Through experience and ongoing professional education, we at Preszler, Larner, Mertz & Co., L.L.P. are dedicated to:
- providing you with personalized services of the highest quality
- understanding your personal and business needs
- building a long-term trusting relationship to help you and your business succeed.
Financial & Estate Planning
Estate planning is an important tool for all individuals. The time you invest now to properly plan your estate can minimize your lifetime of tax liabilities, both federal and state.
Estate planning encompasses a variety of areas:
- Income tax planning
- Closely held businesses
- buy/sell agreements
- life insurance planning
- family partnerships
- Transfer of assets to beneficiaries
- Establishment of trusts
- Special gift programs
- Retirement planning
- Guardianships
Our trained professionals will help develop a strategy that best suits your needs, and may significantly reduce your tax liabilities. We often combine our efforts with legal counsel and insurance representatives to insure a comprehensive package.
For more information contact:
Schroeder, Dan
360-532-6873
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Tax Planning and Preparation
Today's continually changing tax environment requires careful planning and preparation to minimize taxes. New and existing tax laws can be very complex and may seem overwhelming.
Our tax professionals are ready to provide the practical tax advice and planning strategies you require. They are knowledgeable in a wide range of industries, and will assist you in:
- Federal Income Taxes (Individuals, Corporations, Partnership, and Non-profit Organizations)
- State Taxes
- Pension Plans and Fringe Benefits
- Trusts
- Estates
Our team of professionals is committed to remaining on the forefront of tax changes, and is ready to assist you in understanding and reacting to these changes.
For more information contact:
Schroeder, Dan
360-532-6873
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Bookkeeping Services
All clients are unique in their accounting needs, therefore, flexibility, experience and reliability are some of the qualities to consider prior to obtaining accounting services.
Our staff of professionals has experience in a variety of industries. They are able to customize and personalize the services provided, based upon your company's needs.
We provide the following services:
- Full-service Bookkeeping
- Payroll Processing
- State and Federal Taxes
- Excise Reports
- General Ledger Processing
- Computer Processing
For more information contact:
Christensen, Joyce
joycec@plmcpas.com
Olson, Julie
jolson@plmcpas.com
Micheau, Lynn
micheau@plmcpas.com
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Accounting and Financial Services
Business growth does not always equal success. Success comes with planning. As your CPA, we get to know your organization and operations, then use this as a foundation to help put your business on the track to success.
Financial statements are required by management for planning purposes and by credit grantors and underwriters for financing or investment decisions. Our firm has many years of experience with financial statement preparation. Because we know our clients' business, we can also offer significant assistance with forecasts and projections.
We provide:
- Financial Statement Preparation
- Business Consulting
- Forecasts and Projections
- Guardianships
For more information contact:
Schroeder, Dan
360-532-6873
Glasgow, Gordon
gmglasgow@plmcpas.com
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Attest Services
An audit offers the highest degree of assurance regarding financial statements. As a result, an audit is often preferred by third parties, such as bankers, other credit grantors, bonding companies and managers.
During an audit we examine the company's financial statements in accordance with generally accepted auditing standards, and express our opinion as to whether the statements are fairly presented in accordance with generally accepted accounting principles.
We have specialists who can provide a complete range of audit services for corporate, governmental and non-profit agencies.
- Financial statement audits
- Compliance audits (including A-128 and A-133)
- Operational or performance audits
- Agreed upon procedures; individual review of special areas such as inventories, receivables and cash.
- Fraud investigation and litigation support
Our audit staff is experienced in the following industries:
- Non-profit Agencies
- Healthcare Providers
- Housing Authorities
- Manufacturing
- Service Organizations
- Voluntary Health & Welfare
For more information contact:
Glasgow, Gordon
gmglasgow@plmcpas.com
Micheau, Lynn
micheau@plmcpas.com
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Business Valuations
Business valuations play a part in many activities: adding new owners,
or buying out existing ones; estate planning, buying or selling a business,
divorces, settling an estate, setting up a family partnership.
For small, non-public companies, this can be especially difficult. No
ready market exists to determine the value, and there are the added problems of
minority discounts and lack of liquidity to consider. Our staff has been
trained in doing valuations of closely held businesses and can help you
determine these values, using techniques suitable to your purpose and business. For more information contact:
Glasgow, Gordon
gmglasgow@plmcpas.com
Computer Consulting Services & Support
Automating your business office can save you valuable time and money.
Through the use of today's computers and software, you have access to new levels of management information that will help you remain competitive in the marketplace.
Our firm has a specialist who can assess your computer needs and assist in selection and implementation of software applications suitable for you.
Our computer consulting department has extensive training and background in micro-computer technology, has experience with various software packages, and can help you in the following areas:
- Software support - on-site, telephone or modem.
- Training both on-site and off-site
- Set-up and review of internal controls
- Procedural manuals
- QuickBooks
- Peachtree
- MAS90
As a business owner, complete and accurate reporting information is critical to the business decisions you make on a daily basis. PLM can assist you in choosing an accounting package that is right for you and your business.
  
As business consultants, we offer a variety of services including selection of accounting software, and setup and training in the use of these programs, such as
QuickBooks, Quicken, Peachtree and MAS90. Training is offered on site at your place of business or, at our office. We also offer ongoing telephone support for these programs.
In addition, we customize written accounting procedures, checklists and standardized reports to process regularly.
For more information contact:
Micheau, Lynn
micheau@plmcpas.com
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Controller for a Day
On many occasions, such as when a business is newly formed or is going through transition, a business financial and accounting needs assessment may be necessary.
In some situations, a business owner knows his business very well, but may need assistance with the record keeping, bookkeeping and accounting management.
Our CPA "controller" will visit and get to know you and your business, review your operations from a financial and accounting standpoint, then propose solutions and strategies to assist you in maximizing profits, and running a more effective and efficient business.
We can assist you with internal control structure; hiring and interviewing process; assessment, setup and training of a computer accounting system.
For more information contact:
Schroeder, Dan
360-532-6873
Glasgow, Gordon
gmglasgow@plmcpas.com
Nontraditional Engagement
Most clients request typical accounting or audit services.
Some, however have specific needs that cannot be met by a traditional compilation, review or audit of financial statements.
For instance a bank might ask for an audit of your financial statements, when it really only needs assurance on your receivables and inventory that serve as collateral for a loan; or a you may have a specific objective in mind, but not a specific service.
We can provide advice as to the most appropriate type of service that will meet your needs.
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©Copyright 2000 Preszler, Larner, Mertz & Co., LLP All Rights Reserved.
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