| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. From individuals to multi-tiered partnerships, our experienced staff can develop tax strategies that take advantage of constantly-changing tax laws and legislation to minimize both your current and future tax liabilities. We strive to provide our individual and business clients with the proactive taxation expertise and knowledge that they deserve throughout the year.
Our ongoing investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, LLCs/LLPs, trusts, estates, and not-for-profit organizations. |
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| Audits, Reviews and Compilations |
| We view our role in the financial reporting process not merely as compliance-oriented, but 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 of your company’s systems and records, providing the highest level of assurance
• Review - performance of analytical procedures with limited assurance expressed
• Compilation - based upon client information provided and used primarily for internal use, as no assurance is expressed |
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| Consulting Services |
| 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. Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success. |
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| Financial & Retirement 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. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years as well as through your retirement years. |
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| Estate & Wealth Preservation Planning |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving family members, 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. |
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| Payroll Services |
| Part of growing a business is hiring additional employees. However, this can often result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns and other related filings in a timely manner. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined contribution or defined benefit plans, Keoghs, SEPs, etc.) can provide significant tax advantages for closely-held businesses and self-employed individuals. Our qualified staff can assist you in evaluating and implementing the type of retirement plan that will best serve the needs of you and your employees. |
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| Employee Benefit Plans |
| The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the planning, development, and implementation of your employee benefit plan. |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff is able to assist you with the day-to-day tasks associated with bookkeeping as well as with the resolution of any questions or problems which arise. Helmholdt+Company LLP employs several QuickBooks® certified staff members ready to assist you with your current QuickBooks® needs, as well as with other various bookkeeping software packages such as Client Bookkeeping Solution®, Quicken®, Peachtree®, and more. |
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| Computer Consulting |
| Whether you are contemplating the addition of new computer hardware and/or software or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing, upgrading, and installing your business' computer systems. |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals or actual use. Our experienced staff can help you choose and implement the system that best fits your needs. Certified QuickBooks® ProAdvisors on staff. |
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| Business Valuations |
| Whether you are thinking of investing in a new business venture or are in the middle of selling your current company, the amount attached to the value of your business is important. Our Certified Valuation Analyst can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| 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 related financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. For those clients who are not yet at that point of transition, we can assist you in establishing a buy/sell agreement which will provide for your specific goals and objectives when that time comes. |
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| 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 the most favorable after-tax return. Through our affiliation with Raymond James Financial Services, we are able to more-effectively accomplish this goal and provide even greater value to the investing process. |
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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, positive and/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 entity for your company. |
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| 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 or disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash flow sources and uses. |
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| Debt & 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 in consolidating your current debt into a more manageable balance. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff and our affiliation with Raymond James Financial Services can assist in achieving the financial goals of both you and your company. |
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