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Services

Accurate and timely accounting information is a necessity for any successful business. David L. Wade & Associates, P.C. can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

- Tax Planning and Return Preparation Services
- Compilation and Reviews of financial statements
- Payroll and payroll tax processing services
- Bookkeeping and write-up Services
- Financial forecasting and projections
- Tax planning for individuals and corporations
- Individual income tax preparation
- Corporate and partnership income tax preparation
- Estate and gift tax preparation
- Property tax return preparations
- Representation before the IRS
- Incorporating a business
- Business valuations
- Mergers and acquisitions

We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.


Tax Management Services

At David L. Wade & Associates, 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 existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Reviews, and Compilation

David L. Wade & Associates, P.C.'s financial statement services comprises two levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Payroll Services

David L. Wade & Associates, P.C.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Business Valuation

The range of needs for valuing businesses continues to widen, and David L. Wade & Associates, P.C. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.


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