QUAY FINANCIAL |
| Our firm offers a wide range of services to our individual and business clients. Our clients our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| (Click Service Title For Details) |
| Tax Services |
| We provide our business and individual clients with the taxation expertise and knowledge that they deserve throughout the year. We prefer to take a proactive approach with our clients by fostering communication throughout the year. With our expertise, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Tax services offered include but are not limited to: Tax planning and return preparation
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
General ledger and financial statement preparation |
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| Tax Planning and Preparation |
| Tax planning and preparation form a winning combination for our successful business and individual clients. Whether you are an multi-tiered partnership, corporation, or an individual, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Reviews and Compilations |
| We provide financial reporting with two levels of assurance: Reviewed Financial Statements - some analytical procedures conducted with limited assurance Compiled Financial Statements - based upon client information provided and used primarily for internal use |
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| Estate and Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Turnkey Outsourced Accounting Solutions |
| Our team provides an alternative to those needing sophisticated accounting and financial reporting on a less than full-time basis. With an eye to the big picture and attention to the details of operating agreements, this is a cost effective option for investment partnerships, private equity funds, closely held businesses, trusts, and high net-worth individuals. |
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| Business Succession Planning |
| Coordinating the transition of your business to your successors is critical to its continued success once you decide to remove yourself from the day to day operations. With a solid background in tax and other financial matters, we are able to address the complex issues of business continuation and can help you develop a strategic plan. |
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| Monthly Financial Statements |
| Providing you with timely information is a critical part of financial reporting. We help management analyze the results of operations with customized management reports and financial statements. |
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| Buying and Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We guide you through the process by addressing critical business and tax considerations. |
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| Bill Payment and Mailing |
| Some clients prefer not to handle the regular process of bill-paying, so they turn to our staff to handle the bills and related recordkeeping. We work with clients to design procedures that fit their "comfort level" and maintain a system of controls over the bill payment process. |
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| Business Entity Selection |
| Choosing the form of entity of your business ("S" corporation, limited liability company, limited liability partnership, sole proprietor) is a crucial decision that has many tax consequences. We assist our clients in evaluating the pros and cons of each entity type to help determine the most advantageous form of organization. |
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| Cash Flow and Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. The same is true for high net worth individuals with dynamic portfolios. We can evaluate your financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Private Foundations |
| Private foundations face unique reporting challenges and our team will navigate the unique accounting and tax issues to help maintain the tax-exempt status. |
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| Periodic General Ledger Analysis |
| Turn to our firm to add a layer of analysis to your financial team. Our staff will read and make recommendations to your financial systems on a monthly, quarterly, or annual basis. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Year End Audit Schedule Preparation |
| Our team has over thirty years of audit experience, and will efficiently prepare schedules to support your financial statement account balances to your independent auditors. Don't let the additional burden slow you down after year-end, outsourcing is a great solution that provides an additional set of eyes to analyze the accounts and the basis of accounting. |
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