We offer a wide array of services for individuals, businesses and nonprofits. Whether you need assistance related to tax filing, bookkeeping or any other financial matter, we would love to help. Scroll down to learn more about what we offer.
Tax Representation and Preparation
Tax Management Services
At W.A. Leonard & Co, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. We can also prepare your partnership, corporate, or estate tax return.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Further, if you are facing complex collection issues, our experienced Certified Public Accountants, Enrolled Agent and former Department of Treasury employees will guide you through the process of which there are many options available.
Estate and Trust Planning and Tax Preparation
Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
For over thirty years, W.A. Leonard & Company, P.C. has provided fiduciary accounting, fiduciary taxation and estate taxation services to individuals and law firms which will serve to accelerate the trust/estate administration process and tax elections that are available to the personal representative.
Acquisitions and Sales Analysis
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, W.A. Leonard & Co, P.C. can provide professional know-how to help you successfully structure and negotiate the deal.
W.A. Leonard & Co, P.C. employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Accounting and Auditing
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. W.A. Leonard & Co, P.C. accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Assistance with reporting for various state and federal government agencies
Cash flow budgeting and forecasting
Personal financial statements
Employee benefit and profit-sharing plans
Corporate tax planning and return preparation.
QuickBooks Pro Advisor - Set up company files and provide training.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. W.A. Leonard & Co, P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
W.A. Leonard & Co, P.C.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.