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Services
At Westbrook, McGrath, Bridges, Orth, & Bray we strive to provide accurate and timely information that is the necessity for any successful business or personal relationship. Because of the size of our firm, our clients receive unparalleled, personalized, quality services through:
Tax Return Preparation and Tax Planning Services
- Preparation of income tax returns: Corporation, partnership, individual, estate and fiduciary, and non-profit
- Pension and profit-sharing plans
- Preparation of other tax returns - payroll, sales, property, etc.
- Tax examinations and representation before taxing authorities
- Technical tax research and opinions
Audit and Accounting Services
- Audit of financial statements for the purpose of rendering an opinion
- Review of financial statements
- Monthly, quarterly, or annual compilation of financial statements
- Preparation of forecasts, projections, and cash flow analysis
Consulting Services
- Preparation of financial presentations for use in obtaining financing
- Representation with management before loan committees, investors, and governing authorities in regulated industries
- Review of legal agreements such as leases or contracts for tax and financial statement considerations
- Organization Planning and development
- Purchase or Sale of a business
- Personnel management
- Profit improvement programs
Financial Planning Services
- Retirement Planning
- Estate and Business Succession Planning
- Financial Planning to Achieve Specific Goals
Management Advisory Services
- Analysis of current accounting system
- Evaluation, purchase, and installation of computer accounting systems
- Designing and implementation of accounting system
- Analysis of construction projects, feasibility studies, proposed investments, and applications
QuickBooks and Peachtree Accounting
Our firm specializes in both QuickBooks and Peachtree Accounting software support services for business owners and their staff. We can train your staff on the use of the software and streamline your accounting by setting up your software correctly. With our help you can focus your valuable time and labor on your business and customers.
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