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CPA
Services
Financial
Services
Your Certified Public Accountant can provide you and your business
with a full range of financial advisory services. We will assist you
in:
- paying
the lowest taxes possible and keeping more of what you make
- investing
to earn satisfactory yields
- satisfying
record keeping and report filing requirements
- solving
business problems
- using
financial and audit reports to make sound business decisions
- achieving
the maximum profit from your business venture
- communicating
with other professionals and government agencies
- planning
your estate to achieve your wishes and reduce tax costs
Financial
Statements and Audits
Your CPA can prepare or supervise the preparation of financial
statements. Compilation, review, or audited statements can be
provided according to your needs. Helping you to use the statements
in managing your business and increasing your profitability is an
important aspect of a CPA's service to you.
Financial and Estate Planning
Your CPA is your financial consultant, working with you to increase
your net worth, then planning with you to minimize estate taxes. A
total program including an analysis of net worth, investment review,
family gifting, trusts, retirement planning, and family business
transfers, is available to assist you in maximizing benefits for you
and your heirs.
Tax Planning and Preparation
Your CPA prepares all required tax returns to assure that you are
paying no more taxes than necessary. Throughout the year, your CPA
monitors tax law changes that will affect you, recommends tax saving
strategies, and serves as your advocate in tax matters.
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Investment
Review
Your CPA acts as a sounding board for your investment ideas and
suggests the best structure to maximize your after-tax return.
Business
Problem Solving
As you start a business, your CPA helps you select the proper
organizational structure and secure adequate financing. Your CPA
works with you and your banker, lawyer, insurance agent, and other
advisors to solve your business problems. You receive assistance
with loan applications, pricing, credit policies, cash flow, cost
controls, and your other business needs. If you have a financial
problem your CPA can't solve, you'll be directed to a specialist for
assistance.
Recordkeeping and Reports
Your CPA designs accounting systems to fit your business and
personal financial affairs. Your CPA also prepares payroll reports,
journals, general ledgers, reports to state and federal agencies,
and other financial records and reports.
IRS Tax Problems
IRS tax problems are a vital area of service of our firm. We
specialize in helping businesses and individuals that find
themselves dealing with IRS problems. We represent our clients and
deal directly with the IRS, and when appropriate, recommend an
attorney to represent our clients in those situations when legal
assistance is necessary.
Professional
Competence
Your CPA has demonstrated professional competence by
meeting high education and experience standards for the accounting
profession, passing a rigid nationally-uniform examination, and
meeting state licensing and continuing education requirements.
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