Accounting Services
Retirement Planning*
Succession Planning
Tax Planning and Return Preparation

 

Accounting Services
  • Bookkeeping assistance
  • Preparation of quarterly payroll tax returns and W-2's for employees
  • Preparation of sales and use tax returns
  • Preparation of personal property tax returns
  • Training & Support of Intuit® QuickBooks Accounting Software

 

Audits, Reviews and Compilations

We will assist you in the preparation of your financial statements in accordance with professional standards with the following levels of assurance.

  • Audit-The objective of our audit is the expression of an opinion about whether your financial statements are fairly presented, in all material respects, in conformity with generally accepted accounting principles. An audit will be conducted in accordance with generally accepted auditing standards and will include tests of your accounting records and other procedures we consider necessary to enable us to express such an opinion. Our procedures will include tests of documentary evidence supporting the transactions recorded in the general ledger, tests of the physical existence of inventories, and direct confirmation of receivables and certain other assets and liabilities by correspondence with selected customers, creditors, and banks. We will request written representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about the financial statements and related matters.
  • Review-A review will consist primarily of inquiries of company personnel and analytical procedures applied to financial data, and we will require a representation letter from management. A review does not contemplate obtaining an understanding of the internal control structure or assessing control risk, tests of accounting records and responses to inquiries by obtaining corroborating evidential matter, and certain other procedures ordinarily performed during an audit. Thus, a review does not provide assurance that we will become aware of all significant matters that would be disclosed in an audit.
  • Compilations-A compilation is limited to presenting in the form of financial statements information that is the representation of management. We do not audit or review the accompanying financial statements and, accordingly, do not express an opinion or any other form of assurance on them.

 

Comprehensive Tax and Financial Review*

The Tax and Financial Review is a service we offer our clients as a way of providing them every opportunity to plan for their future. Our affiliate Joyner, Kirkham, Keel & Roberson WealthCare, LLC, provides this service.

Our team at WealthCare will review your personal goals and areas of concern and then custom tailor a strategy dedicated to your success. As part of this service we assess your present financial condition and discuss with you your personal goals. We then will develop a comprehensive financial plan that will aid you in achieving your personal goals. The plan will address such areas as retirement planning, college savings, investments, asset protection, estate planning, income replacement needs, life insurance and long term care needs. This is not the end of the process; we will also monitor your progress and periodically reassess your plan and changes in your goals.

If you are not interested in a complete financial plan we can also assist you in planning for one or more selected financial issues.

 

Management Consulting

We specialize in identifying and developing opportunities for growth and increasing profits as well as strengthening your financial and tax positions.

Business owners and managers are faced with questions like: How can we make our business work better than our competitors? How can I make my team more productive? How can I offer better service than anyone else? How can I make my business stand out? How do I compete on something other than price? How do I build better systems and controls? How can I keep track of everything without burning out? How can I improve my profits, my lifestyle, and realize the value of my business as an asset?

If you are ready to work with us to increase your net financial worth, call us for an appointment or e-mail us today. Do not Fail to Implement (FTI)!

 

Retirement Planning*

We assist business owners in selecting retirement plans that best fit the needs of the company's employees given the business' available resources. Once the type of plan has been determined, we can assist you in selecting the appropriate investment(s) for plan assets.

 

Succession Planning

We help business owners plan for the orderly transition of business ownership to family members, key employees or outside parties given the business owner's goals and circumstances.

 

Tax Planning and Return Preparation

  • Individuals-We make every effort to be sure you pay the least amount of tax that is legally due. We work to find tax savings opportunities for you, reducing your overall tax liability. Financial planning and investment opportunities are analyzed, but always with tax savings in mind.
  • Corporations-We provide, in addition to corporate tax returns, business tax planning and management consulting to small businesses. This can range from cash flow analysis to retirement plan structuring, all done with tax savings as one of the primary purposes.
  • Partnerships and LLCs-Many new and existing business entities now choose to be organized as partnerships and LLCs. We have experience in providing you with tax saving solutions in the area of partnership and LLC's taxation.
  • Exempt Organizations-Whether it is putting together a request for exemption or selecting the type of tax-exempt entity for your group or organization, we are ready to assist tax-exempt entities in making the best business and tax decisions.

*Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of Alabama, Connecticut, Florida, Kentucky, North Carolina, New York, Pennsylvania, Virginia and Washington. This is not an offer to sell securities in any other state or jurisdiction.

 

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