Wright Ford Young & Co. |
| Our firm offers a wide range of services to our individual and business clients. 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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| (Click Service Title For Details) |
| Homeowner's Assocation (H.O.A.) Audit and Tax Services |
| Generally, an H.O.A.’s Financial Statement is required to be audited if annual Gross Assessment Revenues exceed $75,000. Our audit staff has been trained to complete these specialized audits in a cost effective and timely manner. Our Tax Department then prepares the applicable tax returns (e.g., IRS Form 1120-H and CA Forms 100 & 199) for submission to the respective agencies. Our technical qualifications and ability have helped our H.O.A. clients to fully meet their accounting and reporting compliance requirements. Throughout the process, we always maintain a strong working relationship with the H.O.A.'s Management Company and, if necessary, the Board of Directors. Please call us at (949) 910-2727 or click here to complete our Client Questionnaire Sheet. Send the completed questionnaire to sjew@cpa-wfy.com. |
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| Technology Solutions |
| Accounting & Financial Solutions Our consultants have extensive experience with the leading accounting and information management software packages and can help deliver a wide range of solution options to your organization. Software supported include: Microsoft Business Solutions Great Plains, BEST MAS 90/200/500, QuickBooks, and other leading accounting solutions. We also provide Network Management and Engineering services. System Analysis, Design & Selection We will evaluate your current needs and system requirements and develop a solution to meet those needs. Our goal is to help you design a solution that can be implemented, is affordable and will provide rapid and dramatic improvement in your operational processes. System Implementation We use a systematic approach to define the scope of the implementation project, install the new system and software components and help to ensure the success of your financial solutions. Our goal is to help you complete your implementation on time and on budget. |
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| 401(k) and ERISA Audits |
| We have a specific industry focus in the area of ERISA audits. They are an integral part of our practice. Each of our audit staff has been specifically trained to complete these unique audits in a cost effective and timely manner. |
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| Nonprofit Services |
| Our nonprofit practice is shaped by our personal experiences serving in the nonprofit community as board members, volunteers and donors. We understand a strong sense of mission and a clear and compelling vision are required to accomplish the good work of a nonprofit organization. We also know truly effective organizations require engaged and informed boards, productive development and fund raising, sound management practices, and reliable financial information. We, therefore, commit to make every effort to understand your organization’s mission, vision, values and practices; and then, in partnership with you, create unique solutions to your challenges and opportunities. |
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| Mergers & Acquisitions |
| Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support |
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| Audits, Reviews and Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance: *Audit- an intensive examination with the highest level of assurance *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Business Consulting |
| We gauge our worth by the personal and business successes of our clients. We 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. |
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