During the setup process for your VPA, your accountant will explain each of the services offered to you, allowing you to ask questions. You can save money by selecting only those services you feel you need. By eliminating services you don’t need and adding services you do, your VPA becomes your personal, streamlined accounting package.
Your VPA also allows you to evenly divide your accounting bill into easy installments that you can afford and manage. Whether you prefer to make payments weekly, monthly, or quarterly, your VPA can be tailored to meet your needs.
Below is a list of most of the services Lawhorn & Associates provides, grouped by department. While such a list can never replace the face-to-face contact and advice from your accountant as to the services you or your businesses need, it can nevertheless provide you with ideas for the questions you would like to ask your accountant.
ANALYSIS & STRATEGY
Bankruptcy, Liquidation, Succession/Exit Plan
Business Plan / Loan Packaging
Cost Segregation Study
Forecasting, Financials
Formal Business Valuation
Market Data Analysis
Strategic Analysis
Wealth protection
COMPLIANCE
Bank Reconciliations
Bookkeeping Assistance / Year End Adjustments
Budgeting, Financials
Financial Statements, Annually, Quarterly, or Monthly
Fixed Asset Services and Depreciation Reporting
GAAP Financial Reporting
Manual Data Entry
Personal Financial Statements
S.M.A.R.T. Financial Reporting
Tangible Personal Property Reports
FINANCIAL PLANNING
Asset Protection Services
Baseline Financial Planning Session
Cross-meeting with Financial Planner of Your Choice
Estate Analysis
Estate Planning Session
Personal Financial Analysis
Retirement Plan Analysis
Retirement Planning and Reporting
GENERAL SERVICES
Communication from your CPA
Meeting Time
Results Appointments
Unlimited Vitual Communication
IRS PROBLEM RESOLUTION
IRS Installment Agreements
IRS Tax Notice Resolution
Offers In Compromise Strategy Implementation
Strategic Analysis, IRS Negotiation
Strategic Implementation, IRS Negotiation
PARALEGAL
1. Annual Report to Secretary of State
2. Annual Tax Basis Minutes
3. Credit Assistance & Representation
4. Garnishment and Court Reporting
5. Installment Agreements
6. Minutes, Meetings, Special, Resolutions, Conf. Letters
7. Note Agreements
8. Power of Attorney
9. Rental Agreements
10. Royalty Agreement / License Agreement
11. Special Agreements or Requests
12. TN Trademark
PAYROLL
CBS Support with Payroll
Gevity Payroll and HR Services
My Pay Solutions Payroll Services
In-house Payroll
TAX
Baseline Tax Plans
Business Tax (City / County)
Electronic Filing
Estate Tax Analysis
Federal & State Income Tax Filing & Extensions
Final Year End Tax Adjustments
IRS E-Services
State & Local Tax Filings
Prior Years Tax Return Catch-Up
Special Tax Research, Federal & State
Tax and Asset Agreements
Tax Exploration, Strategy, Structure, and Education