At It's Your Money, the careful management of your finances is our top priority. We pride ourselves on providing personalized, thorough service that meets your business or individual needs.
We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.
At It's Your Money, we assist our tax clients through efficient compliance and effective planning to help them realize substantial savings. We use a team approach and focus on timely communication to provide our clients with excellent service. Tax partner and specialist involvement ensures that our clients receive the most experienced technical expertise we have to offer.
We offer the following tax services:
We aid businesses with all aspects of federal income tax planning. This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows.
Preparation of federal, state, and international tax returns is the core of our tax services. High levels of technical and industry-specific expertise allow our tax professionals to ensure our clients' tax returns are prepared efficiently and on time.
When it comes to individual taxes, change provides opportunity. We keep on top of these changes to provide you with the best advice and strategies, especially thpromptlyortunities. You can depend on us for objective guidance and personal attention. We believe in focusing on your long-term financial goals and steering your current needs toward meeting them.
We can assist you in understanding that the sales are commensurate with specific transactions and ensure you meet any filing requirements.
Our team understands the structural and transactional underpinnings of state and local regulations in ways that allow us to create solutions that mitigate tax liabilities. We provide state and local tax planning in the following areas:
You spent your life building your business and now you want to pass it on to the next generation or sell the value you built. We advise businesses on proper succession planning to preserve their family and business legacy while also looking out for potential tax consequences.
Reviews are usually performed to satisfy third parties that want to be assured that the financial statements are not materially misstated. They provide a lesser degree of assurance to financial statement users than an audit. Also, unlike an audit, there is no expression of an opinion on the financial statements, testing of controls or financial data. Reviews essentially consist of inquiries of company personnel and analytical procedures applied to financial data.
Compilations provide the lowest level of assurance of the financial statements services. They are often required by outside third parties as well as internally by companies.
In a compilation, we assist management in presenting their financial information as financial statements in the proper form. Compilations also require us to acquire an understanding of the client's industry and to obtain specific knowledge about the client. Additionally, we read the financial statements and ensure they are free from obvious material errors. They provide no expression of an opinion on the financial statements.
Agreed-upon procedures are performed when the parties involved concur that they want the accountant to perform a specific procedure or set of procedures. They can be useful when you or a third party wants some comfort about a specific area, such as inventory or cash, but do not need the assurance and related time and expense of a full audit or review. Agreed-upon procedures can deal with a diverse variety of subject matter, such as the quality of collateral or due diligence related to a business acquisition. In all cases, agreed-upon procedures are solely the responsibility of the parties who specify them, and they never provide an opinion on the subject matter or financial statements.
Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.
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