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Weinand & Associates knows that no two clients are exactly alike. We provide the type and level of service tailored for each specific client. Summarized below are just some of the specialized services our experienced and knowledgeable staff are available to provide.
Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.
Here are just some of the specialized services available to F James Weinand & Associates clients:
Financial Planning Services
To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. F James Weinand & Associates provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.
We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.
Our financial planning services include:
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
Financial Statement Reviews and Compilations
Third parties who rely on your financial statements often require a Review and Compilation. Our level of assurance services can be tailored to meet your needs and may include the following:
- Examination of your company's financial statements' adherence to generally accepted accounting principles.
- Examination of internal controls.
- Complete, substantial testing of the information underlying your financial statements.
Tax Planning and Return Preparation Services
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're an individual, a sole-proprietor, a partnership, an LLC, or a corporation.
But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.
Payroll Services
In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. Two of the most time-consuming tasks any businesses face are bookkeeping and payroll.
Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your bookkeeping and/or payroll functions, from record keeping and issuing checks to filing the necessary tax returns? We can tailor our level of services to meet your specific needs.
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