Expertise.  Peace of mind.  Courtesy of Gresham Smith LLC. 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 Gresham Smith clients: Tax Planning and Return Preparation Services Auditing Services Accounting Services Consulting Business Valuation Services Commercial Loan Reviews  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 a sole-proprietor business or operate a multi-tiered corporation or partnership. 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. Tax Consulting Tax projections Entity type selection (S Corporation, LLC, LLP, etc.) Internal Revenue Service audit and notice representation Individual and corporate tax planning Tax Compliance Corporate, both C and S Partnerships Limited Liability Companies (LLC) Limited Liability Partnerships (LLP) Individual Multi-state tax returns Payroll Tax Returns Sales and use tax returns Entity elections and employer identification numbers Auditing Services Third parties who rely on your financial statements often require an audit for assurance. Our detailed audits include: Examination of your company's financial statements' according to generally accepted auditing standards Examination of internal controls Complete, substantial testing of the information underlying your financial statements Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles. In addition to auditing services, we also provide review and compilation services for a company's financial statements. Accounting Services In a hectic, fast-paced business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. Accurate, meaningful, and timely financial  records are critical to any business. One of the most important tasks any business owner faces is staffing  their accounting positions with qualified and experienced employees. Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your accounting needs?  We're here to lend a hand with our accounting services such as: Controllership duties Substitute as the Chief Financial Officer General ledger and financial statement preparation Monthly and year-end closing assitance Structure an accounting department Perform an improvement review of accounting procedures Review and analyze internal controls Software selection, training and support Consulting To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Gresham Smith 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 consulting services include: Financial planning to achieve specific goals Estate and business succession planning Cash flow analysis Profitability analysis Benchmarking and performance measurements Mergers and acquisitions Business Valuation Services ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements... In cases like these, you need to know what your business is worth. We're here to guide you through what can sometimes be a difficult process, with a comprehensive analysis that will help you make informed decisions. Commercial Loan Reviews A practice of credit risk management for loan relationships is to perform financial due diligence.  Due diigence can be performed during and after the underwriting process to verify assumptions.  A service we perform and recommend for banks in commercial and industrial lending is a pre-loan survey or field audit. Our services include reviewing the financial reporting system, internal controls over financial reporting, and other key areas such as accounts receivable, inventory, and accounts payable. Analysis is performed and addresses concerns such as account reconciliations, concentrations, turnover, aging, and how the findings may impact the borrowing base.