We guide our business and individual clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities in existing tax laws while keeping anticipated tax law changes in focus. We advise our clients on potential opportunities to reduce their tax liability now and in the future. We also meet with the client's investment advisors and legal advisors to achieve the best overall plan for them.
Professional representation is important during an audit or other tax issues. Our experience with tax authorities enables us to guide clients in their communications with federal and state agencies. We will represent our clients who have tax issues with both federal and state taxing entities including the Internal Revenue Service.
We lead in technological advances as it changes rapidly. Our systems have moved to a cloud based environment where clients can securely log into their tax returns and information anytime day or night. We are proud to offer this using tight security and privacy technology.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services range from reconciling bank accounts to preparing financial statements. Our philosophy is to step in at the point where the business is either above their level of expertise or have grown to the point where they need to outsource some of their accounting work to better concentrate on their core business.
Planning for a new business can be daunting. We provide expertise at any stage in the business formation process. These include but are not limited to planning, capitalizing, entity choice, time management, and location as well as more traditional accounting functions of payroll, accounting system design, and obtaining ID numbers and permits.
As a Certified QuickBooks expert known as a ProAdvisor, I help businesses customize QuickBooks for their unique needs and help them get the most out of the software. ProAdvisors are also a great resource to help resolve problems within the operations of QuickBooks.
We can assist with all your payroll needs. We offer direct deposit of paychecks for our payroll client's employees, schedule payroll tax payments, and prepare quarterly and annual payroll reports and W-2s. We offer an option to allow your employees to view/print check stubs, W-2s and edit W-4 info through our secure online portal. We can align our systems with yours or offer online time management systems that streamlines the entire process. Our payroll services can help you reduce the time spent on this administration.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you and to work with your legal counsel to navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking cash sources and uses, forecasting, and budgeting. To a business entity, cash flow is vital to the business’ survival. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success.
We have worked with Wanda since we started our company 9 years ago. Wanda is a consummate professional and has taken very good care of us during our growth. She has proven time and again to be a valuable resource when we are met with challenges in our day to day business. We are confident that she has our best interest in mind in all that she does.
Marilyn Miles – EMS Inc. a world class electronics manufacturer
Wanda has been our accountant for over 20 years and we have never been disappointed by her professional and personal care. Since we've moved overseas, we've made Wanda our power of attorney, which has proved invaluable. Whenever she says she'll do something, you can rest easy knowing it will be done. We cannot speak highly enough of our regard for her.
John and Nancy Siversen – Australia
Wanda has worked with us at Lighting Emporium from our beginning - over 25 years ago. She has been instrumental in our growth and has always been flexible to step in where and when we need her. Early on, when both of our businesses were small, she managed the entire accounting aspect of our company. As our business grew, Wanda helped us transition to in-house employees performing parts of the accounting functions, such as account receivables and payables. She continues to manage our general ledger and payroll functions. Most recently, she led the efforts to change our payroll to direct deposit for our employees.
To sum it up, Wanda’s accounting and business acumen has been indispensable over the years. But what truly makes her important to us is our confidence and trust in knowing her sound advice is only a phone call away.
Ron and Glenda Milam - Lighting Emporium
When my brothers and I entered the restaurant business and opened Feltner Brothers in 2009, we were as green as we could be. And when it came to the accounting, we hadn't a clue. From day one, Wanda set us up for success. Of course, it's easy to give her the run of the mill compliments and say she's professional, accessible, communicates effectively, always has our taxes completed on time and the list goes on. But Wanda has been more than just our CPA. She has been a mentor and educator every step of the way. She has a genuine personal interest in seeing our business succeed and has provided us with the tools to help our business thrive. There's no doubt that with her on our team, Feltner Brothers will flourish for many years to come.
Travis Feltner – Feltner Brothers