William Matthews, CPA., SC. and experienced staff accountants offer services in all areas of tax preparation, tax planning, accounting, estate planning, and business planning including:

 

Individual Clients

Our firm principals and staff accountants have experience in all areas of tax preparation, tax planning, accounting, estate planning, and business planning.

  • Preparation of federal, state and local income tax returns
  • Preparation of federal, state and local trust tax returns
  • Income tax planning to minimize tax liabilities
  • Income tax research and analysis
  • Analysis of new tax laws
  • Consultation regarding estimated tax payments
  • Representation before taxing authorities
  • Estate and gift tax planning to optimize distributions to designated beneficiaries
  • Divorce consultation and related tax planning


Business Clients

Preparation of federal, state and local income tax returns for:

  • Corporations
  • S Corporations
  • Partnerships
  • Limited liability companies
  • Self-employed – schedule C filers
  • Not-for-profit entities
  • Income tax planning to minimize tax liabilities
  • Income tax research and analysis
  • Analysis of new tax laws
  • Consultation regarding children and spouses as employees
  • Representation before taxing authorities
  • Consultation regarding entity selection
  • Preparation of personal property tax returns
  • Payroll services
  • Preparation of other annual business returns (Forms 1099 Misc. etc.)
  • Set-up and maintenance of fixed assets and related depreciation schedules
  • Succession planning for the family and the family and their closely held business

Accounting Software Services

Many small businesses use QuickBooks or Peachtree to run their accounting system. Both software packages are easy to use and very affordable. First time users need a resource to help install and set up the program and to answer questions and offer assistance to ongoing operations.

  • Consultation and training regarding accounting software
  • Set up chart of accounts
  • Issue sales invoices
  • Record cash receipts
  • Prepare bank reconciliations
  • Print checks

CFO Services

Many businesses have a full time accounting person or department and don’t have the need for a full time CFO. CFO services gives you access to a higher level financial professional when you need it.

  • Prepare cash flow projections
  • Prepare budgets and analyze actual to budget results
  • Lease versus buy analysis
  • Structuring financing with banks and private investors
  • Acquisitions and divestitures
  • Assistance with capital financing