Our Services

Tax

We address state and federal tax matters, staying up-to-date on rapidly changing laws and tax code. We proactively determine tax planning objectives and implement methods at reporting time to minimize tax implications and ensure legal compliance. We assess your short- and long-term goals, modifying your plan to suit your business priorities.

 

  • Tax planning (general, mergers and acquisitions, estate and trust planning)
  • Preparation of returns
  • Local, state, and federal taxes
  • Credits and incentives
  • Business valuation and appraisal
  • Compensation, benefits and payroll taxes

Bookkeeping

  • Accounts Receivable
  • Accounts Payable
  • Annual Budgeting
  • Business & Payroll Tax Returns
  • Collections/Aging Reports
  • Inventory Tracking/Adjustments
  • Internal Financial Statement Preparation
  • Job Costing
  • Outsourced Controller Services
  • QuickBooks Consulting
  • Payroll

Financial & Attest Services

  • Financial statement audits, reviews, and compilations
  • Assurance services (including agreed-upon procedures)
  • Not-for-profit audits
  • Employee benefit plan audits (ERISA)
  • Single Audits (OMB A-133)
  • Design of accounting & management reporting systems
  • Business combinations, planning & consulting
  • Mergers & acquisitions
  • General accounting support
  • General business consulting

Business & Financial Advisory Services

  • Help maximize your business’ potential
  • Assistance in an event of lost key personnel
  • Key personnel recruiting
  • Access to information technology support with our affiliate Redding Technology Partners
  • Cash flow and budget analysis
  • Profit enhancement strategies
  • Operational reviews
  • Performance bench-marking
  • Banking and surety bonding assistance
  • Business valuation services
  • Merger and acquisition support

Estate & Trust Planning & Support

  • Trust planning (charitable remainder trusts, intentionally defective grantor trusts, insurance trusts, grantor retained annuity trusts, grantor retained unit trusts, and grantor retained income trusts)
  • Asset protection planning
  • Charitable gifting planning
  • Estate, gift, and fiduciary income tax return preparation
  • Court accounting for estates and conservatorships
  • Fiduciary administration
  • Form 706 (Estate), Form 709 (Gift) and Form 1041 (Estate and Trust) preparation
  • Retirement planning and support

Employee Benefit Plan Audits

Employee Benefit Plan with one-hundred or more eligible participants are required to undergo an annual audit. Many of these audits face scrutiny from the U.S. Department of Labor and are deemed deficient.

 

We spend considerable time preparing our staff with technical training related to these specialized audits. We believe an audit of an employee benefit plan provides opportunities to proactively advise clients of potential pitfalls, thereby avoiding deficiencies in plan administration and execution. We have been auditing employee benefit plans of many types for years and have developed this as one of our specialties.

 

  • Offering both full-scope and limited-scope audits required with Form 5500 filing
  • Closely work with your Plan Administrator for plan design and maintenance
  • Single/Multiple Employer Plans
  • Defined Contribution Plans
  • Non-qualified deferred compensation plans
  • Health & Welfare Plans
  • Assist with representation for you before the IRS and Department of Labor