Overview
Hendrick & Kellison, LLC provides tax planning and consulting services for businesses that are interested in a CPA firm that looks beyond the tax return. We provide year-round services for businesses – and can help from the start-up through the sale or liquidation phase. Our goal is to partner with you to provide financial advice that will help you increase your net worth by minimizing the taxes you owe.
We also aim to increase the value of your business by helping you interpret your financial statements so you can make informed business decisions. With our extensive knowledge of the tax law, Hendrick & Kellison LLC is not just preparing your tax return, we are constantly looking for ways to maximize the value of your business. When the tax law changes, you can be assured that the firm will contact you if those changes will impact your bottom line. You know your area of business, let us help you with the tax aspect of starting, operating, and selling your business.
We also aim to increase the value of your business by helping you interpret your financial statements so you can make informed business decisions. With our extensive knowledge of the tax law, Hendrick & Kellison LLC is not just preparing your tax return, we are constantly looking for ways to maximize the value of your business. When the tax law changes, you can be assured that the firm will contact you if those changes will impact your bottom line. You know your area of business, let us help you with the tax aspect of starting, operating, and selling your business.
Ideal Client
Are you an ideal client for our firm? If you are ethical and are interested in a firm that will provide business advice and tax planning, we might be a good fit for each other. We are interested in clients who want more than compliance work from their tax professional (filing returns). Because we focus on your whole tax situation, we only accept business clients that want us to also assist them with their personal taxes. To effectively advise the business, we need to know the owner’s personal tax situation. We will not rush through your return -- we will take the time to look at your entire financial picture and provide you guidance for your ongoing operations. We are a good fit for businesses that have, or are willing to work towards, a good internal accounting system. Good decisions can only be made with good data.
Fee Structure
We charge businesses a flat fee based on the complexity of their financial situation. We want to be a resource for you and not let the cost of contacting us get in the way of us helping you make your business successful. In addition to preparing and reviewing your tax returns, we offer the following services as part of your annual fee:
When you become a client of our firm, we will review your past two years tax returns and provide you with a service proposal. You will know upfront what you are investing in your tax and financial services.
- Analysis of tax situation and identification of opportunities to minimizing taxes.
- Advice on positioning your business for growth or sale.
- Unlimited phone calls and emails.
- Up to two meetings a year with a staff accountant, Enrolled Agent (EA) or Certified Public Accountant (CPA).
- Assistance with QuickBooks setup and usage.
- Determining the best retirement plan for you and your employees.
- Preparation and e-filing of your information reporting returns [1099s].
- Preparation of local jurisdiction income tax returns.
- Response to IRS or State tax notices received during the year.
- Representation by a CPA or EA for tax agency audits.
- Delivery of tax return in electronic format via secure portal. Hard copy provided upon request.
- If needed, we will amend returns that have been prepared by our office.
- Access via zoom to our client education webinars.
When you become a client of our firm, we will review your past two years tax returns and provide you with a service proposal. You will know upfront what you are investing in your tax and financial services.
Special Services
In addition to the ongoing services we provide, we are also here to help you with the unique opportunities that arise throughout the life cycle of your business. With our extensive knowledge of the tax law, Hendrick & Kellison LLC has substantial experience in assisting clients with the situations that occur on a more infrequent basis. These services are available and will be quoted on a flat per-occasion basis.
- Business set-up including analysis of what legal entity is best for your business.
- Sale or merger of your business to an outside entity.
- Transition of your business to family members or employees. Other succession planning.
- Sale of assets.
- Retirement planning for you and your business.
- Staging your business for sale.
Next Steps
We are accepting a limited number of new clients. If you are interested in becoming a client of our firm, contact us.
