| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| Accounting Services |
| Never mind all those accounting tricks that our competitors are doing. Over the years we have noticed something simply undisputable amongst our clients. Those businesses with the cleanest books are the most successful. We are dedicated to providing accurate and complete financial statements whether we are preparing a personal income tax return or a business audit, review, or compilation |
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| Tax Preparation |
| Preparing your own income tax return can leave you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Doing your taxes should not be like getting a tooth filled. You would not expect to hear someone who has just completed their return to say it was an unusually pleasant experience; however, this is commonly heard from our clients. With our tireless dedication to combining tax research and planning to tax preparation, we believe you will be amazed at how dedicated to your success we are. Our solution to whatever tax situation you are facing will simply be . . . elegant.
Here's what you get . . .
Your tax return will be checked and rechecked by our computer software, identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
Your tax return can be filed electronically so you will receive your refund quicker.
Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest-free loan for up to 16 months?
We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability. |
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| Books a Mess? No Problem! |
| If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year and a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.
If you'd like to receive more information about our Tax Preparation Service, just let us know. We are just a phone call or e-mail away.
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| Audits |
| Brandon P. Schultz, CPA, PC audits the financial statements of privately-owned companies in every major industry, especially healthcare and insurance companies. Our expertise, knowledge, and operational experience allow us to efficiently audit as well as provide insightful recommendations to improve controls, efficiencies, and profits. We offer the following:
Greater Efficiency and Effectiveness - The high quality of services we have provided in the past allows us to work efficiently. We work quickly, minimizing disruption to you.
On-Call - Most physicians will tell you that an ounce of prevention equals a pound of cure. The same truth applies in the financial world. Unfortunately, complex accounting issues do not just occur at the end of the tax year. When you encounter any accounting questions, we hope that you will take advantage of our free services. We are on call throughout the year for all of our clients to provide quick answers and elegant financial advice.
Deadlines Met - You are looking for somebody to provide a product, not an excuse. You have our commitment.
Competitive Fees - Simply put, we will not be outdone by any firm in Texas or Oklahoma. Our experience rivals that of any other CPA firm. If you find a better price, we will beat it.
Useful Information & Recommendations - The recent problems exposed at Arthur Andersen have caused significant changes in the CPA profession. However, since Arthur Andersen was the biggest, they were envied by most CPA firms. As a result, most CPA firms continue to use the organizational structure and audit approaches created by Andersen. When it comes to financial attestation and consulting, many of our competitors don't bother getting into the details of an operation in order to recommend improvements. They merely document processes without testwork. Our approach differs. We roll up our sleeves, get into the details, and do significant amounts of testwork to provide you with useful information and recommendations.
Let us show you why so many organizations put their faith in us.
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| Reviews |
| Reviews are often needed for companies that must report their financial results to third parties such as creditors, regulatory agencies, or business owners who are not actively involved in the management of the company. During a review, we make inquiries concerning financial statement-related matters, interviewing company management and personnel as needed. We use analytical procedures designed to identify unusual items or trends in the financial statements that may require further analysis. A review provides limited assurance that material changes to the financial statements are not necessary. |
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| Compilations |
| Depending on your needs, we will compile your financial statements on a monthly, quarterly, or annual basis. Compilation involves preparing financial statements based on information provided by a company's management, and will often involve some adjustment to the accounting records. Sufficient for many small, private companies, a compilation provides no assurance that the materials submitted by the company are valid or were prepared in conformity with Generally Accepted Accounting Principles (GAAP). However, it does provide management with a set of trained eyes looking at your company's financial statements. |
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