Carter Moser CPA LLC provides a wide range of services to individuals and businesses in a variety of industries. Your specific needs are met through timely planning for the future and helping clients achieve their goals in an ever-changing financial and regulatory environment.
Professional services include:
- Tax Services
- Preparations, Compilations, and Reviews
- IRS Representation
- Cash Flow and Budgeting Analysis
As a client, you are guided through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. The expertise, experience, analysis and thorough research you receive allows you to optimize financial opportunities to be found in existing as well as recently altered tax laws. Maintaining a minimum of 40 hours of continuing education classes each year, ensures you are retaining a knowledgeable professional who is up to date on the tax laws.
These services include:
- Individual Tax Returns
- Business Tax Returns for Partnerships, S Corporations, and C Corporations
- Trust Tax Returns
- Non Profit Returns
- Tax Planning (Annual or Long Term)
- Entity Structuring and Planning
- IRS Representation
- Transaction Planning (ie. Sale of Business or Assets, Sect 1031 Exchanges)
- Payroll Taxes
- Sales Taxes
From start-up to an established enterprise, your business relies on accurate and insightful financial information in order to maintain profitability and capitalize on opportunities. Whether you need financial information for management purposes only, to meet banking requirements, bonding, or your investors, accounting services steer you closer to these goals.
These services include but are not limited to:
- Preparations, Compilations or Reviews of Financial Statements
- Bookkeeping (Monthly, quarterly, or annual)
- Quickbooks and Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Business Plans
Preparations, Compilations, and Reviews
Depending on your company's needs, the following financial statement services available to you.
A preparation engagement prepares financial statements provided by management without verification as to the accuracy or completeness of the information provided. Therefore, the accountant offers no opinion or conclusion on the financial statements.
Compilations services provide accounting and financial reporting expertise to assist management in the presentation of financial statements and report in accordance to accounting industry standards without obtaining or providing assurances on those financial statements.
A review provides limited assurance that your financial statements are fairly stated in accordance with your basis of accounting, based on inquiries and analytical procedures applied to your financial statements. This service will assist you in identifying accounting and reporting issues and make recommendations to enhance the effectiveness of your financial reporting process.
QuickBooks and Accounting Systems Help and Assistance
QuickBooks or an accounting system can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. You will receive guidance to ensure your accounting system matches the needs for your business.
The following solutions to help meet your QuickBooks or accounting system needs:
Either one-on-one or several individuals within your organization at your company's location.
Installation of your software on your stand alone computer. If you operate in a network environment, the assistance of an IT specialist or consultant may be required.
Years of experience with working with accounting software allows you to receive customized setup of your accounting software. This will provide you with the comfort of a smooth transition from a paper system or other accounting system.
Support services can assist you with any installation, setup or operation assistance you might need. In addition, support is not limited just to the software part of it, but can also provide accounting and payroll assistance.
System review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. You receive help with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, you receive professional who will team with your legal counsel to assist you in choosing an entity type that is most advantageous to you.
Professional representation can be vital during an audit. Having a professional with experience with tax authorities provides you with proper representation to guide you in dealing with federal and state agencies. If you have been chosen for an audit, the professional representation you will find can put many of your worries at bay.
Payroll services can help you reduce the time spent on administrative functions. You get the comfort of putting the payroll process into an experienced professional hands who stays current with federal and state laws.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. You receive help to maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. You will receive assistance in analyzing your spending, re-balancing your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. This guidance will keep you on top of your finances and ready for the future.