Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business. We are a certified QuickBooks ProAdvisor.
Business Consultation
As a true business partner, we are available to help you deal with business problems or opportunities. Whether you face questions related to starting, expanding, selling or reconstructing your business, we have the business experience and analytical capabilities to help you make informed decisions. Some of our current business types:
Professional Services: Law Firms, Medical Practitioners, Architects, Engineers, and Consultants
Consumer Services: Retail Sales, Insurance Agencies, Licensed Craftsmen, Contractors, Wholesale Firms, and Recreation Providers
General Business Administration: Assisting Business Owners Regarding Industry-Specific Tax Laws and Compliance Matters, Budgeting Issues, Interpreting Financial Reports, and General Business Consultation
Business Entity Selection
The most important decision that the new owner(s) of a Start-up business must make is selecting the correct type of tax entity in which to operate. The selection must fit the nature of the business while minimizing the tax impact on both the business and its owners. Our firm’s goal is to help you choose the right entity structure and to simplify the start-up and development phases of your new business.
The correct business entity choice that is applicable to your situation depends on the number of owners and their end-goals for the new business, among other important factors to apply to the decision-making process. The business entity choices are: Limited Liability Company (LLC), S-Corporation, C-Corporation, Partnerships and Associations.
Estate, Trust & Gift Tax Return Preparation
Estate and Trust tax matters affect everyone and may trigger reportable “gifting” issues. By taking proactive steps today, you can ease the way for your heirs during very difficult times. We can work with your legal counsel to help you to structure your estate and trusts to minimize exposure to various taxes and ensure a smooth transition to your heirs. We are available to handle estate, trust and gift tax related matters.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. For example, if you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and the participation of its employee, as well as the legal and compliance issues related to each type of plan.
Tax Return Preparation & Planning
The federal government changes the tax laws for all of us annually. Individuals, estates, trusts and businesses are affected by complicated, complex and confusing Tax Acts. Our staff at Ward & Associates CPAs, LLC are constantly studying the latest tax legislation, and other developments, that affect you and your business in order to identify lawful new ways to reduce your tax liabilities.
Our firm also keeps up to date on the federal tax laws relating to estates, trusts and gift taxation as well. Ward & Associates, CPAs, LLC will work closely with your attorney, your insurance agent, and/or your financial planner to coordinate your family’s estate, trust and gift tax planning.