Here is a list of key accounting services Mather & Co. CPAs, LLC can offer. Other services are available. We maintain ongoing relationships with professionals outside of our firm whom we call on when you need a special service we do not offer. Please ask one of our professionals for assistance with any of your accounting, business or financial needs.

(Click Service Title For Details)

  		• Accounting and Audit
  		• Tax Planning and Preparation
  		• Business Consulting   
    Accounting and Audit


    Audit
    We can provide you with an independent audit of your financial statements or information system security, a review using analytical procedures conducted with limited assurance or compilation of your financial statements on a monthly, quarterly or annual basis. We will also perform your periodic inventory count, providing an independent assessment.

    Bookkeeping/Payroll Computations/Review
    We can provide the bookkeeping and payroll services you need to keep your financial records well-organized and your operations running efficiently.

    We offer a Bookkeeping Operation review that will provide solutions to help you improve the efficiency, effectiveness and propriety of your in-house staff, and will suggest improvements in operating procedures.

    Financial Forecasts & Projections
    Using your company’s prior and projected results, we will prepare budgets and forecasts that you can use to monitor performance or obtain financing.

    Forensic Accounting
  • Preventing fraud
  • Fraud, waste or abuse
  • Insurance claims
  • Post-disaster records reconstruction

    Preventing fraud, waste or abuse is important to businesses, and easier and less costly than the work required after the fact. We can help you establish back-up systems that will help prevent fraud before it occurs.

    Mather & Co. CPAs, LLC uses accounting and auditing skills to reconstruct financial transactions. We look for hidden assets, clarify the flow of transactions and give you information you need to determine how your business was affected. In the case of an insurance claim, we can help value the loss to support the insurer’s investigation. These services may be used to reconstruct records after a disaster as well.

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    Tax Planning and Preparation



    Income Tax Preparation for Individuals and Businesses
    As solution-driven accountants who know the tax laws, we will work to minimize your tax liability on your business and personal tax return.

    Tax Authority Representation
    Mather & Co. CPAs, LLC is qualified and experienced in representing clients before the IRS, state and local tax authorities.

    Tax Planning
    Tax Planning requires knowing the law and using proven strategies to minimize your tax liabilities now and in the future. We provide this service for individuals and businesses who desire to take advantage of the ever-changing tax laws to protect their financial position.

    Tax Seminars
    Client seminars allow us to provide up-to-date information about new legislation resulting in tax law changes. We are available to provide seminars to your employees or business associates. Just call us with your needs.

    Estate Planning
    We are innovative estate planners who work for you to minimize or eliminate estate taxes for beneficiaries. Our expertise provides you with the path to giving to family members or establishing family limited partnerships, and we can assist you in establishing life insurance trusts and dynasty trusts. (See Estate and Trust Tax Preparation.)

    Estate and 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 these processes to make these decisions less of a burden. (See Estate Planning.)
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    Business Consulting

    Mather & Co. CPAs, LLC consults with businesses through:
  • Profit Enhancement
  • New Business Planning

    Business Acquisition, Sale and Merger

    Profit Enhancement is accomplished by our professionals reviewing your operations to improve efficiency. Our targeted financial review assists you in finding the right allocation and use for your assets.

    When you are starting a new business, we will help you develop a business plan and budgets, and obtain financing.

    Buying, selling or merging a business presents the opportunity for you to use our expertise in financial accounting and business valuation to ensure the business’ true value. We can also help you plan for the future of your new business.

    Business Valuation
    Business Valuations are increasingly becoming an appropriate choice in these situations:

  • change in business ownership or structure
  • bankruptcy and foreclosure
  • when gifting or making charitable contributions
  • when designing compensation plans
  • planning estates or gift tax plans
  • divorce

    Mather & Co. CPAs, LLC provides calculations, limited appraisals and full appraisals when valuing businesses.

    A calculation is a cost-effective way of gaining a general idea of a company’s worth without committing time or funds required in limited or full appraisals. We follow proven methods to estimate the true value of your business based on limited but relevant information you provide.

    A limited appraisal determines the estimated value based on select information. A limited appraisal involves a more detailed review of the information than a calculation.

    A full appraisal requires a full and in-depth assessment of the true value of the business for use in changes in ownership or structure, settlements and funding.

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