Tax Planning & Preparation |
| Many of our clients find they benefit by engaging us to provide ongoing tax planning services for the owners and members of management, obtaining significant advantages by coordinating tax planning and preparation services. |
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Audits, Reviews and Compilations |
Our professionals are highly sensitized to the need to maintain objectivity and independence. Moreover, our audits are led by partners who are heavily involved in the engagements and staffed by individuals with the appropriate level of skill and knowledge of our clients’ businesses; and each audit has a suitable level of independent technical oversight. In addition, we strongly urge candid communications between the audit teams and our clients’ audit committees.
We recognize the benefits of a planned, proactive approach. In that regard, we identify possible areas of risk that might require special attention. This advance planning also typically results in an efficient audit process.
Next, we focus on your financial statements and related accounting records, and perform a top-level study of account fluctuations, relationships and overall operating results. This guides us in our next step, developing the scope and emphasis of the audit, including an evaluation of internal controls and related systems.
Our audit approach focuses on maintaining frequent contact with management and the audit committee throughout the year. An active understanding of changes in the business and strategic direction is critical to audit quality. This allows us to proactively identify and address key accounting issues before year-end, thereby providing more time to plan ahead for them and avoiding so-called surprises.
Use of Technology: Our audit process incorporates automated audit tools and workpapers to provide clients with timely information and effective and efficient audits.
Independence: We require that all professionals be independent in both fact and appearance when providing auditing and other attestation services, in compliance with the rules issued by the American Institute of Certified Public Accountants and state regulatory bodies. |
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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 the complex process of getting your financial affairs in order. |
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Retirement & Estate Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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Business Consulting |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. "Executive Insight" is one of the simple and affordable services we offer to business owners. It allows you to uncover specific key performance indicators that may be prohibiting you from moving your business ahead...and the solutions that can be implemented. |
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Business Succession Planning |
| Choosing the form or entity of your business (such as "S" corporation, sole proprietor, or limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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Business Valuation |
| Whether you are thinking of buying a new business or are in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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Buying and Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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IRS Representation |
| During our years of experience dealing with many tax authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies. |
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Bookkeeping for Individuals and Small Businesses |
| Busy professionals and business owners need to focus on their core business strategies and not be bogged down with the details of financial accounting. HBLA has created a set of packaged services that can be tailored to your needs and your budget. Whether you are looking for simple bill paying and bank reconciliation or a full outsourcing of your books, HBLA can handle your requirements with ease -- so you can focus on your business! |
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