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WIDE RANGE OF SERVICES We're always enhancing and expanding the services we offer to meet the ever-changing and growing needs of our clients. Because you need access to services that can help your specific situation, whatever it may be. To help clients meet their goals, we provide the following services:
An audit can be helpful in identifying areas of strength and weakness within a business structure and can assist in updating your organizational goals and satisfying various financial and legal requirements. While not as extensive as an audit, review or compilation services can also help your organization more effectively. Planning and Taxation Services We are experienced in handling the preparation of corporate, partnership, estate and trust, non-profit, employee benefit plans, and individual income tax returns. We provide our clients with tax projections, rate of return analysis, cash flow analysis, as well as assistance with tax planning throughout the year.
Our unique experience with various types of business structures enables us to provide our clients with management consulting services that can help their businesses realize financial goals. We offer long-range planning, consultations, and succession planning as well as other services.
As a service to our small business clients, we offer monthly accounting and payroll services in one convenient in-house department devoted exclusively to these operations. Our small business department staff is up-to-date on the latest accounting and payroll issues and is available to help you face complex financial challenges. Personal Financial Planning Services To help clients determine financial goals and objectives, we offer diagnostic personal financial planning services. The process may include planning for income and taxes, cash flow, debt repayment structuring, determination of insurance, retirement, financing children's education, or estate and gift tax planning.
It is important to have an appropriate understanding of what your business is really worth. Valuations are also necessary for estate and gift purposes, buy-sell agreements, and many other reasons. We perform valuations regularly and one of our shareholders is a Certified Valuation Analyst (CVA). Estate Planning Services Do you realize that after working for a lifetime to build your family's wealth, your heirs may have to use a significant portion of it to pay the necessary estate taxes? In providing estate planning services, we work closely with your trusted advisors including attorneys, insurance professionals, and trust officers, to develop and implement an estate plan. We emphasize communication in plain language so that you understand and have confidence in your estate plan.
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Financial
Statement Services
Management
Consulting Services
Small
Business Accounting Services
Business
Valuation Services
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Foti, Flynn, Lowen & Company