Our staff of Accounting professionals will eliminate your worries concerning:

• Business Tax Return Preparation
• Payroll Tax Reporting
• Financial Statement Preparation
• Compilation, Review, and Audit Services
• Business Valuation
• Mergers, Acquisitions and Dispositions
• Entity Startups and Business Plans
• Entity Organization Structure
• Business Formation
• Incorporation and LLC Formation
• S Corporation Election
• Software Selection and Implementation
• Pension and Profit Sharing Plans
• Business Expansion
• Projections and Budgets

In recent years, tax laws have become increasingly complex. The need for expert tax advice has also increased with every change in tax computation. Here at Boyer & Boyer, we would like to evaluate your personal situation and inform you of planning strategies that will affect your future tax consequences. Because your tax return reflects your financial activities and other personal information, it is important to review this information periodically and start planning retirement, college, or home acquisition now.

• Income Tax Preparation
• Multi State Returns
• Electronic Filing
• Estates & Trusts
• Gift Tax Return
• Personal Financial Planning
• Tax Problem Resolution
• Tax Planning

As tax professionals, we gather a great deal of knowledge about our clients that provides a path to developing a comprehensive picture of their tax situation. We provide extensive, proactive, year-round tax planning that allow us to maximize efficiencies and minimize taxes. Our reputation for proactively bringing solutions to the table and our personal approach sets us apart from other firms.

Innovative and effective planning is much more than just filing each year’s return. Wise families and smart business owners know that nearly every decision they make could have tax implications.

We begin by asking the right questions to determine which tax strategies work to your advantage. To give you the most applicable and meaningful financial advice, we get to know you, your personal circumstances, and your business.

Boyer & Boyer gives you the attention you deserve. We initiate dialogue throughout the year, not just at tax time.

As a not-for-profit organization, the organization's ability to grow and continue to provide services depends on finding the right mix of financial funding, continued donations and human resources.

Our not-for-profit accounting professionals are well versed in the unique tax laws and complex reporting requirements that affect not-for-profit organizations. Our team can provide accurate, timely, and relative financial information, and provide sound advice on the most efficient ways to establish and cultivate your not-for-profit organization. Boyer & Boyer offers a full range of services designed to meet the specific financial and accounting needs of not-for-profit organizations that include:

• Organization Formation
• Application for Tax Exempt Status
• Preservation of Tax Exempt Status
• Financial Statement Preparation
• Grant Seeking Proposal Review and Consultation
• Gift Acceptance and Reporting
• Internal Financial Reporting
• Informational Return Preparation
• General Ledger Maintenance
• Bookkeeping
• Payroll
• Internal Control Evaluation
• Software Selection, Implementation and Staff Training

Not-for-profit organizations have deep-rooted philanthropic goals, but the directors and decision makers must be able to view the organization as a business, and it must operate like a business in order to survive and thrive. We recognize that timely financial reporting can be a vital factor in seeking the necessary funding for your organization. Funding agencies receive numerous grant applications each year and properly prepared financial statements can help to obtain the funds required to meet your mission. Our staff will be happy to assist the organization with all aspects of accounting, financial consultation and informational reporting requirements.

Financial Management Services is a value-added service offered by our firm that provides full-charge bookkeeping and financial record maintenance services tailored to fit your business needs. A partial list of the typical services offered is as follows:

• Checking Account Maintenance and Reconciliation
• Accounts Receivable and Accounts Payable Maintenance and Reconciliation.
• Payroll Entry / Processing
• Note Payable and Credit Card Reconciliation & Maintenance
• Amortization / Depreciation Entries
• General Journal Entries & Adjusting Journal Entries

Accurate & Organized Financial Records ensure that your business operations will run more efficiently on a daily basis, and are the fundamentals of a successful business. Our experienced team can assist clients with the day-to-day tasks associated with every aspect of bookkeeping and financial record maintenance.

Services provided are customized and specific to your business needs and budget. Our staff can facilitate the financial record maintenance by utilizing various methods, although the most common methods are listed below:

I. Through remote real-time access to your private client portal maintained on our secure website.
II. On-site at your place of business.
III. At our firm utilizing backup and restore procedures with a data storage device or internet access.

When utilizing the Financial Management Services offered by Boyer and Boyer, the accounting staff will update and make necessary corrections to your business records, or enter the financial records entirely based on your business needs. After your records are updated our staff will transfer the data back to you.

At Boyer & Boyer CPA, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

• Audits,reviews,compilations and preparation statements
• Entity selection and restructuring
• Business formation and growth strategies
• Training and oversight of accounting staff
• Employee & Officer compensation & benefit planning
• Mergers and Acquisitions
• Business valuations
• Business buy-sell negotiations
• Strategic planning for business expansion
• Financial projections and forecasts
• Debt and finance advise
• Assistance in obtaining financing
• Entity dissolution
• Transaction structuring and negotiations
• Business succession planning

As technologies rapidly advance, companies increasingly need to update their information technology and computer systems. Boyer & Boyer CPA can perform an analysis of your system competencies and gauge upgrade needs, as well as provide support in choosing and implementing new hardware or network systems. Our technology advisory services help organizations leverage innovation to deliver a robust and effective information system.

Boyer & Boyer CPA litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. We are renowned for our leadership, experience and for our expert analysis and interpretation of the voluminous financial information and transactions that frequently accompany both family law and civil litigation. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line

Boyer & Boyer CPA's 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.