At David & Johnson, Ltd., the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.
We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.
David & Johnson, Ltd. understands the importance of providing technically competent tax advice to achieve signiificant tax savings and preserve wealth. Our Firm has a dedicated team of qualified professionals working to provide innovative tax solutions to all of our clients, whether they be individuals, corporations, partnerships or non-profit entities.
We also believe that knowledge is power. Our professionals, with their in-depth knowledge, can help you understand the complex tax laws and use them to your advantage. We are committed to providing our clients with value-added, innovative and custom tailored solutions.
We are constantly on the lookout for new opportunities to help our clients minimize their taxes. Our tax services include:
- Owner/manager tax minimization strategies
- Incorporation of proprietorships and partnerships
- Planning for the purchase or sale of a business
- Business succession planning
- Compensation and benefits planning
- Family and personal trust planning
- Retirement planning
- Inheritance planning and protection
- Assistance with IRS audits and disputes
- Tax return preparation and review
At David & Johnson, Ltd., we provide tax services for individuals, estates, and a wide range of businesses including LLC's, S-Corporations, and Non-Profits. For more information, please contact Kerry David, Bill Johnson, or Michelle Larsen.
Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.
David & Johnson, Ltd. provides a full spectrum of financial information services to meet our clients' needs. Our approach to accounting services emphasizes an in-depth knowledge of each client's business, of prevailing conditions in the industry of the client, and of the competitive position of the client.
This insight enables us to focus on the important issues and to provide timely financial information. Furthermore, this approach gives us a better perspective to provide income tax and gereral advisory services best suited to client needs, and to assist management with sound business decisions.
Finally, our involvement with the AICPA keeps us current with accounting and assurance standards. We are therefore capable of servicing high quality accounting engagements. Our accounting services include:
- Compilation engagements
- Review engagements
- Special accounting engagements
- Bookkeeping engagements
- QuickBooks support and training
- Payroll Services
We offer these services on both an ongoing and a special needs basis. Please contact Michelle Larsen for details on how we can fulfill your accounting needs.
Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.
Family Business Assistance
Family businesses often have needs beyond financial statements. These businesses face issues such as corporate governance, family compensation, business succession, and wealth preservation. Many of these issues are addressed in the context of ratifying a shareholders' agreement. We have significant experience in guiding families through these potentially tumultuous issues with the long-term goals of the family members and their business in mind.
We provide timely information to management by offering bookkeeping services. With these services, we provide clients with timely monthly financial information at an effective cost relative to setting up and staffing your own accounting department.
Our clients frequently ask us to use our business expertise to help their businesses succeed. If you are looking for accounting recruitment services or business planning assistance, we can help. We can analyze, quantify, report on and recommend systems to establish effective controls for our clients' companies.
For more information, please contact Michelle Larsen.
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