Gilbert, Wallace, Stewart, Stramel & Sowers, P.A
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Gilbert, Wallace, Stewart, Stramel & Sowers, P.A. offers a wide range of services to our individual and business clients. 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.

(Click Service Title For Details)

  		• Accounting Services
  		• Bookkeeping/Write-Up
  		• Business Entity Selection
  		• Business Succession Planning
  		• Consulting Services
  		• Estate Planning
  		• Financial Planning
  		• IRS Representation
  		• Litigation Support
  		• Retirement Planning
  		• Sales Tax Services
  		• Tax Planning & Preparation
  		• Tax Services
  		• Forensic Accounting
  		• Reviews & Compilations   
    Accounting Services
  • Review of financial statements
  • Compilation of financial statements
  • Compilation of budgets, forecasts and projections.
  • Preparation of original journals and ledgers.
  • Reconstruction of special reports, analysis and discussions regarding accounting data.

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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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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    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.

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    Consulting Services

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    • Valuations of businesses for estates, gifting, and buy/sell agreements.
    • Cash Flow Analysis
    • Financing proposals and business plans
    • Assistance in interviewing and qualifying applicants for key accounting and financial positions.
    • Staff training for bookkeeping and accounting functions.
    • Consultation with respect to employee benefit and compensation packages.
    • Evaluations and recommendations regarding purchases and/or sales of major assets and businesses.
    • Assistance with business formations and dissolutions.
    • Advice on formation of partnerships, corporations, or LLCs.
    • Organizational planning for more efficient internal accounting procedures and controls.

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    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.

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    Financial Planning
    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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    IRS Representation
    During our years of experience dealing with many taxing authorities, we have achieved a 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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    Litigation Support

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    Litigation Support Services include:

    • Expert Testimony
    • Arbitration and mediation services
    • Business Valuations
    • Forensic accounting

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    Retirement Planning
    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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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 & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    Tax Services

    Tax Planning and projections for:

    • Businesses, individuals, estates and trusts.
    • Pension and profit sharing arrangements.
    • Incorporations, mergers, acquisitions, liquidations, consolidations and reorganizations.

    Preparation of federal and state tax returns including:

    • Individual, Partnership, LLC, Corporation, S Corporation, Pension and Profit Sharing Plan, Estate, Trust, Homeowner Association, Non-Profit Corporation.
    • Sales Tax, payroll tax, excise tax, unemployment tax, tangible tax, intangible tax, U.S. information reporting regarding foreign investment
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    Forensic Accounting
    We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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    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.

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