| Audit Services - General |
| Auditing is Lindquist, von Husen & Joyce LLP’s largest practice area, where we have earned a reputation for complete objectivity and professional conduct. Auditing gives us a focused view of the operations of your business, including insight into accounting and administrative controls. We work closely with management, staff and boards of directors to enhance the understanding of the audit process, financial statements and our management letters. We identify areas where efficiencies can be improved, provide recommendations, and can assist in the implementation of change.
Retail, wholesale distribution, manufacturing, construction, nonprofit, real estate, brokerage, leasing and other services comprise some of the industries included within our audit client roster.
In addition, our concentration in the industries of affordable housing and nonprofit organizations has made us a leader in these niche industries. |
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| Audit and Tax Services to Affordable Housing Organizations |
| Lindquist, von Husen & Joyce LLP has been a leader in the area of affordable housing for over two decades.
As the largest practice area of our firm, we provide audit and tax services to over 200 companies that include for-profit and nonprofit real estate developers, low-income housing tax credit limited partnerships and their tax-exempt general partners, property management companies, HUD properties and other entities.
Other services include: < Cost certifications < Special reports required by investors and regulators < Budgeting assistance and cash flow analysis < Internal control reviews < Internal financial reporting assistance < Operational reviews < Strategic business planning < Investor buy-out analysis < Fraud detection
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| Audit and Tax Services to Nonprofit Organizations |
| Lindquist, von Husen & Joyce LLP has been dedicated to serving the nonprofit community for over 40 years. Our teams of professionals have extensive experience in audit, accounting and tax issues facing nonprofit organizations. Annually, we perform over 60 audits of a wide variety of tax-exempt organizations including those under the provisions of Government Auditing Standards and OMB Circular A-133. Partners and senior professionals of the firm volunteer personal time at training seminars, workshops and conferences held by and for nonprofit organizations, and serve on various boards and advisory committees. Other services include: < Board or staff training and meeting facilitation < Budgeting assistance and cash flow analysis < Internal control review < Internal financial reporting assistance < Operational reviews < Strategic business planning < Fraud detection < Indirect cost proposals < Audits of 401(k) plans < Accounting personnel search
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| 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
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| 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:
*Technical training for accounting personnel
*Preparation for audits (non attest clients)
*Small business consulting
*Accounting systems set up
*Assisting boards of directors in their understanding of financial information
*Temporary controllership (non attest clients)
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
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| Tax Services |
| At Lindquist, von Husen & Joyce LLP, you have access to one of the longest-established tax departments in the Bay Area. Our professionals assist you in identifying strategies to minimize tax liabilities, maximizing your tax benefits, plan for retirement and minimize estate tax. Our tax team consults with individuals and business owners in the area of estate and family planning, and have extensive experience in preparing fiduciary income tax returns. Whether planning for retirement, business succession, income taxes, investments, or estate planning, we assist in coordinating the continuing implementation of your plan with your attorneys, financial advisors, insurance agents and other professionals.
Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Tax effects of buying/selling a business |
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| Reviews and Compilations |
| In addition to providing audit services, we also conduct review and compilation engagements:
*Reviews - we perform inquiries and analytical procedures on selected financial data and issue a complete set of financial statements with limited assurance
*Compilations - we prepare financial statements (with or without certain disclosures)based upon client information provided to us |
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| 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. |
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| 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. |
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| Employee Benefit Plans |
| The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. |
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| Taxing Authority Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a high level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| 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. |
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| 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. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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