Dam, Snell & Taveirne, LTD. offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Audits, Reviews and 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. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. Our Accounting/Auditing and Consulting group provides an array of accounting services including auditing, business plans, forecast and projections, preparation of financial statements, assistance with buy/sell agreements, payroll assistance, and temporary accounting personnel placement. We can help you develop business financial plans, install internal controls and provide payroll information. Contact: Matt Dabrowski
Employee Benefit Plans
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 Employee Benefits group provides you with assistance in designing and maintaining the various benefit options available to you. We offer assistance in the selection and implementation of various programs. We can administer your Sec.125 cafeteria plan including quarterly employee statements as well as prepare the year end reports and tax returns.
As our world becomes more complex, society seems to be more involved with litigating their problems. This makes litigation a time consuming and complex process. With our staff of trained financial specialists our Litigation Support group can support and assist the attorney in a most competent and professional manner. As CPA's, our litigation engagements adhere to our state's board of accountancy rules and regulations, as well as the AICPA's professional standards. One of the most common duties in a litigation support engagement, setting a value for a closely held business, requires considerable professional judgment and experience. We properly plan our engagement, obtain and thoroughly analyze all relevant information and apply the appropriate valuation methodologies to form an opinion of value.
Estate & Trust Tax Preparation
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. In addition to providing trust and estate support services to the legal profession, our Estate/Trust Services group provides a team approach which focuses on getting the task done promptly and proficiently. Whether the task is preparing estate or trust tax returns, or "running the numbers" to review the tax impact of a plan you are developing, we are there to help you pass what you have to whom you want, when you want, in the most cost efficient manner possible. Contact: Mary Locher
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. Our Tax Planning services include preparation of individual, business, corporate, estate, trust, and various other tax returns and related forms. Our tax services are customized to your individual financial objectives and circumstances. In addition to preparation of your tax returns, we provide assistance with tax free exchanges, family limited partnerships, and many other tax saving and planning strategies. We can also assist you in the areas of business mergers, acquisitions and liquidations. The laws in these areas, in particular, are very complex. Contact: Barbara Harpold
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. Tax services offered include but are not limited to:
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
Management Advisory Services
Our Management Consulting group can assist you with the management, financing, internal controls, budgeting and forecasting decisions that are necessary for the survival and growth of your company.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Our Retirement Planning group can assist you in analyzing your financial situation, review your financial and retirement expectations, and devise a plan for achieving your goals. We can also help you review your retirement options and the related rules.