Our primary services include:
Services
Tax Planning & Advisory
Regardless of your status (individual, business, etc.), the staff of WJR has the knowledge and experience to help identify opportunities that minimize liabilities and maximize your tax savings. We make a point of taking a proactive vs. reactive stance on your taxes, helping you with:
- Tax Planning & Preparation
- Asset Protection
- Business Entity Selection
- Estate Planning
- Retirement Planning
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and give you the information you need to make informed and smart business decisions. Our firm provides a full range of cost effective accounting services including:
- Contract Controller
- Bookkeeping
- Personal Financial Statements
- General Ledger & Financial Statement Preparation
- Cash Flow & Budgeting Analysis
- Forecasts, Projections & Planning
Small Business Advisory
We are dedicated to helping small business owners and their companies get the most out of their investment. We will take the time needed to sit down with you to discuss your current situation and how we can help, looking at where you want to be and how we can support your vision. We will work with you and your staff to assist your business with the following:
- Business Succession Planning
- Business Valuation
- Buying & Selling a Business
- Employee Benefit Plans
- Management Advisory Services
- Mergers & Acquisitions
- Payroll Services
- Quickbooks Consulting
Audit & Assurance
The staff of WJR is well versed in the rules and regulations involved in the audit and assurance process. We have assisted our clients evaluate systems, organizations, individuals and projects, to name a few. We will help you discover and correct any areas that are not in compliance and identify areas with the potential for issues. We can assist you with audit and assurance services, including but not limited to:
- Audits, Reviews & Compilations
- Forensic Accounting
- Fraud Prevention & Detection
- Regulatory Compliance & Reporting
Business Valuation / Litigation Support
There are few things more worrisome than litigation. We can help alleviate the stress by assisting you with your legal accounting matters. Our experienced staff will help you understand the impact litigation has on you and your business. We will address the complexities of your financial and accounting issues and prevent them from progressing into much more serious matters. Our firm provides a full range of litigation support services including:
- Business Valuation
- Buying & Selling a Business
- Mergers & Acquisitions
- Asset Protection
- Expert Witness & Deposition Services
- Discovery Assistance
- Damages Analysis
Tax Compliance
In an increasingly shrinking world, tax compliance has become trickier and the laws more difficult to navigate. We will help take the guesswork out of your tax matters and reduce the cost and burden often associated with compliance. Our staff has a great deal of experience in assisting clients with tax compliance, including the following services:
- Estate & Trust Tax Preparation
- IRS Representation
- Sales Tax Services
- Federal, State & Local Tax Advisory
- Multistate Issues