| Given Cocke, Szpanka & Taylor, CPAs, PC (CS&T) diverse client base, we routinely meet a wide variety of tax, audit, financial and management advisory challenges. Our extensive experience in several specialized areas reflects our versatility. |
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| Tax Services |
CS&T takes a proactive approach to providing tax services. By keeping current on new tax laws and legislation, we are in an excellent position to identify key tax planning opportunities that minimize your current and future tax liabilities.
Income and Estate Tax Planning and Preparation
Taxing Authority Representation
International Taxation
Divorce and Support Issues
Tax Effects of Buying or Selling a Business
Tax planning and tax return preparation form a winning combination for our successful individual and business clients. Whether you are an individual, an estate, a trust, a multi-tiered partnership, or a corporation, our staff is eager to develop tax strategies for you that take advantage of new tax laws and legislation.
Built upon many years of dealing with taxing authorities, CS&T has achieved a level of excellence that ensures our clients are properly represented before federal and state tax agencies.
Our experience with the taxation of U.S. residents working abroad and foreign citizens working in the United States gives us an extensive expertise in the area of international taxation.
All CS&T tax services are integrated, comprehensive, and exhaustive. CS&T staffs well-rounded, experienced certified public accountants to handle your many tax needs. |
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| Audit, Review & Compilation Services |
A mark of our excellence and professionalism, CS&T has consistently received unqualified peer review reports from independent CPA firms.
AUDIT - An audit is the most extensive independent examination of your financial statements. It provides the highest level of assurance that those statements are presented fairly and in conformity with generally accepted accounting principles. As part of the audit, CS&T provides clients with a report that details our recommendations for improving efficiency and effectiveness in the internal control structure and operations of your business. Our audit service for business and nonprofit organizations may also include the preparation of federal and state income tax returns.
REVIEW - Compared to an audit, a review is a step down in complexity. A review entails our independent analysis of your company's operating methods, products, and services. We make inquiries and apply analytical procedures to financial statements and related records, accounting principles, and practices. Upon completion, we issue a report that provides limited assurance that material changes to the financial statements are not necessary. Quite often, a review is required annually for creditors of your company.
COMPILATION - A compilation is used when an entity needs to organize its accounting materials and prepare financial statements based on information provided by your management team. Compilation standards are flexible and allow us to present financial statements in various formats, with or without footnotes. We do not probe into details of the financial information but help to establish appropriate reporting standards for your organization. |
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| Financial Services |
CS&T advises and helps automate your accounting records and structure your internal operating systems so that you have logical and comparable financial information for planning and reporting. Our experienced professionals recommend and develop accounting systems that will automate and maximize your business efficiency and security.
Our goal is to recognize your individual business needs, then form a financial team to measure and enhance your success. Together, we work to ensure your understanding of tax and financial intricacies that pertain to your business.
As we work with you to prepare financial statements, annually or periodically throughout the year, we often discover tax planning advantages. Your financial statements can be used to measure results and plan for the future of your business.
Services include start-up, planning, and registration with taxing authorities and other jurisdictions. Planning your financial success with good budgeting and reporting tools gives you the insight needed to make informed personal and business planning decisions.
Our financial services meet individual and business needs in many situations including, but not limited to:
- Prepare business or personal financial statements
- Automate accounting records and train on various accounting systems
- Set-up new accounting records or improve existing methods
- Advise on business start-ups, mergers, and closings
- Register start-up businesses with appropriate tax jurisdictions
- Court accounting for estates and trusts
- Pension accounting
- Personal financial plans, including retirement
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| Business Valuation Services |
Establishing an accurate assessment of any business requires in-depth, specialized knowledge. Financial statements, facts, and numbers alone do not adequately measure the fair market value of a business. Our staff selectively matches the most appropriate valuation methodologies along with other analyses, including sophisticated calculations, ratio analyses, industry comparisons, economic and market studies to achieve a competent business valuation. Many CS&T CPAs hold the designation of Certified Valuation Analyst (CVA).
Our business valuation services meet individual and business needs in many situations and adversities including, but not limited to:
- Adequacy of Life Insurance
- Allocation of Acquisition Price
- Bankruptcy and Foreclosures
- Buy/Sell Agreements
- Charitable Contributions
- Divorce
- Employee Stock Ownership Plans (ESOP)
- Estate Asset Valuations
- Financing
- Gifting Programs
- Incentive Stock Option Programs
- Litigation Support
- Mergers and Acquisitions
- Sale of a Business
- Split-ups/Spin-offs
- Succession Planning
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| List of Client Services |
Please find below a general list of the services we provide. This list is by no means all-inclusive. Please inquire about services that are not listed.
- Accounting & Software
- Audit, Review & Compilation
- Bookkeeping & Write-Up
- Business Entity Selection
- Business Succession Planning
- Business Valuation
- Buying & Selling a Business
- Cash Flow & Budget Design
- Cost Segregation Studies
- Divorce Planning
- Estate and Trust Planning & Tax Preparation
- Expert Witness
- Financial Forecasts & Projections
- Financial Planning
- Financial Statement Preparation
- Forensic Accounting
- Fraud Prevention & Detection
- International Taxation
- Investment Review
- Litigation Support
- Management Advisory
- Mergers & Acquisitions
- Payroll
- Pension & Profit Sharing Plans
- Retirement Planning
- Sales Tax
- Sarbanes-Oxley Compliance
- Taxing Authority Representation
- Tax Planning & Preparation
- Temporary Accounting Staffing
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