Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. 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.

Accounting Services

Homeowner Association Audit Services

We've been specialists in this industry for nearly 50 years.  Our experience shows and our response time is incredible.  Contact Jeff Klatt, Audit Partner, for a proposal or information.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but generally express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.  These financial statements generally are in the form of Compiled Financial Statements.

Our accounting services include complete accounting services to the Homeowners Association client....from check writing, billing and accounts receivable, payroll processing and compiled financial statements.

Audited or Reviewed financial statement services can also be provided upon request.

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Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Meaningful, 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.

Our accounting services also include complete accounting services to the Homeowners Association client....from check writing, billing and accounts receivable, payroll processing and compiled financial statements.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Business Consulting

We 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.

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Business Succession Planning Assistance

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we can be a qualified partner in the process of navigating the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Estate Planning Assistance

Effective 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 play a big part on the team to guide you through the complex process of getting your financial affairs in order.

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Financial Planning Assistance

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. We can be a good adjunct advisor in the financial planning process.  We can help your financial planner assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

We have found that small business owners find QuickBooks a particularly useful alternative and are PorAdvisors for this software.

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Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations of different types, partnerships and LLC's, trusts, estates, and not-for-profit organizations.

We'll help you make the right choices at tax time.

Be sure to solicit our help priior to the end of the year with a call for early tax planning.

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EARLY Income Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Plan early and plan well!

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Estate & Trust Tax Preparation

Effective estate and trust income tax preparation involved much more than just filling in the forms.  Allocation of assets into trusts requires detail planning and analysis, a good understanding of who the beneficiaries are and what the unltimate plans for distribution of the assets is. We been involved in this area of practice for over 40 years and can assist you and your estate planning attorney in getting the right assets allocated to the right trust and then accounting for the income and deductions for the trust(s).

Estates & trusts are not entities that most family members are familiar with and is the reason that our assistance is so important during a time when grieving and unfamiliarity can create a great deal of difficulty.  Let us help ease your mind and help you through these difficult times.

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IRS Representation

During 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.

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Payroll & Form 1099 Services

As a business grows, it often 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 prepare all necessary payroll tax returns in a timely manner.

We can also take care of Forms 1099 preparation each year.

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Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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Other Services

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

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