| FOWLER DURHAM & COMPANY, PLLC | |
|
|
|
|
| Our firm offes a wide range of services to businesses and individuals. Our clients benefit from the personal style of servce that focuses on each client's unique needs, priorities, and goals. Our goal is to offer the highest quality services and to provide only services that are within our capabilities. For services beyond our capabilities we will use the teamwork approach by partnering with other CPA's and professionals to meet your needs. Below is a listing of services we offer including professional partnering services which are offered through other professionals under our direction. If you do not see a service listed you need, please inquire since the listing is not all-inclusive. |
|||
| (Click Service Title For Details) |
| Tax Planning and Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or involved in multiple business ventures, our experienced staff can develop tax strategies that take advantage of tax laws and adjusts to new legislation. |
 |
| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" or "C" corporation, sole proprietor, partnership, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
|
| Tax Free Like-Kind Property Exchanges |
| Like-kind property exchanges are an excellent way to defer taxes but making the wrong move can have disastrous consequences. We will walk you through the steps of the property exchange to ensure that the law is followed. Third party agents such as attorneys, real estate agents, or exchange companies are used to properly broker the exchange. |
|
| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
|
| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs, Simples…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
|
| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
|
| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
|
| Basic Accounting, Bookkeeping, and Payroll Services |
| We offer the following basic accounting services in addition we are available to train your staff to perform the duties in your office. * Bookkeeping * Check Writing Services * Payroll Tax Reports * Sales Tax Reports * Other Tax, Franchise, and Agency Reports *Spreadsheet Design For Special Reports |
|
| Audits, Reviews and Compilations |
| 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. |
|
| Accounting Software Selection and Implementation |
| The number of computerized accounting software packages available for small businesses and individuals is growing every day. Our experienced staff can help you choose and implement the system that best fits your needs. We currently provide setup, installation, and accounting use support for One Write Plus and QuickBooks accounting software. |
|
| QuickBooks Pro Advisor Services |
| Our staff includes a QuickBooks Pro Advisor in addition to others that are very familiar with the program and it's many extraordinary uses. Our services include everthing from setting up a simple general ledger to designing complex reports for management and compliance issues. If you need to know anything that is happening in your business we can design a report just for you. |
|
| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
|
| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
|
| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
|
| College Planning |
| College planning is much more than saving for colege or filling out financial aid forms. Each student and their family are unique in their needs, priorities, abilities, and goals. Whether the college child is a new arrival in the home, on the verge of starting college, or already in college; wheteher financial resources are scarce or abundant, planning is essential. We will help you map out a strategy that is most effective for you to reach your goals while minimizing the costs. |
|
| Debt and Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
|
| Church and Minister Compensation Planning |
| Ordained ministers are taxed differently than most individuals. They are considered self-employed for social security purposes but employees for income tax purposes. Housing benefits and church expenses further complicate the matter. We provide step by step consultation and implementation to insure the compensation package meets government regulations while being tax efficient. |
|
| Investment Review |
| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
|
| Professional Partnering Services |
| Professional partnering is offered by others with expertise in the following areas: * Auditing * Litigation Support * Forensic Accounting * International Accounting * Business Valuations |
|
| Speaking Engagements |
| Cliff and Sindy are available for speaking engagements for church, school, civic, and professional groups. Topics readily available are: * Current Tax Changes and Specific Tax Topics * College Planning - general and detailed for the students and parents * Financial Planning - Including Estate and Retirement Planning * Careers in Accounting - for grade school and high school groups * Small Business Needs- various topics * "Master Your Money" course by Ron Blue - a multiple session study on money management and stewardship |
|