budgets, financial statements, tax returns
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
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.
We provide financial reporting on all three levels of assurance:
-- Audit- an intensive examination with the highest level of assurance
-- Review - some analytical procedures conducted with limited assurance
-- Compilation - based upon client information provided and used primarily for internal use.
AUDITS, REVIEWS & COMPILATIONS
reviewing and investigating business financials
preparing tax returns
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 for Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, trusts & gift and Not-for-profit organizations
-- Taxing authority representation
-- Divorce and support issues
-- Tax effects of buying/selling a business
Meaningful, well-organized financial records ensure that your farm or 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.
record keeping of financial affairs
banking, insurance, and wealth management
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
-- Financial & retirement decisions
-- Estate, trust & gift planning
Every business is faced with the challenge of capital financing. Here at Smith, Lange, and Halley P.C., we strive to assist your needs in financial representation. Whether you require financial statement compilation for favorable financing rates, or business valuation services, our efforts are professional, efficient, and effective.
providing information about loan rights
personal and professional contact needs
Designing contracts for either personal or professional needs can be daunting. Three critical areas of expertise are required for a highly effective contract: personal knowledge, information coming from the client composed of their needs and desires; financial consequences, describing the fact that nearly all contracts possess a financial element; and legal representation, because many legal documents possess specific dictation to create an unbreakable document. We work together with our clients and lawyers to design a contract that suits their needs while promoting their profitability.
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
-- Investment review
-- Cash flow forecasting
-- Employee benefit plans
bankruptcies, asset protection, mergers