We prefer to take a proactive versus reactive approach to tax services.
By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both
your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
Tax services offered include, but are not limited to:
- Estates, trusts, and gift
- Not-for-profit organizations
- Divorce tax planning issues
- Tax effects of buying or selling a business
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state taxing agencies.
Roloff, Hnatek, & Co., L.L.P. offers tax planning assistance. Let our experienced team of Victoria, Texas Accountants eliminate the stress associated with taxes.
Estate Planning and Estate and Trust Tax Return 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.
Pension and Profit Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined-benefit plans, SEPs, and Simple IRAs) can provide significant tax advantages for closely-held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
We view our role in the financial reporting process as an opportunity to enhance the reliability of financial information prepared for use by creditors, regulators, and bonding companies. In addition, we provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records providing the highest level of assurance.
Reviews and Compilations
A review may be a cost-effective alternative to an audit when the company's owners are:
- actively involved in day-to-day operations;
- feel comfortable with the effectiveness of existing procedures and controls;
- and require only limited assurance about the financial statements.
A compilation helps a company assemble information into a financial statement format, but provides no assurance about those statements.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently and are the foundation of a successful bussiness. Our bookkeepers have extensive experience working with small and medium sized entities. Our dedicated qualified staff can assist you with the day-to-day tasks associated with bookkeeping including general ledger reporting, payroll, payroll tax reporting, and sales tax report preparation.
Our staff can assist you or your employees in learning, using, and customizing Quickbooks to make the most of your investment in the software. We can provide Quickbooks setup, training, assistance, and troubleshooting.
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 are just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Buying/selling a business
- Computer systems
- Financial and retirement decisions
- Estate, trust, and gift planning