Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Business Accounting Services

  • BANK FINANCING REPORTS
  • STRATEGIC PLANNING
  • CFO SERVICES
  • REVIEW-COMPILATIONS
  • NEW BUSINESS SET
  • AG SPECIALISTS
  • INTERNAL CONTROL SYSTEMS
  • SUCCESSION PLANNING
  • CASH FLOW MANAGEMENT
  • BUSINESS VALUATION
  • PAYROLL & BOOKKEEPING
  • NOT-FOR-PROFIT ORGANIZATIONS

Bank financing reports make the difference between success and failure in obtaining a loan.  When our clients apply for business loans, they do so with adequate preparation, sending a clear message to the lender about their Financial ability to Repay their Debt. Successful borrowing means being prepared and organized in their approach.

Internal control systems in place can be a catalyst to greater success.  Our firm can recommend and assist in implementation of controls that provide effective notification to prevent serious business problems. We assess clients current control systems to determine the efficiency and effectiveness of their operating procedures, then make necessary recommendations that help companies become stronger and better.

Strategic Planning encompasses evaluation of all parts of the clients business.  A full analysis or partial analysis, according to our clients needs, is performed to assess what can be done better to ensure long term success.  Formal plans always make a business better!

Succession Planning is a clients’ method of ensuring business survival from one generation to the next.  Whether a client has a family business or will transition to all new ownership, development and implementation of a well-designed succession plan is essential to longevity of the business life span.

CFO services provides clients with an outsourced professional financial manager who works with you to help guide your business to greater success.

Cash Flow Management includes accounts receivable and payable control as well as determining when financing or investing is wise.  Many businesses die from mismanagement of their cash flows. Clients may avoid a cash crisis with proper development of a cash flow projections.

Review & Compilation services provide our clients with reliable reporting for their stockholders, creditors, or private investors.  Each stakeholder has different levels of risk tolerance, so we provide added levels of assurance to meet client needs.

Business Valuations are often overlooked when owners decide to sell their hard earned investment in their company or when planning for their estate.  A proper value ensures clients are rewarded for all the effort in growing their business or can dramatically reduce taxation after death.  Our trained experts will use proven techniques to help clients know the right value for their company.

New Business Setup services help clients ensure proper forms are filed to maximize success for taxation and all aspects of government compliance is achieved.  We take the hassle out of the process.

Payroll & Bookkeeping services are made available to our clients for optimal compliance and accuracy.  Good accounting begins with great payroll and bookkeeping.  Our sister company Management Experts, Inc. has been providing these services since 1993.  Clients can focus on running their business when moving this tedious task to our desk!

http://www.managementexperts.com/

Agriculture Specialists – the agriculture industry has been touted as one of the most regulated industries in our country.  As well it should!  We expect safe consumption of the products it produces!   In addition to safe production the government expects high level accuracy in how the agriculture industry manages and monitors employees, records, and assets.  Our clients enjoy many years of in depth knowledge from all our staff with vast backgrounds in multiple areas of agriculture compliance, planning, and management.

Not-For-Profit organizations government compliance must be maintained to ensure continuance of the organization form.  Our clients can rest assured we are well trained and experienced in NFP applications and compliance.  Our team has many years in assisting NFP clients with their organizations maximization of service to others.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Individual Wealth Management

Personal Financial | Planning Estate & Trust Planning

Investing, College Education, Retirement, Death Taxes, Probate and Budgeting are all part of dealing with life. Planning for these events takes the worry off of our clients when they take control of their own finances through Wealth Management.

Our Wealth Management clients have a developed plan to help maintain value with an overall objective to increase wealth based on each person’s financial situation, goals and risk tolerance. Their plan is regularly monitored to ensure it continues to meet their goals and is revised whenever life changes make it necessary.Professionals such as Investment Advisors, Attorneys, Bankers, and Insurance Agents are all part of the Wealth Management team for clients needing a fully comprehensive approach to their financial planning needs.

This one-on-one guidance can help clients manage risk, improve performance and take the hassle out of planning that can happen when going it alone. Our firm is ready to assist clients through each step of the way.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Tax Problems

Are you feeling the PAIN of Tax Problems with the IRS or a State Taxing Agency?

You can put an end to the misery that the IRS and others can put you through. We can help with Pain Relief as we work with you to resolve your tax problems. Our Confidential Tax Problem services are aimed at practical, effective and affordable solutions.  Your Tax problems nor the IRS will not just go away by themselves.   YOU MUST ACT to REMOVE the PAIN!

If you owe IRS or State Taxes, you have a very serious problem that gets worse each day with added penalties and interest. Because it could take Tax Agencies several years to catch up to you, you may not THINK you have a PROBLEM!  Their Agents are relentless and have no mercy in collecting all the money that they claim is owed from you in any way they can!  When they catch up to you, they can make life miserable until the problem is resolved!

If any of the following Tax Problems are causing you pain, contact us now!  The sooner you begin the less the Pain!

  • IRS Levies 
  • Wage Garnishments  
  • Audit on Taxes 
  • Offer In Compromise
  • Payroll Tax Problems
  • IRS Liens
  • Property Seizures
  • Unpaid Taxes
  • Setting Up a Payment Plan
  • Innocent Spouse Relief
  • Sales Tax Problems

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Tax Preparation – Individual, Corporate, Trust, Estate, Gift, Non-Resident

Don’t miss out on tax savings and get all stressed out at tax time because you don’t feel confident about the complex tax regulations affecting you. Our clients and many other taxpayers who use professionals for their tax preparation feel they greatly benefit from using a professional they can trust instead of going it alone.

So often clients tell us when they did their own taxes on a popular tax software program they didn’t come up with the same answer as we did.  That’s why we are here, to know what the end result should be and ensure the software program gets it right.  There’s just no substitute for the use of an experienced tax professional. You have to know how to properly answer the question from the software program to get the best results for your taxes.

When you hire us to prepare your taxes you can expect;

  • Both personal and computerized review of your tax return for
    • Identification of potential audit flags and risky tax positions the IRS or State may look at more closely.
    • Review of the math to reduce calculation and omission error.
  • Secure online services as required by government taxing authorities.
  • Full staff to assist you with any concerns with your taxes.
  • Advise on potential deductions to limit your tax liability for next year.
  • Small business, rental or farm bookkeeping reports for record retention;
    • Checking account and receipts compiled for tax compliant records

Small business and not kept up your bookkeeping? No problem, we will prepare your annual bookkeeping for your business tax return as well as your personal tax return.

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Tax Planning

Save $$$$ taxes through good timely planning.  Careful planning and legitimate tax strategies often save many times the cost of the planning process.  We only recommend planning for those truly in need of tax reduction strategies.

Tax Planning is important to maximizing the reduction of your taxes.  We will provide you with strategies that legally utilize the most current and often little known tax regulations to successfully reduce your tax liability.

Tax regulations are constantly changing and we spend a great deal of our time keeping up with the complex tax code and new tax regulations through daily taxing agencies updates via email and by attending and holding frequent tax seminars.

Our clients use our planning services to pay the lowest amount of taxes allowable by law because we jointly look for ways to minimize client taxes all year.  Don’t wait, January 1 may be too late!

Some Tax Saving Strategies to Consider; (all are complex Legal tax strategies requiring moderate to intense administrative oversight)

  • Spreading income among several family members or legal entities to take advantage of lower brackets.
  • Recognizing income or expenses from one year to another that can result in a lower tax rate.
  • Deferring taxes with qualified investment choices such as pension plans, contributions and other similar plans.
  • Making certain investments that can produce tax exempt income.
  • Investing in assets producing tax deductions by structuring your money to pay for things such as a vacation home, college apartments, etc.

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Call today to schedule an appointment!