Evers & Fox provides a variety of services to individuals and businesses in a wide range of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Tax Planning and Preparation Estate and Trust Planning and Tax Preparation Bookkeeping/Write-up Payroll Services Cash Flow and Budgeting Analysis Debt and Finance Advising Real Estate Accounting and Taxation Accounting Services Financial Statement Compilations Financial and Retirement Planning IRS / State Representation Entity Selection and Restructuring Mergers, Acquisitions, and Sales Working with your Financial Team Tax Planning and Preparation At Evers & Fox, P.C., we have the capability and expertise to prepare a wide range of tax returns… business returns, individual returns, trust and estates and non-profit returns. If you only want a return prepared, we have you covered. However, we pride ourselves on our philosophy of “no surprises”. So, we apply a strong emphasis on planning your income tax picture and to focus on tax-saving or deferred strategies. Perhaps we can “see the future” and tell you what your tax liability will be. Wouldn’t you like to see the future? Let us suggest strategies to manage or reduce your anticipated tax bill. Estate and Trust Planning and Tax Preparation Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Bookkeeping/Write-up Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. We also consult with our small business clients regarding Quickbooks and Peachtree implementation and operations. Payroll Services We can assist with your payroll needs. We may suggest the use of an outside payroll service or help with your own payroll preparation. We can prepare your payroll tax returns and assist in the payment of timely payroll tax payments to reduce the costly penalties that might arise. Cash Flow and Budgeting Analysis Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Debt and Finance Advising Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications. Real Estate Accounting and Taxation We have spent a great deal of time and energy in developing our Real Estate Practice. We can assist you in preparing appropriate and accurate accounting records and advising you on the available income tax options. Whether you are a developer, builder, sub-contractor, rental property owner or investor, we know real estate. Accounting Services From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include but are not limited to: - General ledger and financial statement preparation - Bookkeeping (Monthly, quarterly, or annual) - Accounting system setup and support - Payroll processing - Cash flow budgeting and forecasting - Corporate tax planning and return preparation Financial Statement Compilations Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustments to accounting records. Financial and Retirement Planning Working in conjunction with your financial advisor we help select the correct type of retirement plan and consult regarding correct investments for your retirement portfolio. IRS / State Representation Professional representation can be vital during an audit, responding to tax notices and handling tax collection matters. Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. Entity Selection and Restructuring Your type of 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 choosing an entity type and later restructuring if advantageous. Mergers, Acquisitions, and Sales Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Working with your Financial Team As a tax planning and preparation firm, we do not sell financial investment advice products. Instead, we see ourselves as being a part of your investment and financial advisor team. This gives you the best possible advice for all of your tax and financial needs.