Services We Provide
Our accounting professionals work very hard to continually stay abreast of the latest technologies, business practices, and tax laws and regulations that could affect you and your business. In fact, Grant averages over 93 hours each year studying and attending educational seminars, more than double the minimum 40 hours per year required to maintain a CPA license, so he can be well informed as he serves our clients.
Taxes, Business and Personal
We prepare and efile tax returns for individuals, partnerships, s-corporations, c-corporations, limited liability companies (LLCs), trusts, estates and selected non-profits, and represent clients in states all over the country.
But preparing a tax return is a bit like doing an autopsy – it's before the end of the year when we can be most effective to help you plan and make decisions to manage your tax liability. We will help you develop strategies to make the most of tax laws and regulations to fit your individual situation.
For business owners, providing for business continuity and succession of ownership is essential. There are even tools available that might help you get tax deductions for "giving away" assets now, while continuing to enjoy the income from them during your lifetime. We can guide you through the process of getting your financial affairs in order.
Effective estate and gift palling can help:
- reduce estate taxes and probate costs, leaving more for your loved ones
- ensure your accumulated wealth will really go where you want it to, whether people or causes
- provide greater privacy (probate filings are open public records)
- allow your business to go on providing income for your family when you are gone
- prevent feuds that can tear families apart
- reduce or eliminate the stress and burden of critical decision-making by your family at the time they are least ready emotionally to face it
The key to running, growing and improving your business is to start with good numbers. We will get you on the right track and help you to grow from there.
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup
- Sales & Use Tax
- Personal financial statements
- Compilation reports
Quickbooks Support Certified Quickbooks ProAdvisor
We have Certified Quickbooks ProAdvisors on board to help you with any aspect of using this software to manage your business more effectively. Whether you need training, help with setup or installation, or a periodic "look over the shoulder" to make sure things are being handled properly, we can help.
Quickbooks isn't quick if you aren't using it properly. We can help.
- Develop chart of accounts
- Prepare report formats
- Set up budgets and YTD reports
- Forecasts made easier
- Training of new employees
- Recording transactions
- Year-end adjustments
- File assessment and clean up
We offer "after the fact" quarterly and year-end payroll return preparation for clients who process their own payrolls. But to be honest, we recommend you use a payroll service such as Paychex or ADP to process your payroll, and handle all filings and tax deposits. This area, more than any other, is highly prone to errors, missed deadlines and penalties, and it pays to have a professional handle payroll for you. We will be happy to discuss your needs and provide any needed referrals.
We gauge our success by the personal and business successes of our clients. Neilley & Co. can help your business identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We can also help owners position a business for sale, or assist with the purchase or start-up of a new business.
Urgent, short term assignments welcome. We are a general practice CPA firm and can help with just about any one-time or special need you might have. And if we can't, odds are good we know someone who can, and will be happy to bring in whatever specialists are needed to solve your problem.
No one will ever know your business as well as you do, but there are times when practical advice from a professional makes sound sense. Grant works in partnership with our small business clients to manage their businesses more profitably, with an eye to the future.