| Non-Traditional Professional Services
Hanna, Lemar & Morris,
C.P.A.'s P.A. believes strongly in "thinking outside the box." We have long list
of non-traditional professional services which we provide. These include, but
are not limited to:
Traditional Compliance Services
Hanna, Lemar & Morris, C.P.A.'s, P.A. is a full service Certified
Public Accounting firm committed to furnishing our clients with high quality
professional services. We acknowledge that this can only be accomplished by
maintaining a qualified and well-trained Team dedicated to acheiving this goal.
Business Advisory Services
Sound business advice is beneficial
to even the best experts in their respective fields. We can assist in developing
sound business strategies and solutions to meet your long-term objectives
through financial forecasting, budgeting and analysis.
Family Administrative Services
Also known as Family Office
Services, they are highly customized to meet each specific client's needs, vary
greatly and are usually developed to support a wealthy family group. Examples
include: mail receipt and sorting; bill review and payment; transaction data
entry; banking and investment account reconciliation; small business, estate and
tax planning and oversight in order to coordinate the efforts of specialists
necessary to manage the financial affairs of high net worth
families.
Trust Services
We can serve as
professional Trustees in a variety of trusts. The advantage to using a
professional Trustee is having a non-beneficiary to make or assist making
independent decisions.
QuickBooks Consulting
Services
QuickBooks is the most widely used "do-it-yourself" accounting
program. We use our knowledge to help support your use and more importantly make
the year-end accounting process much easier. See our QuickBooks page for
additional details.
Technology Consulting
Services
With so many computer software and hardware choices available in
the marketplace, deciding what will best meet your needs can be difficult. We
can assist not only in determining your needs, but also with implementation and
maintenance, whether the solution involves an upgrade of your current software
or a virtual office solution.
Purchase or Sale
of a Business Consulting Services
The structure and terms of a sale or
purchase of a business is absolutely crucial. Our firm can assist in the process
to make sure that cash flows and tax advantages are properly
considered.
Employee Benefit Plan Consulting
Services
The sheer number of employer provided benefit plans available
can be overwhelming to most small business owners. We can narrow the field for
you and assist in the development and administration of benefit plans and
qualified retirement plans that result not only in substantial tax advantages,
but will also help you provide for both the current and future needs of you and
your employees.
Estate Planning
Services
A good estate plan can significantly reduce or eliminate the
taxes due on the transfer of your assets to your heirs upon your death. As a
result, you can leave your loved ones more financially secure. We can access
your goals and assist you in developing a plan that will best allow you to
accomplish your objectives.
Corporate Tax
Returns
Not only can we prepare your corporate income tax returns, our
firm also performs tax planning services to assist you in making the most of
income tax rules and regulations that can be very different depending on whether
you have an S corporation or a C corporation.
Partnership Tax Returns
If your business entity is a
partnership, then like an S corporation, the result on your business income tax
return has a direct effect on your personal income taxes. We can help you with
your business tax planning, keeping in mind the effect on your personal tax
situation and then, of course, prepare the required partnership tax returns.
Individual Tax Returns
Whether you have
only W-2 income, are self-employed or operate an S corporation or partnership,
we can prepare your required personal tax returns and provide consulting and tax
planning services throughout the year.
Audited
and Reviewed Financial Statements, and other Attestation Services
Often
an area of confusion for the small business owner, the objective of a review
differs significantly from the objective of an audit. The objective of an audit
is to provide a reasonable basis for expressing an opinion regarding the
financial statements taken as a whole. A review, however, does not provide a
basis for the expression of such an opinion. We can perform the procedures
necessary to provide you with the level of financial reporting that you need.
Compiled Financial Statements
There is no
expression of assurance contemplated in the compiled level of financial
reporting. Rather, the statements are based on information provided by the
client. We can assist you in presenting your financial information in the form
of financial statements, without performing the procedures necessary for us to
express any level of assurance.
Monthly and
Quarterly Bookkeeping Services
One of the most traditional forms of
accounting services. You provide us check stubs, receipt and deposit information
and any other financial transactions so we can then turn this raw data into a
compiled financial statement.
Payroll Tax
Returns
We can assist in prepaing the quarterly tax returns required by
the IRS and State of Florida
Personal Financial
Statements
We assist you in compiling a "snapshot" of all of your assets
and liabilities as of a certain date. These are often required by banks for
financing purposes.
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