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People want and need assistance with all types of tax returns. We serve our clients throughout the year with sound tax planning. Careful preparation enables many businesses and individuals to legitimately minimize taxes. Through annual seminars and education, our firm is able to give sound, clear-cut advice on tax matters.
As professionals, we are enrolled to practice before the Internal Revenue Service. We speak on behalf of our clients during the audit process.
As times have changed, it has become ever more important to recognize and be capable of resolving planning opportunities in these areas.
We can provide assistance in all areas of planning, whether it involves assessing a client’s business goals and needs, their financial and retirement plans or their estate planning needs. Our independence, coupled with the team approach, including investment advisors, insurance professionals, and attorneys will be most beneficial to you.
For clients who need or require financial statements, we can prepare compiled, reviewed or audited financial statements. From those statements, we can assist in the analysis of the financial information and provide guidance in managing the business more effectively and profitably.
An audit includes a study and evaluation of internal control, which form a basis for applying various auditing procedures, and results in the issuance of an independent accountant’s opinion as to the fairness of presentation of a financial statement.
The accountant’s opinion discloses the scope of the examination, the fairness of presentation of a financial statement, whether or not the financial statement is presented in accordance with generally accepted accounting principles, and whether or not these principles have been consistently applied.
A compilation is limited to presentation in the form of financial statements, information that is the representation of management without audit, review or an accountant’s opinion. A compilation is usually prepared for businesses or individuals that do not desire any assurance on the financial statements.
A review consists principally of inquires of company personnel and application of analytical procedures to financial data. This enables the accountant to express an opinion with limited assurance that there are no material modifications that should be made to the financial statements in order for the statements to be in conformity with generally accepted accounting principles.
A review may be accepted by regulators, creditors and bonding companies in lieu of an audit and usually has the advantage of being less costly.
We are able to provide our clients with advice and counsel on numerous subjects related to accounting. Since we are well acquainted with our clients and familiar with business management problems, we are able to help formulate constructive solutions.
We are able to provide our clients with advice and counsel on numerous subjects related to accounting. Since we are well acquainted with our clients and familiar with business management problems, we are able to help formulate constructive solutions.
Our 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.
Talk to us to today to see how we can help, and compare the cost effectiveness of this service.
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.
Saving for retirement can be a daunting task, but with a sound strategy, it’s well within reach. Peterson, Juergensen, Hemerick & Company is here to bring clarity to retirement planning and set you on your path to success. We’ll help you find key resources, and tools to better understand your options and find the right strategy for you.
Give us a call today to talk about what retirement holds for you.
Accurate record-keeping is essential to a successful business, yet it can be complicated and time consuming. We’ll help you with the organization and data entry tasks of bookkeeping so that you can focus on your core business. Our bookkeeping experts offer timely, confidential services with monthly and year-round support.
Once you’ve paid your bills and invoiced your customers, we can ensure that data is entered properly into accounting software, maintain a general ledger, prepare financial statements, and complete bank reconciliations monthly or quarterly. Maintaining this information consistently makes year-end planning and taxes go smoothly.
Many clients prefer to do portions of their bookkeeping themselves. We encourage people to handle as much as they are comfortable completing. We are here to help in any capacity. Give us a call today at 320.587.2255.
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. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
