Tax & Accounting Services
Potts, Hannah & Fischer, P.C. Menu of Services
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Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that's right for you and will teach you how to use it effectively.
Accounting Services
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Tax Services
Potts, Hannah & Fischer, P.C. offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state, and local tax returns for individuals and businesses.
Mergers & Acquisitions
We are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements, and a myriad of other M & A considerations.
Succession Planning
We work with small to medium size business owners to map out a plan for the business to continue after the owner's retirement or sale of the business. We will help design and implement the plan, whether it is a sale to an outside party, a transition to family members, or a sale to an employee stock ownership plan. We can assist throughout the plan with tax and accounting issues, negotiations, and due diligence.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analysis that can help you minimize costs overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
IRS & State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.
Compilation & Review
Potts, Hannah & Fischer, P.C. provides professional compilation and review services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements and offer limited-scope review testing.
Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.
Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Financial Forecast and Projections
Potts, Hannah & Fischer, P.C. provides complete financial and business forecasting services, including proforma projections. We will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
Financial Statements
We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesses full profit potential.
Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from unneeded emotional devastation that can be caused by estate tax levies.
Estate, Gift, and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
Management Advisory Services
Potts, Hannah & Fischer, P.C. offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
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