The services we offer are highlighted by, but not limited to, the following:
and business advisor, you will be working with a team of professionals that strives to understand you or your business; to understand your specific goals, objectives and needs; and to always value and continually nurture relationships with its clients. We care about you, your 
business and your
success. Our commitment
to that relationship is that
you receive valuable
quality services, delivered
in a timely manner. To
further ensure fulfillment
of this commitment, we
maintain a program of
continuing education that
exceeds the standards of
the profession. Further,
we are members of
several national industry organizations and are members of the National Association of Certified Public Accounting Firms. These affiliations provide us contemporary information and other resources related to the industries we serve and to the public accounting profession itself.
Audits, Reviews, Compilations and Related Services
Are you getting the timely value-added service you deserve? Does your accountant give you practical advice and help you find creative ways to make your business more profitable? With McPhillips, Roberts & Deans, PLC, accounting and auditing services, you'll receive more than just numbers. Following is a sample of the accounting and auditing services we offer:
Audits, Reviews & Compilations- Audits of Financial Statements
- Reviews of Financial Statements
- Compilations of Financial Statements
- Audits of Federal Expenditures and Compliance
- Agreed Upon Procedures
- Special Reports
- Personal Financial Statements
- Employee Benefit Plan Audit
- Pro-forma Financial Statements
- Projections and Forecasts
- Cash vs. Accrual Accounting Matters
- Monthly Bookkeeping Service
- Payroll Reporting
- Accounting System Development
- Internal Control Studies
- Efficiency Studies
- Develop and Review Internal Controls
- Employee Benefit Policies
- Cashflow Analysis and Projections
- Purchase vs. Lease Analysis
- Loan Covenant Compliance
Creating Practical Solutions For Your Unique Needs
Our professionals have a broad range of experience with many businesses and individuals needing a variety of consultation on matters important to their success. We are objective problem solvers and are ready to bring our experience and knowledge to you. Following is a sample of the advisory services we offer:
Accounting Policies and Procedures Bank Negotiations Budget Planning Business Succession Planning Business Valuations Cash Management Employee Benefit Planning Financial Forecasts and Projections Insurance Needs and Risk Analysis Inventory Management Litigation Support Merger and Acquisitions Analysis Organization Design Strategic Business Planning Back to top
Advisory Services For Employers And Employees
Employee benefits are a vital part of any business, from sole-proprietorship to large corporation. Employee benefit plan consulting is one of the most valuable services we provide. With so many choices and options available, it is something that is all too often not given enough attention. We can help you make the best decisions today to help ensure a prosperous tomorrow for yourself and your employees.
Employee Benefit Plan Services- Third Party Administration
- Form 5500 Preparation
- Contribution and Benefit Calculations
- Compliance Testing
- Plan Document Implementation
Estate Planning For Individuals and Families
For many people, estate taxes may be the largest tax expense they will ever face. Without proper planning, families risk losing over half of what they have accumulated during a lifetime. Our team of experienced professionals will guide you through the development of a comprehensive estate plan. We will help you develop strategies to reduce estate taxes and administrative costs, preserve your wealth and thus help ensure the financial security of your family.
Estate Planning for Individuals and Families- Revocable Living Trusts
- Irrevocable Trusts
- Gifting Strategies
- Charitable Remainder Trusts
- Gift Tax Returns
- Family Limited Partnerships
- Limited Liability Companies
- Private Annuities
- Business Succession Planning
- Estate Tax Returns
- Fiduciary Income Tax Returns
- Estate Accountings
- Estate Tax Planning
- Consulting to Executors
- Post-Mortem Estate Planning
Construction, Contractors, Commercial and Residential Property and Property Management
Our Real Estate Industry Team provides our clients with industry leading financial and advisory services. We have built a solid reputation based on our knowledge of the industry/market dynamics, our ability to stay ahead of trends and the solid relationships we have built with financial institutions, real estate attorneys, and public officials in an effort to provide specialized services unique to this industry. We provide close personal contact, sound financial strategies and an individualized approach as we assist you in maintaining competitive advantage in a volatile and often unpredictable market.
Our clients include builders (residential and commercial), land developers, real estate management companies, shopping center developers, rental firms and investors. Each entity faces its own financial challenges and compliance issues. Our team is positioned to advise and assist you as you navigate through tax and governmental regulations, manage your operations and attempt to improve profitability.
Our Services include:
Audit, Reviews, Compilations Tax Services which include:- Return preparation, entity selection considerations, project analysis, tax free exchanges, partnership taxation consulting, transaction analysis, passive activity rules, alternative minimum tax issues, cost segregation and IRS representation
- Minimization of risk when acquiring or divesting assets
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Business, Individual, Not-For-Profit Organizations, Etc.
Does your CPA take a pro-active role in your tax planning? Are you kept up to date on changes in the tax law that may affect your personal or business tax situation? At McPhillips, Roberts & Deans, PLC, we recognize innovative tax planning as an important component of any financial plan. We navigate the complexities of the tax law to ensure the maximum tax benefit and minimum tax obligation in helping you achieve your financial goals. Our tax compliance and planning services include:
Tax Preparation for Businesses, Partnerships, Corporations, Estates and Trusts, Non Profit Organizations, Gift Tax Returns and Individuals Federal, State and Local Taxes Multi-State Tax Issues International Tax Issues Employee Benefit Plan Form 5500 Series Information Returns Retirement Planning Business and Personal Tax Saving Strategies Payroll Tax Services Private Letter Rulings Obtaining Tax Exempt Status Representation before the IRS & other tax authoritiesBack to top
Taking a Closer Look at Business Entities
What is a business valuation? When are business valuation services necessary? What problems can a valuation help avoid? How is a business valuation done? McPhillips, Roberts & Deans, PLC has Certified Valuation Analysts available to help you answer these questions and to help you understand and benefit from these services.
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