McPhillips, Roberts & Deans PLC
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A COMMITMENT TO RELATIONSHIPS

With McPhillips, Roberts & Deans as your certified public accountants and business advisors, 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.
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  		• Accounting & Auditing
  		• Business Advisory Services
  		• Employee Benefit Plans
  		• Estates & Trusts
  		• Not-For-Profit Services
  		• Real Estate Services
  		• Tax Compliance & Planning
  		• Valuation Services
    Accounting & Auditing

    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

     

    • Related Services

    • 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

     

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    Business Advisory Services

    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

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    Employee Benefit Plans

    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
    • Participant Benefit Statements
    • Deferred Compensation Plan Consulting
    • Employee Benefit Plan Audits
    		  
    • Benefit Plan Design
    • Benefit Plan Selection Consultation
    • ESOP Consulting and Administration
    • Deferred Compensation Plan Consulting
    • Employee Benefit Plan Audits
    • Benefit Plan Design
    • Benefit Plan Selection Consultation
    • ESOP Consulting and Administration

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    Estates & Trusts

    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
    • Tax Services for Estates and Trusts
      • Estate Tax Returns
      • Fiduciary Income Tax Returns
      • Estate Accountings
      • Estate Tax Planning
      • Consulting to Executors
      • Post-Mortem Estate Planning

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    Not-For-Profit Services

    Specialized Services For Not-For-Profit Organizations

    Non-profit organizations have their own unique characteristics. We realize that resources can be limited and that operations must be efficient. We can help you with the detailed planning and assistance necessary to help your organization be more successful and enable it to achieve its mission.

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    Real Estate Services

    Construction, Contractors, Commercial and Residential Property and Property Management

    Real estate transactions and accounting matters go hand-in-hand, and how they are handled often affects the bottom line. Let us help you make the important decisions... With McPhillips, Roberts & Deans, PLC’s real estate services, you'll receive more than just numbers, you’ll receive practical advice that will be of benefit to you.

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    Tax Compliance & Planning

    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.

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    Valuation Services

    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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