Ann Thomas, CPA, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Ann Thomas, CPA, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
- Tax Management Services
- Compilation Services
- Financial and Retirement Planning
- IRS Representation
- Employee Benefits, Pension, and Profit-Sharing Advising
- Cash Flow and Budgeting Analysis
Tax Management Services
At Ann Thomas, CPA, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in the complex and ever-changing tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Ann Thomas, CPA, P.C.'s accounting services steer you closer to these goals with accurate and timely record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and compiled financial statements
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
- Litigation supoort
- Cash flow budgeting and forecasting
Ann Thomas, CPA, P.C.'s financial statement services provides compilation services.
Compilations are usually requested for internal or financing purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some detailed analysis and adjustment to accounting records.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Ann Thomas, CPA, P.C.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability to your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual?s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Financial and Retirement Planning
Ann Thomas, CPA, P.C.'s objective is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Ann Thomas, CPA, P.C. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
QuickBooks/Peachtree by Sage 50 Accounting Help and Assistance
QuickBooks or Peachtree by Sage 50 can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Ann Thomas, CPA, P.C. offers the following solutions to help meet your QuickBooks or Peachtree by Sage 50 needs:
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
We install QuickBooks or Peachtree by Sage 50 on your stand alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks or Peachtree by Sage 50 users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks or Peachtree by Sage 50 support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Our QuickBooks or Peachtree by Sage 50 review service ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Ann Thomas, CPA, P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Ann Thomas, CPA, P.C. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always receive advice for the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at ease. We are ready and willing to answer any and all of your questions the IRS may ask of you.
Ann Thomas, CPA, P.C.'s after-fact payroll services can help you reduce the time spent on administration through timely payments of tax liabilities and preparation of tax returns.
Employee Benefits, Pension, and Profit-Sharing Advising
Choosing and administering benefit plans for your employees is often a complex process. Ann Thomas, CPA, P.C. can help you select your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Debt and Finance Advising
Whether your needs are corporate or personal, Ann Thomas, CPA, P.C.'s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Ann Thomas, CPA, P.C. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.