| Accounting Services |
| WGU works with you side-by-side to determine the proper level of service you need based on the unique circumstances of your organization. Whether it's a review, compilation, special financial analysis or forecast, the service you require will depend upon many factors. WGU will clearly guide you through all of the considerations in making this decision.
* Privately-held Companies
* Non-Profit Organizations
A review is often acceptable for lenders, investors and management and serves as a cost effective means of obtaining a reliable snapshot of company performance. A WGU review will include a deeper investigation of the numbers, perhaps applying benchmarking techniques or additional procedures to offer greater feedback on performance.
A compilation is an assembly of data in financial format. A WGU compilation examines the data in conjunction with business procedures to provide a more robust picture of our clients' financial operations. |
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| Business Consulting |
| For individuals and the smaller companies among our clientele, we provide competitively-priced, diversified services, including general ledger and compilation services; individual and corporate tax services; assistance with banking relations and general business consulting on a broad range of topics.
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Type of entity selection
*Business evaluations
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. |
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| Tax Services |
| Wayne, Gaynor, Umanoff, LLP assists clients in identifying strategies to minimize individual and business taxes, including strategies for estate and retirement planning. In addition, we can assist in identifying tax savings opportunities and developing planning strategies in such areas as compensation, foreign operations, acquisitions and mergers. |
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