Want & Emery CPAs, PC provides a wide range of services to individuals and businesses in a variety of industries. At Want & Emery CPAs, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
- Tax Management Services
- Advisory Services
- Financial Projections and Forecasts
- IRS Representation
- Entity Selection and Restructuring
- Employee Benefits, Pension, and Profit-Sharing Plans
- Cash Flow and Budgeting Analysis
Tax Management Services
At Want & Emery CPAs, we guide our 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 to be found in existing as well as recently altered tax laws.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Want & Emery CPAs accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
- Litigation support
At Want & Emery CPAs, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.
These services include but are not limited to:
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Transaction structuring and negotiations
- Business succession
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Want & Emery CPAs's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Want & Emery CPAs combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
Financial and Retirement Planning
Want & Emery CPAs's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Want & Emery CPAs can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Want & Emery CPAs can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Want & Emery CPAs can advise you on choosing an entity type and later restructuring if advantageous.
Accounting Software Selection, Implementation, and Support
Choosing and implementing a new accounting software system can be a challenging undertaking. Want & Emery CPAs is experienced with the various versions of QuickBooks that allow us to aid you in implementing the software that will suit your company's needs. Training and support will ensure minimal disruption of your everyday business processes. New advances in the latest releases of QuickBooks provides for clients to create a new Accountant's Copy with a dividing date so you, our client, may continue daily input while we work on the information provided.
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Want & Emery CPAs can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.
Want & Emery CPAs's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Want & Emery CPAs can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.
Reviews & Compilations
Want & Emery CPAs, PC's financial statement services comprise two levels of assurance depending on your company's needs.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.