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Councilor, Buchanan & Mitchell provides an extensive range of services including but not limited to the following: • Audits of Financial Statements
• Reviewed Financial Statements
• Compilation Financial Statements
• Tax Return Preparation
• Tax Planning and Transactional Analysis
• Representation in Tax Examinations
• Forensic Examinations
• Litigation Support
• Business Valuations
• Technology Consulting
• Investment Advisory Services
• Wealth Management
• Estate and Financial Planning
• Benchmarking/Trend Analysis
• Agreed Upon Procedures
• Business Succession Planning Audits, Reviews and Compilations
Auditing primarily involves the examination by CPAs of financial statements for the purpose of rendering an opinion on the presentation of the financial position and operating results. When an audit is not required, reviewed or compiled financial statement services can be provided. This enables us to match our services to your needs. Retirement Plan Audits
CBM has a Retirement Plan Audit Team dedicated to serving our clients. Many of these clients are requested by the Department of Labor (DOL) to have an audit of their retirement plans. We have extensive audit experience in 401(k) Plans, Defined Benefit Pension Plans, Profit Sharing Plans and Deferred Savings Plans. Our Retirement Plan team members have broad experience in audit services complimented by a specific focus on the intricacies of retirement plan audits. We are also members of the American Institute of CPAs’ (AICPA) Employee Benefit Plan Audit Quality Center which enables our professionals to have timely access to the latest developments in employee benefit plan auditing. Taxation
Your right to pay the lowest legal tax involves both planning and compliance. Application of income tax laws and regulations to your situation is one of our deepest concerns. Therefore, constructive tax planning is one of our principal objectives. We constantly review new tax legislation, regulations, cases and rulings to pinpoint planning opportunities for you. In addition, we provide quality control review of work papers by tax department personnel and interim and year-end tax planning meetings with our clients. We are committed to preparing and reviewing tax returns to provide for timely filing. Business Valuations
Why might I need a Business Valuation?
It might be to negotiate a sale, secure credit, settle a legal dispute or determine your tax liability. A Business Valuation is an essential step to understand, utilize, and leverage the full financial capacity of your business. Since every business is unique, the CBM Business Valuation team looks at the asset values, earnings capacity, economic and industry factors, market position, competition, plus many more components in determining the "fair market value" of your business.
At CBM we believe an essential point to keep in mind during the valuation process is that "value" is determined by a complicated set of factors. For this reason, it is important to work with valuation professionals skilled and certified in selecting and applying the appropriate methodologies with the valuation's unique set of circumstances. Technology
We continue to expand and upgrade our technology capabilities as new developments are brought to the marketplace. We use computer techniques in areas such as developing accounting and auditing procedures; assisting clients in personal financial planning; and providing financial analyses and forecasting. Our Computer Technology Division provides a number of technology services for our clients including: • Microcomputer Hardware, Software, Diagnostics and Troubleshooting
• Operating System Installation, Upgrades, Support and Training
• Accounting Systems Software Application / Installation, Training and Troubleshooting
• Network Installation and Upgrades
• Network Performance Evaluation and Diagnostics
• Network Migration from Novell to Microsoft NT
• Internet in the Business Environment
• Computer Security
• Computer System and/or Department Evaluation
• Software Application Installation and Training General Consulting
Over the years, our clients have increasingly relied on us as their business management consultants. Our continuous involvement with a large number of major businesses enables us to maintain an intimate knowledge of a broad range of business activities. Our partners and senior CPAs have the experience necessary to serve the clients in a wide range of functional areas, such as:
Software Evaluation and Implementation
Executive Compensation Plans
Cash Management
Financial Controls
Profit Planning and Budgeting
General Business Planning
Operational Auditing
Human Resources Services
Cost Segregation Studies
Litigation Support
Family Business Planning
Business Succession Planning
Business Valuation
Estate Planning Administration
Personal Financial Planning
Strategic and Long Range Planning
Computer Systems
Accounting Systems
Forensic Examinations
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