Visse & Company, CPAs provides tax preparation, planning, accounting, auditing, financial statements and consulting to individuals and businesses in various industries. We help you plan for the future and achieve your goals in an ever-changing financial and regulatory environment. Below is a brief description of some our services. This list is not all-inclusive, so please contact us to inquire about any service not listed.
We provide accounting services on a continual and special needs basis, including:
- 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
Financial Statements—We can assist you in preparation of financial statements for your business, trust or personal accounts in accordance with professional standards. Financial statements are sometimes required by third parties, such as banks and bonding companies, and can also be used to help guide your financial decision-making process and evaluate performance.
Bookkeeping—Accurate and organized record keeping is the cornerstone of successful business operations. We can assist you in organizing and implementing bookkeeping and accounting procedures so you can concentrate on running your business as efficiently as possible.
QuickBooks Assistance—QuickBooks can provide useful and timely information. However, it requires you to purchase the right product, install it, set it up, and use it properly. We help you utilize the software efficiently and effectively by providing personal training, installation, setup, support, and review of your QuickBooks system.
Payroll Services—We help you develop and implement a payroll system that processes timely payments to employees and government agencies. We will also assist in the preparation of payroll tax returns.
Please contact us for details on how we can fulfill your accounting needs.
Audits—We perform audits of small to medium size businesses, homeowner’s associations, and employee benefit plans, such as 401(k) plans. An audit provides the highest level of assurance that your financial statements are accurately stated, and is performed using Generally Accepted Auditing Standards. Systems of internal controls and accounting policies are evaluated, and other evidential matter is examined during the audit process.
Reviews—We perform reviews of financial statements. A review provides some limited assurance and mainly consists of analytical procedures and inquiries with the management team.
Compilations—Compilations are based upon information provided by a company's management. They do not offer any assurance, like audits or reviews, but may include recommendations for strategic adjustments to accounting records prior to issuing the report.
We provide tax planning and preparation services for individuals, estates, and a wide range of businesses including LLC's, S-Corporations, and non-profits. Our staff is knowledgeable, experienced, and versed in current tax law. We help you minimize your tax liabilities, maximize cash flow, and track your financial goals.
Individual—We work with a wide variety of individuals from many different backgrounds and walks of life. Our goal is to provide you with a tax return that is thoughtfully prepared and takes into consideration your various types of income such as wages, stock options, interest and dividends, retirement income, business income, capital gains and losses as well as maximizes deductions and tax credits in accordance with complex IRS tax laws. We look at current results on your tax return and keep an eye on the future.
Business—Every business is unique and has varying needs when it comes to tax preparation. We work with many small businesses and their owners, and take a comprehensive approach while providing tax planning to minimize your current and future tax liabilities. Whether your business is a C-corporation, S-corporation, LLC or partnership, we offer years of experience in preparing accurate and efficient business tax returns.
Trust and Estate—We assist families and individuals with tax preparation and tax planning related to marital trusts, credit shelter trusts, other trusts, and gifting. When a loved one passes, we help families navigate what income and estate taxes apply to their family member's estate. We gently walk you through the process of estate planning and tax preparation during what can be a difficult time.
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Our consulting services strive to help you successfully reach your financial goals while assisting you in managing your assets, debts, financial and tax responsibilities. We work with your other advisors, such as lawyers, bankers and investment advisors, and act as a sounding board for issues that affect you and your 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, we can advise you on what entity type to choose and when restructuring may be advantageous.
Coordination with Advisors—We work alongside your network of financial planners, lawyers, and other advisors to coordinate and efficiently manage your annual and ongoing tax obligations. We ensure open communication and coordinated efforts in a team approach.
Employee Benefit Plans—Selecting and administering benefit plans for your employees can be a complex process. We can assist you in developing and implementing employee benefit plans that are the right fit for you and your business. From Simplified Employee Pension Plans (SEPs) to 401(k) or Health Savings Accounts, we help you maximize the tax advantages of these plans, as well as comply with the various government agencies rules and regulations in this area.
Business Succession—We work with clients to form strategically sound plans that address the complex issues surrounding the transition of your business to a successor. It is important to develop a plan that is right for you in transitioning out of day-to-day operations, and to ensure the continued success of the business.
Retirement Planning—The road to retirement is usually more of a drive through the country going up peaks and down into valleys than it is a straight shot on a highway. We can help you navigate and set up a road map to take the proper steps to reach your goals.
Estate Planning—Our team offers extensive knowledge of current federal and state estate tax laws and can assist you in appropriate strategies to minimize your estate tax burden. We can help you resolve those lingering tax uncertainties and determine the best outcome for you and your family. Good estate planning brings peace of mind and acts as a gift to yourself and your loved ones.
Wealth Planning—Wealth planning addresses three main issues: preserving your wealth, planning for distributions of your wealth during your life, and planning for the distribution of your wealth after your lifetime. We work with you in these areas by focusing on tax, retirement, and estate planning and developing strategies for you to meet your goals.
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