Our Services

ATTESTATION SERVICES

• Audits
• Reviews
• Compilations
• Preparation of Financial Statements
• Audits of Retirement Plans

TAX SERVICES

Compliance with Creditability
Income taxes are a significant cost of doing business. We believe that effective control and reduction of your income tax costs requires aggressive tax management. By focusing on tax planning and compliance, we help you become proactive rather than reactive.

Our understanding of complex and changing tax laws along with our use of various computerized tools to stay ahead of current tax issues and legislative changes can result in lower taxes and an improved financial position for you.

OUR TAX SERVICES INCLUDE:

• Business, individual and fiduciary tax return preparation at the federal and state levels
• Employee benefit and deferred compensation plan consulting
• Business, family and individual tax planning
• Representation and negotiation relating to audits by federal and state taxing authorities

ACCOUNTING & CONSULTING SERVICES

Strength With Numbers

Accuracy in accounting data is the building block for all financial planning and decisions. Our initial step in any new engagement is to review your existing accounting systems and procedures, note any shortcomings and offer suggestions for improvements. At the start of any engagement, we ask our clients about their plans for the future and demonstrate how our firm can help. Our goal is a long-term one: to build successful business relationships and help our clients over many years.

OUR APPROACH TO ACCOUNTING AND CONSULTING SERVICES IS TO:

• Determine the level of financial reporting necessary to satisfy the owners of your company, its management team and third parties who require independent financial reporting
• Provide value-added services in addition to the traditional audit, review or compilation services you have received in the past
• Work with you to ensure you understand all of the financial reports you are receiving, both internally and externally prepared and make sure those reports are a
• Valuable tool for operating your business
• Help with business strategies

BUSINESS VALUATION

Valuation – The Key to Achieving Your Business Goals

Valuation is a widely used discipline that can play a key role in helping you achieve your financial goals. If you own a business, you will, at some point, need professional valuation services if you want to protect your wealth or determine how much an asset is worth. Valuations are necessary to:

• Sell your business at a price commensurate with its value
• Provide a lender with financial statements for a business loan
• Plan for a merger, acquisition or stock offering
• Develop an estate, tax or succession plan to protect your wealth
• Determine the value of assets and liabilities for a divorce settlement
• Provide expert testimony in the litigation arena
• Initiate a claim for damages
• Establish an Employee Stock Ownership Plan (ESOP)

Ben Snyder has been recognized by the American Institute of Certified Public Accountants for his successful completion of the Accredited Business Valuation (ABV) program, a program established to assure that business valuation services providers are experienced, tested and accredited.

A CPA successfully completing the Accredited Business Valuation (ABV) program has:

• Met the rigorous ABV accreditation requirements of the AICPA
• Proven competence in the complexities of business valuation
• Advanced CPA training and broad knowledge of finance and business
• Skill in selecting the most appropriate valuation methods

The CPA•ABV designation is the mark of a valuation professional who is able to provide a sound, credible valuation based on all relevant facts, common sense, informed judgment and reasonableness.

MERGER & ACQUISITION SERVICES

Getting the Deal Done

Our firm has represented both buyers and sellers in many business transactions and has been highly successful in “getting the deal done” in a timely manner. Our services vary from conducting due diligence procedures to assisting in the marketing of your business or finding a target business to acquire, negotiating and preparing “letters of intent,” coordinating legal review and related documentation and, finally, monitoring the business post-sale or acquisition.

Prior to any sale or purchase we will complete a review of all tax implications related to the business transfer, including forecasting anticipated cash flows of the sale proceeds or required capital structure.