The following is a list of services provided by this firm. However, this list is not all-inclusive, and you should not be concerned about calling in regard to any business, tax or financial related matter. We maintain relationships with other professionals practicing in a variety of specialties. If we are unable to assist, you can be assured we will refer you to the right individual or firm.
If you are a prospective client, please call for a complimentary, no obligation, appointment or phone conference.
- Tax Return Preparation
- Litigation Support / Business Valuation Services
- Financial Planning Services
- Retirement Plan Administration
- Non-Profit Services
- Representation Before the IRS
- Tax Planning
- Other State Tax Return Preparation
Relocation Tax Problems
Tax Return Preparation
We are experienced in all facets of tax preparation, including filing individual, small business, partnership, and estate returns. We will ensure that you consider all of your legal deductions so you realize your full tax benefit. Our comprehensive interview techniques and computerized return preparation process assure that your return is complete, correct, and presented to you in a timely manner.
Litigation Support / Business Valuation Services
We have 20 years of experience in the valuation and appraisal of small business interests for merger & acquisition activity, partner admission, divorce, and estate situations. Robert Sielschott is a Certified Valuation Analyst, and is recognized as Lima’s premier business valuator.
Financial Planning Services
Jared Walsh is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), as well as series 7 and 66 licensed. We offer a full line of investments options, including mutual funds, stocks, bonds, certificates of deposit, IRAs, 529 college savings plans, and retirement plans for small businesses. Fee-only and separately managed account programs are also available, in addition to retirement, cash flow, and estate planning services. Call today to set up your no cost, no obligation financial review.
Retirement Plan Administration Services
We offer administration of a number of retirement plans, including: 401(k) Plans, SIMPLE 401(k) Plans, SEP Plans, and Profit-Sharing plans. We specialize in the administration of small employer plans that may get lost in the shuffle at larger TPA firms. Features offered include:
- Plan Installation
- Administration & Recordkeeping
- Reporting & Disclosure
We are experienced in handling not-for-profit organizations. Our Company has been helping not-for-profit organizations for many years. We can service not-for-profit organizations in several areas. Some areas included are: helping organizations obtain approval status from the IRS by filling out the required applications, assisting with bookkeeping needs, preparing financial statements, and performing agreed upon procedures as requested.
Representation Before the IRS
Are you having problem with the IRS or the state? If you owe past due money, if you receive puzzling correspondence from the IRS, or if your return has been selected for an audit, we are fully qualified to assist you before the IRS or the Franchise Tax Board. We specialize in Collection and Appeals representation.
We can help structure your transactions to minimize the legitimate amount of tax you pay. Through careful evaluation, we will assist you in planning your tax obligations for the entire year, so there won’t be any surprises at tax time. We’ll also be on hand to explain the tax structure so you’ll know where your money is going. We are well equipped to ensure that you gain the full benefit of your deductions through our intensive continuing education and training.
Our knowledgeable staff is experienced in handling even the most complicated of payroll situations, giving you the peace of mind that your company’s payroll will be handled with the most up to date payroll tax rules and regulations. We will tailor the payroll to your business’ specific needs. Our services include printed paychecks or direct deposit, maintenance of your current employee information, remittance of all federal, state and local payroll tax deposits and all payroll report filings.
Other State Tax Return Preparation
This office has extensive experience in preparing returns for all states in the U.S. and the preparation of multiple state returns in conjunction with taxpayers relocating or working outside their state of residence during the year. Properly prepared state returns can avoid serious repercussions at a later date.
Relocation Tax Issues
Our office specializes in tax problems associated with relocations from state to state. In addition to being experienced in preparing returns for all states, we specialize in home sales, moving, pension rollovers, part year and non-resident income allocations for the various states.