Client Services

Primary Firm Services



Tax Advisory Services


Tax Preparation and Compliance Services

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. 

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types.  Tax advisory services offered include but are not limited to the following entity types:

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Estate & Trust Tax Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Business Advisory Services*


Outsourced CFO Consulting*

Services include technical guidance for complying with regulations, forecasting and analysis of financial statements, GAAP compliance and/or audit support, finance department leadership, management reporting, operational knowledge related to positioning your company for growth and profitability, M&A advisory services and due diligence, and assistance and support for reporting to board of directors, investors and lenders.*

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Management Advisory Services*

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.  We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Buying & Selling a Business*

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Business Succession Planning*

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Mergers & Acquisitions*

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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Financial Forecasts & Projections*

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Other Services


Business Valuations

Whether the purpose of your business valuation is for gift tax planning, buying a new business, divorce planning, or compliance with shareholder agreements, our valuation services include independent analysis utilizing accepted valuation methodology to insure a defensible position of value.  Rorie Sparkman performs valuation services with the principles set out in the National Association of Certified Valuation Analysts (NACVA) Professional Standards and the Statement on Standards for Valuation Services No. 1 (“SSVS”) of the American Institute of Certified Public Accountants (AICPA). 

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Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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Notary Public

Bring us your important documents to notarize.

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* Disclosure

Certain business advisory services may be provided through Sparkman Engel Advisory LLC and Sparkman Leuchter Advisory LLC which are not CPA firms.

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