Services
Our team of partners, associates and staff are part of an extraordinary team of financial and technical experts that can assess your current and future needs. We are here to guide you to a better and more successful future. Leffler Miller Ward & Company is a full service Business Management and CPA firm that provides business management, professional assurance, consulting and tax services in a variety of industries.
Business Managment
Leffler Miller Ward & Company has over 30 years experience providing business management services for entertainers, behind the scene personnel, writers, producers, composers, business executives and high net worth individuals and their related business entities. Our services include review and payment of bills, deposit of income and other sources of funds, handling all banking matters, loan/ borrowing needs, asset acquisition or disposition, assistance in insurance matters and investment of excess funds. Our staff strives to respond to a clients need promptly and professionally. We work with other professionals to insure competitive, cost effective, comprehensive insurance coverage, optimize portfolio management, and high quality legal services.
Tax Planning, Compliance and Controversy
Tax Planning - Leffler Miller Ward & Company works throughout the year with our clients, designing and implementing tax strategies to reach the optimum tax solution based on the overall circumstances. Through open communications, we monitor changes in the clients individual situations and the changing tax laws and advise them on the optimum approach tailored to their situation. Working with other professional advisors we are able to maximize wealth accumulation related to estate, retirement, business transactions and investments.
Tax Compliance - We work closely with clients to ensure timely tax compliance. We strive to meet deadlines prior to the due date, efficiently and smoothly to relieve client stress. We have extensive experience in multi-state, complex, and international tax issues. Our tax compliance includes Individual, Gift, Partnership, Corporation, Limited Liability Corporation/Partnership, Payroll, Trust, Estates, and Non-Profit Organizations tax returns preparation.
Tax Controversy - Leffler Miller Ward & Company is experienced in accessing and assisting clients in facing the challenges of dealing with the Internal Revenue Service, Franchise Tax Board and other tax agencies. The audit process and procedures for negotiation of tax debts/assessments are complex. We handle all aspects related to the audits, including preparation/negotiation of Offers in Compromise or payment plans.
In addition, our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, 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.
- Accounting Services
- Asset Protection
- Bookkeeping/Write-Up
- Business Consulting
- Business Succession Planning
- Cash Flow & Budgeting Analysis
- Compilations
- Consulting Services
- Estate & Trust Tax Preparation
- Estate Planning
- Financial Forecasts & Projections
- Financial Statements
- Reviews & Compilations
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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
Asset Protection
Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.
Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
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.
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.
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.
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. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
Consulting Services
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. The following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implemetion
- Type of entry selection
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
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.
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.
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.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Reviews & 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 two levels of assurance:
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use.