Services

WhippleWood CPAs offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality services that are beyond comparison. Some of these services are listed, with brief descriptions.

Taxation Services

We take a proactive approach to tax services. By keeping current on new tax laws and regulations, we position ourselves to identify key tax planning opportunities that minimize present and future tax liabilities.

Tax services offered include but are not limited to:

    • Estate, trust and gift preparation
    • Like-kind property exchanges
    • Tax compliance and filing requirements for all tax entities
    • Estate planning
    • Business entity selection
    • Cost segregation service
    • IRS representation
    • State and local sales and use tax services
    • International tax:
          We have experience with the nuances of international taxation, regardless of whether
          you qualify for the inbound or outbound tax regime. Strategic tax planning to mitigate
          the rising costs of internationally mobile employees has become a crucial component
          of conducting business abroad. Let us assist your company in preventing future
          problems by consulting with us prior to making the leap to international business.

Please contact us for additional information.

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Consulting Services

Before you buy or sell a business or develop a strategic plan, talk to us first. Anything not in the normal course of business may have adverse tax consequences that can be avoided.

Our professionals can help you with:

    • Internal controls
    • Buy/sell agreements
    • Business valuations
    • Succession planning
    • Financial and retirement decisions
    • Fraud protection
    • CFO service
    • Litigation support
    • Accounting software selection and implementation

Please contact us for additional information.

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Accounting Services

We are committed to providing financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations will run more efficiently and effectively on a daily basis.

We provide a full range of cost-effective accounting services, including, but not limited to, the following:

    • General ledger and financial statement preparation and review
    • Bookkeeping – monthly, quarterly, annually
    • Accounting system setup for new businesses
    • QuickBooks professional advisors
    • Cash flow and budgeting analysis

Please contact us for additional information.

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Payroll Services

WhippleWood CPAs, with the help of our partners at Mosaic, offers your payroll solutions that combine unsurpassed service flexibility with a competitive price. WhippleWood CPAs provides you with a dedicated payroll specialist who is assigned to your account and gets to know you and your company’s individual payroll needs.

Some key features include:

    • Paperless payroll
    • Automated general ledger, benefits and 401K interfacing
    • Tax filing and compliance guarantee
    • Virtual mail room
    • Employee connect web site
    • PayCard
    • Integrated human resources

Please contact us for additional information.

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Employee Benefit Plan Audits

We add value to your employee benefit plan, and meet regulatory requirements with quality auditing and consulting services. Our clients receive solid, innovative solutions based on their particular set of facts and circumstances. We work with a variety of plan administrators, actuaries, attorneys and investment consultants to incorporate our industry knowledge and experience into meeting our clients' needs.

Our professionals can help you with:

    • Pension and 401K plans subject to the Employee Retirement Income Security Act (ERISA)        under the regulatory authority of the U.S. Department of Labor (DOL); audited pursuant
       to Generally Accepted Auditing Standards (GAAS)
    • Review and preparation of Form 5500
    • Unusual plan transactions
    • Plan design changes
    • Provider searches
    • Compliance with ERISA
    • Responses to IRS/DOL inquiries or audit issues

Please contact us for additional information.

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Audit, Review and Compilation Services

Our audit approach combines high-level performance with superior value that goes beyond the numbers. We evaluate the internal and external factors that influence your business operations. We assess your internal accounting procedures and evaluate their effectiveness. We test and document your internal controls and offer cost-effective recommendations to improve your control environment.

An effective audit will improve your company's financial standing at every stage. A growing business normally requires additional working capital. Lending sources typically require an audit to provide a level of assurance regarding their collateral and in assessing the risk of the loan. If you are considering selling your company, you may be advised to have an audit in order to provide potential purchasers a level of assurance that supports the asking price. A business that has strong controls and effective procedures in place is often viewed as less risky, which contributes to a higher entity value.

Our goal in an audit engagement is to provide the maximum return on your investment in the audit process through in-depth analysis of your financial statements, internal controls and overall business operations.

Please contact us for additional information.

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