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SERVICES
Taxation lBusiness Accounting lQuickBooks© Services
Investment Planning lPayroll Services lConsulting
CPA ElderCare
Services
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Tax Planning and
Compliance
With the tax laws constantly changing, many returns require expertise
only available from a tax professional. We can help you take the best
possible advantage of these changing laws and help you keep more of your
money in your pockets. To help aid in making tax season a little easier
for you, we provide a tax organizer to gather your tax information and save
you time.
v Professional and
accurate preparation of federal income tax
returns for all types of entities:
Individuals, Corporations,
Partnerships, LLC's,
Trusts
v Preparation of state
income tax returns for Tennessee as well
as all other states
v Preparation of payroll
and unemployment tax returns, including
year-end W-2's
v State and local tax
returns such as sales tax, gross receipts tax,
business tax, and personal property tax
v Strategic tax planning
to save you money
v Audit representation
before the IRS and TN Department of
Revenue
v Pension plan and
employee benefit plan information returns
Business Accounting
We provide precise and detailed financial statements that fit your
business needs. The STEELE MARTIN JONES & BORGOGNONI difference is
that we regularly evaluate them in such a way as to recommend improvements if
necessary.
v Detailed forecasts
of future cash flows with solid solutions
v Timely financial
statements to track the changes and growth in
your business--Statements are prepared
monthly, quarterly, or
annually, depending on your needs.
v Assistance with payroll
calculation and preparation
v Analysis of financial
statements to highlight potential problem
areas
v Analysis of financial
condition to advise on funding growth,
product lines, acquisitions, refinancing,
etc.
v Bookkeeping set up and
internal controls to safeguard your
assets
v Training of your
employees in various bookkeeping functions
v Filing contractor
licenses and annual renewals
v Accounting for employee
benefit plans
QuickBooks© Services
We provide a full spectrum of QuickBooks©software consulting services from the basic setup to advanced
application implementation.
Investment Planning
Making the best investment decisions can often be very confusing.
Our CPAs can give you the advice you need through implementing a plan
dependent upon your financial situation, from retirement planning to ensuring
the best possible future for your children.
Many investment advisors sell the products they recommend. These
products include stocks, bonds, mutual funds, certificates of deposit, and
life insurance. Since we don't sell or recommend specific
investments, we can give you an independent analysis of your investment
needs and assist you in evaluating your portfolio.
Payroll Services
We provide all levels of payroll processing for your business needs. We
understand that this task can be very tedious for the busy
entrepreneur. Our experienced payroll staff can take control of this
aspect of your business and be a real time saver for you. Unlike an
out-of-town payroll service, STEELE MARTIN JONES & BORGOGNONI, PLC, offers
a local peace-of-mind through one-on-one assistance with a full time payroll
staff close at hand for resolution of any questions or alterations to your
payroll.
v Check ordering
v Signature stamp
(optional)
v Direct deposit
(optional)
v Two-day or next-day delivery
v Same day fax back
service (optional)
Consulting Services
We provide an extensive range of business and personal financial
consulting services including the following:
v Retirement planning
to set aside money tax free for future
needs, including pension, profit sharing,
and 401K plans
v Planning for children's
college expenses
v Representation and
analysis of buy/sell arrangements to
protect your interests and maximize your
investment
v Business valuation
services
v Analysis and
recommendation concerning new or acquired
business ventures
v Review of contracts,
with emphasis on tax and financial aspects
v Succession planning,
including minimizing federal estate taxes
and state inheritance taxes
v Most advantageous
initial entity for your business:
corporation, S corporation, partnership,
limited liability
company, or sole proprietorship
v Analysis of a possible
change in business status to/from
corporation, S corporation, LLC, general
partnership, or sole
proprietorship. Not only will we try
to minimize the overall tax
burden, but we will work to match your
future plans (and
concerns) to the entity most appropriate
for you.
v Tax and financial
implications of partnership agreements
v Set-up of employee
benefit plans and cafeteria plans to reduce
taxes for the employer and employee
v New business startup
procedures
v Employer/employee and
independent contractor issues
v Preparation of loan proposals
to include information to
successfully obtain lower cost loans to
terms you can meet
CPA ElderCare
Services
STEELE MARTIN JONES & BORGOGNONI
has recognized that as America ages, many elderly persons in the West
Tennessee area no longer have family members nearby or available to assist
them with independent living. Our CPA ElderCare
Services brings together the trust you have in our profession with your
family's need to assure that the daily and long-term financial needs of your
elderly family member are being met. Our staff and your responsible
family member will specifically identify the services that you wish our firm
to provide. These services include the following:
v Assess and evaluate the
desires and goals of the client and
family to facilitate decision making
v Record receipts and
deposits and account for income, providing
assurance that expected revenues are
received
v Review and pay bills
and assess transactions for reasonableness
v Monitor investments and
accounting for the client's assets in
conjunction with your investment advisor
v Income Tax and Trust
Tax Return preparation, along with
planning for the minimum amount of tax
required
v Provide information for
handling unusual or unexpected
situations
v Prepare payroll and tax
filings for household employees and
independent contractors
v Report to client and
family on the monthly activities, including
complete accounting for all financial
transactions
v Work with your
insurance professional to provide appropriate
long-term care, Medicare/Medigap, and life insurance
recommendations for the preservation of
assets
v Coordinate with your
other service providers for minor home
repairs, routine maintenance, etc.
v Provide referrals to
local services and agencies (examples:
health, legal, financial, and home care)
For more information on our CPA ElderCare
Services, contact Torri
Studtmann or visit the AICPA ElderCare web site.
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