The 2014 Tax and Financial Planning Guide is here.
Please click here to view the guide.
This guide is intended to provide helpful information and to be used as a tool for the upcoming tax year. As always, please contact us with any questions you may have as it pertains to your unique situation. That is why we are here!
We are Certified Public Accountants experienced in compliance, planning and advisory support. Our firm is a complete resource for business and personal needs including audits, financial statements, accounting, tax, payroll and advisory needs. We help add insight to your business and personal financial situation, maintain accurate and timely financial records, and help you work toward reaching your present and future financial goals.
Our firm provides specialty support services. These services help management review opportunities or work through obstacles that arise. We provide analysis and discussion to determine the best possible path or options to consider. Examples include:
- Tax support; managing IRS and other tax communications, tax credits and incentives, estate and retirement planning.
- Specialized audit services; benefit plan audits, internal audit and controls, forensic accounting, fraud investigations, and agreed upon procedures.
- Analysis; due diligence, M & A support, cash flow forecasting, business valuation and financing options, exit and succession strategies.
- Part-Time Controllership; we act in an interim role or as the permanent, part-time financial executive to help owners who need more support, but do not need the expense of a full-time salaried, in-house controller/CFO.
Your stage of the Lifecycle is a key part of our support. An often overlooked, but critical piece your accounting firm should provide is helping assess where you are in your business and personal lifecycle. The needs of an emerging business are significantly different than the needs of a mature business and the accounting, tax and advisory support often need to be modified to reflect that stage in the lifecycle.
We help set and monitor goals. Donovan CPAs and Advisors help you work toward increased profitability, �and achievement of objectives that are important to you personally and in the business.� Donovan is then able to help track and reevaluate those objectives ensuring you stay on course to meet your goals.