Reynolds &
Rowella provides current, accurate tax advice and
preparation services for businesses. Our approach to tax planning
has several objectives including: minimizing the impact of taxes;
obtaining the best financial reporting results; and planning
transactions to minimize disputes with the Internal Revenue
Service and other taxing authorities. We believe in taking the
initiative and are committed to working with our clients to insure
tax-planning opportunities are recognized and employed. Our
professionals are trained to prepare your returns in the most
cost-effective and thorough manner using a state-of-the-art
computerized return preparation system.
The Challenge
Success should give you the freedom to do what is important.
However, the complexities of managing your money and planning your
financial future can become an obstacle to your most precious
possessions - time and peace of mind. Do you find that you are
spending too much time managing your finances every month, or even
every week? Do you wish that you could simplify your personal
finances while maintaining your privacy and security?
Time to call in Reynolds & Rowella
As experienced
Certified Public Accountants we offer the
most up to date tax advice and financial information. At
Reynolds & Rowella we provide a
customized financial management service approach targeted to your
individual financial and personal needs.
Our services range from personal record keeping to asset transfer
programs, from tax and estate planning to strategic investment
planning.
We manage the details - so you can focus on your
priorities. From making timely bill payments and reconciling
accounts, to general financial guidance and oversight, we deliver
the targeted help and expertise on which you can depend.
We offer a full range of personal financial management services
including:
|
• |
Bill paying, including resolution of discrepancies, and
correspondence with vendors |
|
• |
Preparation of personal financial statements and cash flow
analysis |
|
• |
Management of direct deposit and transfers |
|
• |
Maintenance and reconciliation of checking and/or saving
accounts |
|
• |
Preparing of monthly QuickBooks® reports for your review |
Direct Services
Routine Accounting and Bookkeeping
We will process the following financial data using QuickBooks®
software:
|
• |
Accounting for client’s income. We will deposit all receipts
into your checking account and summarize all receipts on a
monthly basis, making sure all revenues are received. |
|
• |
Payment of bills. We will prepare all checks for payments to
be signed by the proper designee. We will review all items
presented for payment for validity. |
|
• |
Conduct routine financial transactions. We will prepare all
bank reconciliations and review all disbursements and
insurance coverage for rationality. |
Assurance Services
|
• |
Review of routine financial information. We will examine
financial information prepared by others to ascertain that
transactions were reasonable and in compliance with
pre-established criteria. |
|
• |
Provide information to responsible parties. We will
summarize financial transactions and report periodically
(monthly or biweekly) to you. |
Available services not included in this package:
|
• |
Investment advice |
|
• |
Investment tracking |
|
• |
Healthcare maintenance issues |
|
• |
Tax advice |
A Firm Commitment to Quality and Service.