Services
Condon, Hecht, Bisher, Wade & Company, P.C. is a full service public accounting firm with a commitment to professionalism and quality in any service we provide to our clients. We strive to provide services that exceed our clients' expectations. Listed below is a brief description of the services we provide. Please contact us so we can exceed YOUR expectations.
- Tax Planning, Preparation, and Compliance
- Audit, Review, and Compilation services
- Accounting Services
- Business Advisory Services
- Estate and Trust Planning
- Financial and Retirement Planning
- Bookkeeping/Write-up
- Entity Selection and Structuring
- IRS Representation
- Peer Review Program
Tax Planning, Preparation, and Compliance
We have one priority in the tax area - to keep your tax liability to a minimum. The staff at CHBW & Co. understands the complexities of current tax and estate laws and works with you to coordinate these laws with your needs and requirements.
Our services include but are not limited to:
- Individual Tax Preparation
- Limited Liability Companies
- Partnership Tax Preparation
- S and C Corporation Tax Preparation
- Trust and Estate Tax Preparation
- Nonprofit Tax Return Preparation
- Representation before the Internal Revenue Service and other taxing authorities
We can advise you on how to time your income and deductions to give you the greatest tax advantage, devise a management succession plan, and take advantage of tax credits and other incentives.
Whether your needs are simple or complex, CHBW & Co. can help. We are experienced and knowledgeable and stay up-to-date about new developments through continuing education.
Audit, Review, and Compilation Services
CHBW & Co. offers audit, review, and compilation services, the cornerstones of our practice, to assist our clients in meeting their financial reporting needs.
Audited financial services are often requested to provide the highest level of assurance as to the accuracy of financial data and for obtaining bank loans, bonding, mergers and acquisitions. The primary objective of an independent audit is to express an opinion on the financial statements. CHBW & Co. utilizes a team of qualified professionals to uphold the high standards required by the financial community.
Our accounting services are available for those clients with less stringent reporting requirements. For non-public entities, these services are available in the form of financial statement compilations or reviews, cash flow projections, and other special purpose projects.
Regardless of our clients' financial reporting needs, CHBW & Co. provides the highest level of quality in our auditing and accounting services while maintaining the independence required by our profession.
Accounting Services
Businesses rely on accurate and relevant financial information in order to maintain profitability and capitalize on new opportunities. Let us focus on your accounting, so you can focus on your business.
Our accounting services include but are not limited to:
- Payroll processing
- General ledger and financial statement preparation
- Bookkeeping (monthly, quarterly, or annual)
- QuickBooks system setup and support
- Personal financial statements
- Check writing
CHBW also offers QuickBooks hosting as an alternative to QuickBooks online or for those clients that want the convenience of having their QuickBooks files automatically updated while providing access for their CPAs. Subscribing to our cloud service means you never have to update or pay for QuickBooks upgrades again. It also allows us to provide QuickBooks support without having you bring in your laptop or backup files.
Business Advisory Services
CHBW & Co. provides advisory services in many areas, including business planning, financing assistance, accounting systems and controls, budgeting, business valuations, assistance with buying or selling a business, and consultations. We seek to obtain an in-depth understanding of the businesses we serve, and as a result we are able to assist our clients' management in developing more effective-and profitable-operations through improved selection and application of management techniques while maintaining the confidentiality required and expected by our clients. We feel this approach will help develop the best course of action, whether a new or established business.
As your CPAs, we get to know your organization, operations and finances; your personnel and tax situations; and your data processing and management information system needs. Using this as a base, we help you put your business on the steady track to success.
These services include but are not limited to:
- Compiled and management use financial statements
- Entity selection and structuring
- Transaction structuring and negotiations
- Business succession
Estate and Trust Planning
Effective estate and trust planning can ensure financial security for loved ones. For business owners, it can maintain a smooth succession of ownership. CHBW's role is to help you and your attorney navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s 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.
Financial and Retirement Planning
CHBW's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. Along with your financial adviser, we can help guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Condon, Hecht, Bisher, Wade & Co. can work with your investment adviser to ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Bookkeeping/Write-up
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Making sure your small business has adequate documentation before the IRS is a key to success. CHBW can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. We can maintain a general ledger for you and provide a detailed trial balance or management-use statements monthly. We also provide a variety of resources on our Client Tools page, including financial calculators.
Entity Selection and Structuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, CHBW, along with your attorney, can advise you on choosing an entity type that best fits your needs currently and for the future. With our knowledge and expertise, you will always receive the most advantageous recommendations regarding entity type and structure for your business.
IRS Representation
Professional representation can be vital during an audit, and our experience with taxing authorities enables us to guide clients in their dealings with federal, state, and local agencies. If you have been chosen for an audit or merely receive a notice or inquiry, the professional representation you will find with our Firm can help put your worries at ease. We are ready, willing, and yes, even eager to answer any and all questions the IRS or other taxing jurisdictions may present to you. We can not only help, but we take great pride in resolving issues and obtaining the best possible outcomes for our clients.
Peer Review Program
Our stockholders have been involved in the American Institute of Certified Public Accountants Peer Review Program since 1985. Stephen W. Bisher and Jason M. Wade are responsible for all of the Firm peer review engagements.
Our Firm has provided over forty such engagements in five different states, with service to sole proprietorships having no professional staff as well as large local firms. Reviews consist of system reviews, engagement reviews, and CART reviews.