| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, 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. |
| (Click Service Title For Details) |
| Reviews & Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use. |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Business Valuations |
| Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| Financial Planning |
| Goar, Endriss & Walker, P.A. has a strong financial planning division. Margery K. Schiller, CFP is the Financial Planning Manager and has been with our Firm since 1990. All our partners are Certified Financial Planners. We provide Comprehensive Personal Financial Planning or informal Project-Specific Financial Planning on such issues as:
Retirement plan distribution decisions,
Estate planning choices,
Education planning,
Affordable spending during retirement,
Investment portfolio review,
We are unique in financial planning locally as we charge for the time involved in completing your work - no commissions, no percentage of assets under management.
If you are interested in our financial planning services, please request an intake package by emailing us at info@gewcpa.com. |
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