1. EXPERIENCE - FOCUSED ON SMALL AND MEDIUM SIZE BUSINESSES. Ross has been in private practice since 1977, Jim since 1980. Use their experience to your advantage.
2. STAFFING - Clients get their questions answered professionally and quickly with two principals; an experienced and knowledgeable supervisor (Marilyn, since 1978) and highly trained bookkeepers available during business hours. Solutions to problems are individualized to a client’s unique situation.
3. WE PROVIDE A COMPLETE MONTHLY FINANCIAL DATA PACKAGE that quickly and easily lets you know exactly where you stand. Colored graphic performance trends of revenue and expenses make it even easier for you to see where you might be going! Of course, you receive a complete monthly financial statement you can take to your bank!
4. ALL YOUR TAX REPORTS ARE SIGNATURE READY, so you don’t have to worry, just review, sign and send them. This includes payroll, sales, income, and Texas franchise tax returns.
5. TAX PLANNING is offered for all our individual income tax clients in the fall, with one-half hour at no charge - most well organized, uncomplicated plans are free. Our clients avoid unpleasant surprises. Our clients are kept abreast of tax saving advice on a regular basis either through periodic tax updates, monthly reviews of their business financial statements, special research projects particular to their situation, or reviewing our web-site’s monthly newsletter.
6. COMPARATIVE STATEMENTS provide a valuable management tool. Comparison to prior year monthly actual, monthly budget and financial ratio comparisons to industrial averages can help pinpoint where you should improve your business.
7. PAYROLL SERVICES tailored to your needs. We compete with the large payroll processing bureaus; but have the advantage for you of personalized service and tax advice that intertwines payroll related items with other aspects of your personal and business affairs.
8. WE HAVE MEMBERSHIP AFFILIATIONS with the AICPA (American Institute of Certified Public Accountants) and TSCPA (Texas Society of CPA’s). These associations help keep our firm up-to-date on the needs of businesses, like yours.
9. We have provided guidance for clients in their selection of ACCOUNTING SOFTWARE. Clients benefit from our familiarity with computer software for various applications. We import QUICKBOOKS® records from many of our clients into our system, and provide daily backup of their data offsite.
10. Principals maintain the ability to adequately provide the educational aspects of our clients’ PERSONAL FINANCIAL LIFE. We help guide clients with investment side of these programs, and refer aspects to specialist e.g., pension administrators and estate attorneys for plan preparation. We work closely with these specialists to assure your financial program is in sync with your income tax situation.
11. Both Ross and Jim have represented both individuals and businesses, some of whom were not clients before their need for representation, with the Internal Revenue Service either for collection situations or income tax audits. They have assisted clients with favorable results with other agencies such as the Texas Workforce Commission, Texas State Comptroller of Public Accounts, and the Dallas Appraisal District.
12. As registered providers of “Agriplan®/Bizplan®”, we help clients, who qualify, save on their income taxes through an 100% medical expense reimbursement plan through their businesses.
13. PRODUCTIVITY in our firm is maintained through such computer software installations as: Windows Small Business® Server network, Windows XP®, Creative Solutions® accounting software, Research Institute of America on-line tax research system, bridged data between UltraTax® tax preparation and tax planning software. These give us the ability to provide efficient and effective service at reasonable fees.
14. DATA SECURITY is maintained through the use of an uninterruptible power supply (UPS) which protects against data loss in the event of a power outage, and Symantec Backup Exec™ that performs daily backups of data to tapes which are taken off site. In the event of disaster, we have the ability to restore all client data.
15. Moving from compiled to reviewed financial statements often satisfies BONDING REQUIREMENTS OF CONTRACTORS.
16. LOAN PACKAGES and BUSINESS PLANS, as well as, SBA Loan eligibility analyses have been provided for clients.
17. Many enjoy the convenience of a NOTARY PUBLIC in our office.
18. Our past affiliation with Results Accountant Systems helps provide us tools for significant BUSINESS DEVELOPMENT, for selected clients, assisting them in Team Development, Strategic Marketing, and Financial & Operating Management. We have helped clients change from a reactive to a proactive mind set through cash management planning. Clients can know where they stand and where they are going! They are reminded that once the sale is made, all else is financial and needs good managing to be successful.
19. We guarantee your satisfaction. If for some reason, you find our service to be other than exemplary, or are not completely satisfied, we will make it right or refund your investment with us.
20. Discover answers to new tax and financial questions at our monthly “newsletter” on our WEB SITE: WCCPA.COM. You will find “financial tools” and “links” helpful.
“Quickbooks® is a registered trademark of Intuit, Inc. Bizplan/Agriplan is a registered trademark of Total Administration Services Corp., Windows XP and Windows Small Business are registered trademarks of Microsoft Corp., Creative Solutions and UltraTax are registered trademarks by Thomson Reuters Corp., Symantec is registered trademark of Symantec Corp.
