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Services

Assurance Services
Employee Benefit Plans
Estate Planning
Income Tax
Quickbooks Accounting

Assurance Services
 
Our assurance services team not only performs audits, reviews and compilations, but goes one step further to see the opportunities behind the numbers to improve your business performance. Our services are as follows:

 Financial Statements: Audit, Review, Compilation, Forecasts and Projections
 Yellow Book Audits
 OMB Single Audits
 HUD Audits
 Agreed Upon Procedures
 Internal Control Evaluations
 Accounting System Design and Analysis
 Small Business Bookkeeping and Client Services
 Payroll Preparation and Reporting


Employee Benefit Plans

Our employee benefits team has partnered with investment and legal professionals to create benefit programs tailored specifically for your organization and personnel. Our services are as follows:

Design and implementation of new benefit plans
Review existing plans and recommend possible enhancements
 Provide administrative services for employee benefit plans
Contribution Calculations and Allocations
Participant Accounting
 Trust Accounting
 Governmental Filings
 Tax Planning and Compliance
 Audits of Employee Benefit Plans


Estate Planning

With the phenomenal appreciation in financial assets over recent years, more people than ever are now realizing that a substantial portion of their life savings may be subject to being forfeited to the Internal Revenue Service when they die. Fortunately, we can offer solutions to minimize the impact of estate taxes on the aggregate value of your assets to be transferred upon your death. Through many years of experience we have developed the expertise and the professional alliances with attorneys to make the following services available to you:

Gift Planning
 Family Limited Partnerships
 Charitable Trusts
 Irrevocable Life Insurance Trusts
 Preparation of Various Estate Tax Returns
 Succession Planning and Wealth Preservation
 Estate Plan Checkups to include review of existing wills and trust  documents
 Estimate Potential Estate Tax and Recommend Solutions
 Estate Plan Design and Implementation


Income Tax

As total taxes paid in the United States continue to increase annually, slowly devouring personal income and business profits, strategies to minimize tax liabilities become of great importance. Our team of tax professionals has many years of experience across the continuum of tax services in a broad range of industry and entity specific tax issues. Hundreds of hours are dedicated each year to discerning the effects of changes in current laws, staying abreast of trends and developments in current law and identifying progressive tax planning strategies. Our team is committed to delivering the following services for you:

Preparation of Income tax returns (All Entity Types in All U.S. Jurisdictions)
 Tax Planning and Research
 Representation and Negotiation with IRS and Other Taxing Authorities
 Sales, Mergers, & Acquisitions
 Tax Free Reorganizations and Spinoffs
 Tax Aspects of Proposed Agreements
 Basis and Liability Issues
 Owner Exit Strategies
 Structuring and Analyzing Like Kind Exchanges
 State and Local Tax Compliance


Quickbooks® Accounting

Quickbooks® has become the software of choice among small businesses. Our team of Quickbooks® experts is prepared to provide the following services:

  Hardware and Peripheral Equipment Selections
  Software Installation and Company Setup
  Troubleshooting and Technical Support (Onsite and Offsite)
  Specialized onsite training
  Quickbooks® Training Seminars

Contact Misty Tindol with any of your Quickbooks questions.  

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Business Hours

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© Brunson, Wilkerson, Bowden & Associates, P.C. 2021