| Accounting Services |
| Providing
financial information to our clients in a timely and accurate manner is
a commitment that we feel cannot be compromised. Meaningful,
well-organized financial records ensure that your business operations
will run more efficiently on a daily basis. Our firm provides a full
range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support |
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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.
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| Litigation Support |
| We
are updating this paragraph, please check back.
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| Divorce Asset Division/Alimony |
It’s important to realize that divorce is the breakup of an economic unit, as well as a family unit. The process should be approached as a dissolution of a financial partnership, with each party attempting to remove the emotions from the process in order to develop a workable plan. There are three common emotions that are prevalent in the beginning stages of a divorce: fear, anger and guilt. It can be a role of the CDFA to recognize these emotions, determine where they are coming from, and help defuse them.
Wyatt Henderson is a Certified Divorce Financial Analyst and a member of the Institute for Divorce Financial Analysts, a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants, the South Carolina Association of Certified Public Accountants and the South Carolina Tax Council. > Please click here to view full details regarding CDFA - Certified Divorce Financial Analyst
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| Bookkeeping/Write-Up |
| 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.
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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 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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| 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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| 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. Compilations differ from reviews and
audits as they are based upon client information provided and used
primarily for internal use only as no assurance is expressed.
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| Consulting Services |
| 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. The following is just a few of the
areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
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| Estate & Trust Tax Preparation |
| Effective
estate and gift 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 guide you
through the complex process of getting your financial affairs in order.
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| Estate Planning |
| 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 guide you through the
complex process of getting your financial affairs in order.
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| Financial Forecasts & Projections |
| Forecasting
is a necessity when trying to effectively manage and lead a business to
profitability. From simple projections to complex financial modeling,
our experienced staff can assist you in achieving your company's
financial goals.
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| Financial Planning |
| A
properly structured financial plan enables you to face any financial
challenge that may present itself at each stage of your life. Through
the financial planning process, we can help you assess your financial
needs and develop strategies that will enable you to achieve your goals
and strengthen your financial security.
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| Financial Statements |
| We
can assist you in the preparation of your financial statements in
accordance with professional standards, but 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.
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| Investment Review |
| As
you develop your investment strategy, we will act as your sounding
board. We can help you and your investment advisor build an investment
portfolio that takes into consideration the impact of taxes and
produces a favorable after-tax return.
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| Management Advisory Services |
| Even
the most qualified managers can benefit from competent, objective
feedback. We can help your company's management team develop long-term
objectives and specific strategies to facilitate your business' future
growth and success.
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| Other Services |
| Due
to our diverse client base, we encounter a wide array of financial and
tax issues. As a result, we have gained valuable experience over the
years in numerous specialized areas, many of which are listed below. We
feel our ability to provide such a variety of services reflects our
versatility and competency, as well as our dedication to quality client
service.
*Mergers & acquisitions
*Asset protection
*Bankruptcies
*Litigation support
*Expert witness services
*Internet commerce |
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| Payroll Services |
| As
a business grows, it 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 develop a payroll system and
prepare all necessary payroll tax returns in a timely manner.
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| Pension & Profit Sharing Plans |
| Qualified
retirement plans (e.g. defined-contribution or defined benefit plans,
Keoghs, SEPs…) can provide significant tax advantages for closely held
businesses and self-employed individuals. Our qualified staff can
assist you in evaluating the type of pension plan that will best serve
the retirement needs of you and your employees.
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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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| Sales Tax Services |
| Many
of our clients are responsible for collecting and submitting sales
taxes in many different vicinities. 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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| 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.
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| 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,
partnerships, trusts, estates, and not-for-profit organizations.
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| Tax Services |
| We
prefer to take a proactive vs. reactive approach to tax services. By
keeping current on new tax laws and legislation, we are in a position
to identify key tax planning opportunities that minimize both your
current and future tax liabilities. We provide our individual and
business clients with the taxation expertise and knowledge that they
deserve throughout the year. Tax services offered include but are not
limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
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