| Our firm offers a wide range of services to our individual and business clients. Below we have listed some of the services we offer, along with a brief description. The list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. We will be more than happy to refer you to a qualified professional if we don't provide the service you need. |
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| (Click Service Title For Details) |
| Accounting Services | ||
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
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| Audit Services | ||
| Weinlander Fitzhugh operates under the philosophy "more than the numbers." To us, this means that we want to be more than auditors to you. We are proud of our reputation for hard work; we do whatever is required to get the job done on time and with great accuracy. It is our goal to use basic audit-related tasks as a springboard to provide you with solid business and financial advice. Weinlander Fitzhugh auditing services can help you to achieve the accountability you require, through financial statement certification or reporting on agreed-upon procedures, while improving your business performance. Our audit professionals possess an in-depth knowledge and understanding of your industry. This knowledge, coupled with extensive experience, allows our professionals to help you evaluate your current practices and identify opportunities for business improvement. The firm provides quality, cost-efficient auditing services to its diverse client base with special emphasis on industry niches that include manufacturing, government entities, and non-profit organizations. Weinlander Fitzhugh is ready to provide audit services in the following broad areas:
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| Business Development | ||
| As the climate in which your business operates becomes more complex, it is important to look forward and develop skills and plans that prepare the business for the future. In addition to helping you with the financial aspects of running a business, Weinlander Fitzhugh can help grow and sustain your business as well. Weinlander Fitzhugh has consultants on staff that can assist you with the principles crucial to making your business prosper and succeed.
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| Business Succession Planning | ||
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. | ||
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| Business Valuations | ||
| A business valuation is a process designed to quantify the value of a business or business interest for a defined purpose. Generally, the goal of a valuation is to determine an estimate of value of the equity of a business, either proprietor's capital or partners' or shareholders' equity. In addition, our firm provides other services such as personal financial statements, guidance on corporate or partnership dissolution, settling insurance claims, and allocation of value to assets. The importance of a competent valuation is heightened by the complexity of and the need for proper planning in areas such as management succession, purchase and sale opportunities, divorce, litigation support, and estate, gift and inheritance taxes. Because of the complexity, parties to transactions involving these issues are demanding that values be based on a thorough and complete analysis prepared by an accredited business valuation specialist. |
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| Estate and Gift Tax Planning | ||
| You work hard to accumulate your wealth; Weinlander Fitzhugh works hard to see that your heirs keep as much of it as possible after your death. We will help you investigate different means of passing assets on during your life and prepare a plan of distributing your estate upon your passing that first, complies with your wishes and second, uses all legitimate ways to make the federal and state estate taxes the lowest possible. We can help you with the following:
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| Financial Planning | ||
| Weinlander Fitzhugh offers a full range of financial services through its affiliate Assured Financial Advisors, LLC. We recognize that our clients want a personal relationship with a financial advisor who has the experience and professional expertise to help address their concerns. AFA can provide the following services:
AFA's primary investment philosophy is to follow an asset allocation model designed to the client's risk tolerance. AFA primarily invests in no-load mutual funds, which they believe have superior management. AFA is primarily a fee based investment firm. Click Here to go the AFA's website. |
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| Information Systems Consulting | ||
| Weinlander Fitzhugh has consultants who are available to help with the planning, installation, conversion, implementation, training and ongoing support of your computer hardware and software. The following are some of the services our ISC team members provide:
We are not limited to the software, systems or networks listed above. Weinlander Fitzhugh's ISC team members are very knowledgeable and are willing to help with any computer related questions.
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| Mergers & Acquisitions | ||
| Weinlander Fitzhugh knows that successful business acquisitions and mergers are consummated when opportunity, market knowledge, experience and confidentiality are combined. Our professionals have extensive experience in assisting our clients in selling and acquiring businesses. We can help in analyzing acquisition opportunities, preparing prospective financial statements, negotiating terms and obtaining financing. | ||
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| Obtaining Financing | ||
| We have relationships with banks and equity sources and have experience in developing financing requests. We can assist you in meeting your growth goals by developing a thorough professional financing request. This request would cover all aspects of your business that the capital sources need to review.
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| Online Tax Preparation | ||
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| Save time and money by preparing and filing your federal and state individual income tax returns online! Click the CompleteTax button above for more information. | ||
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| Other Services | ||
| Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
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| Payroll Services | ||
| Few things are more tedious to the owner/manager of a business than the repetitive task of payroll preparation. Payroll is done according to a rigid schedule. The rules and reporting requirements are complex and frequently changing. Errors can be difficult to correct, and the correspondence that results from even small errors can be very difficult to cope with. If you would like to spend more time on your business and less time on payroll, consider the payroll services at Weinlander Fitzhugh. Our professional payroll services team is ready to help you select what will work best for your business. |
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| Pension & Profit Sharing Plans | ||
| At Weinlander Fitzhugh, we are aware of the positive impact an attractive retirement plan package can have on a business. Attracting and retaining quality employees is only one of the benefits. Weinlander Fitzhugh offers a full range of services relating to retirement plan consulting including the following:
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| Tax Services | ||
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
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