Client Services

Accurate and timely information is a necessity for any successful operation. AAD can assist you on either a temporary or an ongoing basis. AAD offers a wide range of tax, audit, and accounting services to our business, non-profit, and individual clients. Because our firm is locally-based and all our professionals are centralized in one office, our clients receive exceptional, personalized, quality service.

Expertise. Peace of mind. These are things you should expect your CPA firm to provide. We will use our knowledge to improve your tax position, capital position, business structure, benefits packages, acquisition potential, and much more. We strive for our clients to receive personalized, quality service that results in a high level of assurance.

The list below outlines the general categories our services fall into. Following is a more detailed description of each service type. This overview of our services is by no means all-inclusive.

• Tax planning and preparation
• Auditing (and other levels of financial statement preparation and review)
• Accounting services

If you require a service we are unable to provide, we can refer you to one of our many first-rate professional contacts in the region.

Tax Planning and Preparation

We view our relationship with each of our tax clients as an ongoing partnership. We provide you, our partner, with quality, relevant, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and maximize your future opportunities.

AAD currently provides tax compliance and planning for all types of businesses, organizations, and individuals operating in, but not limited to, the following industries:

• Construction and real estate development
• Engineering
• Estates and trusts
• Healthcare
• Manufacturing and distribution
• Not-for-profit organizations
• Personal service companies
• Privately held businesses
• Retail
• Retirement plans
• Technology

In addition, AAD provides expertise in addressing the challenging tax issues associated with multi-state taxation and apportionment, expatriate taxation, tax planning for business purchases and sales, 1031 (like-kind) exchanges, and charitable gift planning. We also provide skilled IRS and Franchise Tax Board representation.

Auditing

As the saying goes, a picture is worth a thousand words. This is what an audit provides to the users of the financial statements, whoever they may be – business owners, potential investors, lenders, grantors or others.

Third parties relying on your financial statements often require an audit or review for assurance. We examine your financial statements in accordance with generally accepted auditing standards, examine the internal controls, and perform substantive testing of the information underlying the financial statements. We then provide an opinion as to whether the statements are fairly presented in conformity with United States generally accepted accounting principles.

Our audit clients include companies that operate in the following industries:

• Technology
• Healthcare
• Manufacturing
• Not-for-profit organizations
• Religious organizations
• Governments
• Universities
• Retirement plans
• Construction
• Other service companies

Accounting Services

Our accounting services department provides a full range of bookkeeping and support services which can help organize your records, and assist you with monthly, quarterly or annual accounting chores. Outsourcing your accounting tasks can often be a cost effective, time-saving solution for your business, alleviating your accounting burden, and providing you and your staff the much needed time to serve your own customers and grow your business.

With a wide range of services available, we can customize a plan to fit your specific needs, whether they are specialized consulting on a specific issue, complete, comprehensive bookkeeping services or anything in between. For your convenience, we are available for telephone or on-site support and provide the following accounting services:

• Post cash receipts and disbursements
• General ledger and trial balance preparation
• Bank reconciliations
• Preparation of financial statements and related reports
• Consultation on payroll tax issues
• Sales and use tax return preparation and consultation on sales tax issues
• Preparation of annual information returns (Forms 1096, 1099, W-2, etc.)
• Preparation of business property tax statements (Form 571-L)
• QuickBooks® accounting system organization and consulting

In addition, AAD has QuickBooks® experts on staff to assist you in establishing a customized, computerized accounting and bookkeeping system suitable for your business. This will include a review of your accounting needs and configuration of an accounting system for your company using QuickBooks® software. We will set up the chart of accounts, prepare recurring entries and memorized transactions, and configure the program to provide the management information that would best serve your needs. Once in place, we can maintain your accounting system for you or train you or your office personnel to handle those tasks. Once the training is completed, we can review your monthly QuickBooks® reports and help with any necessary adjustments.