Proactive Tax Planning

Proactive tax minimization is crucial to effective wealth management. Tax planning done throughout the year is an essential component of financial planning and investment management. Having a CPA involved in the management of your portfolio can help you avoid unnecessary tax liabilities.

Our team works alongside thereputable team of CPA’s from Valentine Seevers & Associates, PC. John Seevers, CPA and Tammy L. White work in our office providing high-level tax planning for individuals and business owners alike.

Tax Planning and Preparation

Proactively planning can have a profound influence on your financial and investment decisions. Throughout the year, we continually look for ways to minimize your tax liabilities, not just when it’s crunch time. Complicated tax laws make filing tax returns a confusing process. Our experienced tax professionals can help throughout the entire process so you do not miss any deductions or credits and avoid paying too much.

Additional Tax Services:

  • Tax Consulting and Planning
  • Business Acquisition Planning
  • Tax Law Education
  • Pension & Profit Sharing Plans
  • Business Disposition Planning
  • Preparation of Estate Returns
  • Strategies on Taxable Income

Auditing

We provide independent audits of financial statements for client businesses, governmental districts and non-profit organizations. We take pride in our independence and high confidentiality for all clients. Audits are performed on-site in order to facilitate timely detention, open communication and a quick resolution of any issues. Audits provide the highest level of assurance that a company’s financial statements are an accurate representation of a company.

Reviews

Less comprehensive than an audit, but more thorough than a compilation, a review provides lenders and other outside parties with a basic level of assurance on the accuracy of financial statements. If your company is looking for the technical expertise of a CPA, without the extensive time and cost of an audit, a review is a good choice.

Compilations

Compilations provide the lowest level of assurance for companies who are simply needing to fulfill basic requirements from their banks. We will work with your management team to present accurate financial statements. Compilations can be produced on a monthly, quarterly or annual basis.

Complete Small Business Services

Accounting

We can provide complete or à la carte accounting services for your small business, saving you time and money. Services involve keeping record of all financial activity, revenue records, accounts receivable invoices, liability documents and other key data. All cash journals, payroll registers and monthly financial statements are prepared by the firm.

Payroll

We can assist with turn-key solutions to develop and ensure a reliable, efficient, and effective payroll system. All you do is turn in your payroll hours and we take care of the rest, in a frequency that works for your business.