial statement services not detailed above. Please feel free to contact our office with any questions you might have. Our staff would be happy to provide you with a fee proposal for any of the current financial statement services we offer. Consulting Services
Business ValuationsAn integral step in any personal financial plan is to determine a value of your closely held business. Whether you are contemplating an acquisition of a business, or considering a sale of your business, our experts can help you through the complex process of determining a value. If you are considering divorce, our firm’s business valuation services can be invaluable in assisting your attorney in negotiating a property settlement when a closely held business is involved. Our valuation services also assist in the planning and filing of estate and gift tax returns.
One of the firm’s partners, Curtis A. Clark, is both a certified public accountant (CPA) and is accredited in business valuations (ABV). He has over thirty years of experience in the valuation field and has helped hundreds of our clients resolve their business disputes over valuation issues. Consulting ServicesWe gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning
*Financing and credit decisions
*Development of policies and procedures
*Cash flow management
*Trustee services
*Personal representative services Estate PlanningEffective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. Financial PlanningA properly structured financial plan enables you to face financial challenges that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. In any counseling with you, we may analyze proposed investments in terms of your financial position and goals, as well as their tax aspects; but we will offer no recommendations as to the investment quality of any specific investment. Other Services
Payroll ServicesAs a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system accurately and prepare all necessary payroll tax returns in a timely manner. Certified QuickBooks Pro Advisor ®We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting. Litigation SupportIn today’s business world, disputes between owners, employees, vendors and customers are unfortunately quite common. Our team of experts can assist you and your attorney in investigating problems or concerns about accounting systems and questionable transactions. Most attorneys struggle when analyzing books and records, and need guidance in order to focus their attention on the most relevant facts and issues. Our staff can assist you and your attorney by sorting through the records to identify those that are most relevant, and most helpful in supporting your legal case.
We have an excellent working relationship with most local attorneys, and bring a solid reputation for independence, fairness and efficiency in helping resolve conflicts. Our litigation support services can often bring resolution to your disputes must faster, and therefore less expensively, than a long drawn out legal battle. Call us today for an appointment to discuss your case and we can show you how our expertise can help you. Other ServicesDue to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service. Notary PublicBring us your important documents to notarize. | 
