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Comprehensive List

Comprehensive List of Services

Tax Services

Our tax planning and compliance services are designed to help clients successfully reduce tax liability and take advantage of targeted strategies to maximize after-tax income. Our tax planning and tax compliance services include:

Tax Planning

  • Tax Projections and Planning
  • Review of Tax Saving Alternatives
  • Year-end Planning
  • Tax Minimization
  • Business Restructuring/Liquidations
  • Mergers/Acquisitions/Divestitures
  • Business Succession Planning
  • Charitable Giving
  • Debt Management
  • Estate and Trust Planning
  • Retirement Planning
  • Retirement Distribution Planning
  • Cost Segregation Studies

 

 

Tax Compliance

  • Tax Return Preparation
  • Application of Laws to Financial Reporting
  • Representation before Internal Revenue Service (IRS)
  • Gift, Trust and Estate Tax Return Preparation
  • Employee Benefit Plan Tax Return Preparation

 

Personal Financial Planning

We work closely with clients to develop a detailed, "forward-thinking" financial strategy tailored to meet specific needs and goals. Our personal financial planning services include:

  • Wealth Management
  • Estate Planning
  • Plans for Wealth Accumulation
  • Investment Planning
  • Retirement Planning

 

Securities offered through 1st Global Capital Corp., Member www.finra.org ,www.sipc.org. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of MD, VA, NC, DE and DC. This is not an offer to sell securities in any other state or jurisdiction.

Outsourced Accounting

 

Our comprehensive outsourced accounting services provide clients with a cost-effective solution that is a virtual seasoned finance team. Services are provided on an as-needed basis, allowing clients the flexibility to staff up for specific functions. Clients can then concentrate more completely on managing and growing their business. Our outsourced accounting services include:

  • Full Back-Office Accounting Support
  • Outsourced Chief Financial Officer Function
  • Bookkeeping Services
  • Monthly Financial Statements
  • Daily and Weekly Management Reporting
  • General Ledger Maintenance
  • Accounts Receivable Ledger Maintenance
  • Accounts Payable Maintenance
  • Accounting Report Preparation
  • Cash Disbursements
  • Accounting Software System Design and Implementation

 

Accounting Services

 

Our expertise in services in the preparation and evaluation of financial information is of value and reassurance to our clients who rely on us to help evaluate and communicate critical information to internal and external users. Our general accounting services include:

 

Financial Statements

  • Preparation of Financial Statements
  • Analytical Review of Financial Statements
  • Updating of General Ledger Information from Journals
  • Updating of Fixed Asset and Depreciation Schedules

 

 

Procedures, Systems and Best Practices

  • Prepare Daily, Weekly and Monthly Checklist for Accounting Procedures
  • Prepare and Document of Accounting System and Procedures Manual
  • Prepare Monthly Routine and Backup Procedures for Internal Accounting Staff
  • Update Fixed Asset and Depreciation Schedules

 

 

Forecast and Budgeting

  • Profit Planning
  • Preparation of Detailed Budgets with Supporting Documentation
  • Preparation of Three to Five Year Financial Projections
  • Training and Support for Preparing Projections

 

Audit & Assurance Services

Our clients rely on us to thoroughly evaluate the credibility of financial information, and also to carefully examine the processes whereby that information is collected and recorded. We also evaluate critical data needed for our clients to make informed business decisions. Our audit and assurance services include:

 

  • Audits, Reviews and Compilations of Financial Statements
  • Audits of Special Purpose Financial Statements
  • Audits of Financial Statements in Accordance with OMB Circular A-133 Requirements
  • Employee Benefit Plan Audits
  • Collateral Audits
  • Due Diligence
  • Litigation Support
  • Mergers and Acquisitions Counsel

 

Business Advisory Services

At Lydon Fetterolf Corydon, our goal is to help ensure the viability and success of every organization we serve. Our business advisory services include:

 

  • Business Valuations
  • Cash Flow Analysis
  • Financial Modeling/Projections
  • Business Plan Preparation
  • Infrastructure Development, including Accounting and Financial Reporting
  • Advice on Accounting Policy
  • Review of Internal Controls
  • Complex Business Transactions
  • Options and Employee Incentives
  • Bank and /or Alternative Financing
  • Assist in Negotiations to Acquire or Sell Real Property
  • Assist in Securing Venture Capital Funds for Start-up Acquisition or Expansion Financing
  • Perform Operations Efficiency and Effectiveness Audit
  • Assist in Negotiation of Lease and Other Business Contracts

 

Retirement, Pension & Profit Sharing

We assist clients with some of the most important decisions they will make with respect to their financial security. Our retirement, pension and profit sharing consulting services include:

 

  • Provide Outline of Cost Versus Benefit of a Pension or Profit Sharing Plan
  • Review Tax Saving Alternatives
  • Assist in Selecting Between Alternative Benefits
  • Perform Annual Accounting of Balances
  • Prepare Annual Returns

 

Contact us today to see how we may be of service in your industry.