Tax
Planning and Preparation:
As specialists in the area of taxation, we prepare all
required tax returns to assure that you are paying no more taxes than
necessary. Throughout the year, we monitor tax law changes that will
affect you, recommend tax saving strategies, and serve as your representative
in tax matters.
Financial
Services:
We want to help you to utilize your resources more effectively
as you work toward your financial goals. We can provide you with a full
range of financial advisory services and help to communicate your needs
to other professionals and government agencies.
Business
Valuations:
Business valuations are required for a myriad of business
needs. Whether you are looking to sell, purchase or merge a business
environment, or provide for estate/gift tax planning, employee stock
ownership plans or insurance needs, you will find our firm is a leading
competitor in the valuation field.
Our
litigation support during such events as a divorce or multi-owner dispute
can help you negotiate your position through understanding and the use
of proven valuation techniques. Click
on this link for the official NAVCA website.
Record
Keeping and Reports:
Our state-of-the-art equipment and customized software allows us to
give you timely and accurate reports, while reducing the hours required
to process your work. Our creation of customized programs and the training
of our personnel makes us available when you need us with creative,
individual attention.
Business
Problem Solving:
As you start your business, or reevaluate your existing business, we
will help you select the properorganizational structure and secure financing.
We can give you assistance with loan applications, pricing, credit policies,
cash flow, cost controls and other business needs.
Bookkeeping
and Payroll Services:
Our staff and resources can assist you with after-the-fact processing
of your accounting records, help you develop an in-house accounting
system or provide the needed installation and support for many of the
off-the-shelf accounting programs that are now available. Providing
payroll to employees doesn't just stop with the issuance of a payroll
check. There is probably no other bookkeeping function that can involve
as many agencies and provide as many areas for employer risk. We can
assist you in providing a direct payroll service, compiling your payroll
information on an after-the-fact basis or setting up. Through our years
of experience we have developed insights and strategies to handle such
areas as tip reporting, pensions and other employee benefits. Additionally,
we have developed a focused concern with such agencies as unions, insurance
carriers, social security, Internal Revenue Service and numerous state
income and unemployment departments.
Estate
Planning:
Nothing can be more devastating than death, except for the payment of
taxes that could have been legally avoided as a result of a death. We
can work with your lawyer, or provide you with a selection of qualified
lawyers, to coordinate the legal and tax implications that follow what
you want to happen after your death.
Ward,
Lane and Associates, P.C. specializes in all matters of business and
personal financing. We will help you solve any of your business and
financial problems in a timely and personalized manner.