Sager, Swisher and Company, LLP offers the following professional services: (click for further details)

• Bookkeeping Services
  • An important service we provide is our bookkeeping services. Small organizations often cannot afford the cost of an on-staff accountant or bookkeeper; or there simply is not enough accounting work to justify the position, although you need to have timely and accurate financial information to manage your organization.
• Income Tax Preparation
  • Our tax services include the preparation of individual, partnership, corporate, trust, nonprofit, and estate tax returns, as well as help setting up IRA, Roth IRA, and simplified employee pension plans (SEPs).
• QuickBooks Consultation
  • We work with you to get maximum value from QuickBooks by making sure you have the QuickBooks version that meets your needs, helping you decide what features to use. We will show you how to set up or re-set your chart of accounts so that data entry is less time-consuming and less likely to create problems later on. We will show you how to use special time-saving features built into QuickBooks, including how to order checks or deposit tickets so that you can run them on your laser printer. How to structure QuickBooks so that the information you need for everything from taxes to financial statements is at your fingertips. We are there when you need us. We are available if you need help to get up and running; or to guide you through any rough spots you encounter.
• Audited Financial Statements
  • We provide audit services to small and medium-sized private businesses, non-profit organizations, school districts, municipalities and employee benefit plans. To strengthen management procedures and improve operating results, we supplement our audit reports with suggestions for attaining these goals.
• Compiled Financial Statements
  • We provide compiled financial statements that are prepared based on information provided by the entity's management. A compilation may be appropriate for entities that require assistance with preparing financial statements for internal use.
• Reviewed Financial Statements
  • We provide reviewed financial statements, which require some inquiry and analytical procedures to be applied to the financial statements. A review provides limited assurance that no material changes need to be made to the financial statements. For financial statements that will be used by a third party, such as a creditor or regulatory agency, a review may provide the best solution.
• Payroll and Payroll Tax Services
  • We offer a complete line of payroll and payroll tax services. Now, you can get payroll processing and answers to your payroll questions. We have the answers. We're willing to take the time, and get to know you and give you personal attention because, with our low staff turnover, you can talk to the same person each time you call. You also get training, if needed, on how to make journal entries from our payroll reports to your accounting system, and the freedom to choose how you send us your data (email, phone, fax, or regular mail).
    
    Our complete line of payroll services saves you time and money. You can count on a complete payroll and tax filing service in one easy-to-use solution, which includes processing of payroll, production of checks and reports, and handling of all tax deposits. We also offer the preparation of W-2s, 1099s, and employer quarterly returns. Guaranteed on-time delivery of your payroll each and every pay period.
    
    You can choose to use paper checks or direct deposit. No matter when you begin service with us, we will input all payroll tax information for each employee from the beginning of the year.
• Selection and Formation of Business Entities
  • One of the first major considerations a new businessperson must look at is the type of business organization to use for his/her enterprise. The choices are sole proprietorship, partnership, corporation, or limited liability companies. While each form has its advantages and disadvantages, the new business person must review the different types of organization and select the one which best suits the company’s needs at the outset. Once the company has been established and is thriving, the owner can always review the options and adapt the business organization to the current needs.
    
    Before making the final decision on the type of formation to use, it is strongly advised that you consult with a CPA to explore how each form of organization would impact your business. A CPA will also advise you on the tax ramifications of each organizational structure.
     
    The simplest and least expensive form is the sole proprietorship. The formation is as the name implies; the entrepreneur is the sole owner who receives all the profits, along with all the responsibilities and liabilities.
    A partnership is a business enterprise, which is owned jointly by two or more persons. With the partnership form, the profits, debts and liabilities are shared amongst the partners. This business form can be a general partnership, limited partnership, or a limited liability partnership.
     
    A corporation is a legal entity that can own a business, sue or be sued and must pay taxes. The corporation operates the business according to a written charter, which is issued by the state for a specific business purpose or purposes.
    Limited liability companies, or LLCs, are becoming more and more popular, and it's easy to see why. They combine the personal liability protection of a corporation with the tax benefits and simplicity of a partnership. In addition, they're more flexible and require less on-going paperwork than corporations.
     
    The advantages and disadvantages of each type of formation vary and we will discuss these with you to help you to make the right decision.
• Management Consulting and Advisory Services
  • We assist in the start-up of new firms, as well as assisting established firms, including the establishment of accounting policies, procedures and the infrastructure necessary to meet the requirements of current and future growth of the organization. This involves the preparation of business plans, including detailed income and cash flow projections, providing accounting and due diligence services for firms engaged in mergers and acquisitions, preparing policies and procedures in order to document internal control, and providing client write up (bookkeeping) services to assist with day-to-day financial record keeping.
• Estate, Financial, and Succession Planning
  • With our experience in estate and financial planning, we can help you meet all of your objectives, including managing taxes so your estate can grow, passing on property to heirs in accordance with your desires and at optimum tax cost, avoiding or minimizing family disputes, and providing for adequate liquidity.
    Sager, Swisher and Company, LLP assists the owners of businesses with planning pertaining to the various aspects of business succession, including wealth development, estate planning, business structuring, key man retention, employee benefits and family communications. Our firm serves as financial planners, as well as facilitators to design, implement, coordinate and lead a team effort for the achievement of your succession goals.
    We draw from an in-depth knowledge of taxes, property ownership, and estate and financial planning tools and techniques, including gifts, charitable contributions, buy-sell agreements, loans, leaseback, section 529 plans to fund children's or grandchildren's educations, and a wide range of trust vehicles such as grantor retained income trusts (GRITS), grantor retained annuity trusts (GRATs), grantor retained unitrusts (GRUTS), and qualified personal residence trusts (QPRTs).
• Tax Planning
  • This is as close as you come to finding out in advance what next year’s tax bill will be!
    
    Tax planning begins with a look at last year’s tax return. Together, we will sketch out what your projected income and expenses are in the future and estimate what your taxes might be. With this information, we give you specific recommendations to maximize your tax savings.
    
    For expanding businesses, strategies may include purchasing equipment or income shifting. For individuals or families, strategies may include selling stock or making charitable contributions.
    
    We help you to anticipate and understand the tax ramifications of your many personal and business decisions. Taking action helps manage your expectations when April 15th rolls around.
• Internal Control Review
  • Adequate controls are absolutely necessary to protect your organization’s assets. We realize that it is important for you to keep your business information confidential and ensure that you have the right controls in place, which are operating effectively, to manage your risks.
    
    We offer a comprehensive internal control consulting service, which includes the review of your computerized systems. We will identify processing points where controls affecting the flow of information through your accounting system should exist. We will highlight controls that are missing, and provide reports that summarize the system's strengths and weaknesses. In addition, this report will be accompanied by practical recommendations so that you can quickly and easily implement the necessary modifications.
• Banking Relationships
  • Business banking relationships tend to be personal and long term; rarely do they change. However, as your agency grows, its needs change, and you may be faced with the challenge (or opportunity) to find a new banking partner. When it comes time to face this decision, you should make it in an informed manner and should be prepared with a variety of information which bankers will request to analyze your banking needs. Be prepared to explain your reason for changing banking relationships, historical financial information, and expected operating results.
• Internal Revenue Service Representation
  • Dealing with the IRS can truly be a nightmare. Unfortunately, many people try to handle their tax problems on their own, only to experience extreme frustration – and sometimes their problems get even worse.
    
    We work in the IRS representation and tax problem resolution arena for individuals and small businesses. We listen to your IRS difficulties and help you solve them for good. We know the system and can find the right solution for you.



• Information Technology Consulting
  • We offer hands-on help with your existing network as well as assist in selecting and installing a new network. We support all types of networks including wired/cabled networks as well as wireless networks. Wireless networks can save you time and money but at the same time provide easy access to company data without sacrificing network security. We also provide hardware support as well as assistance with all types of software. We are available to give you step-by-step instructions on how to get the most from your systems, new or old, through optimal configuration and through learning to use key features that save you time and avoid complications.