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Tax
Planning and Compliance
Our primary objective is to minimize the overall tax burden of our clients.
We stay informed of the constant and complex changes of federal, state
and local laws to provide our clients the opportunity to make the most
of their earnings.
Our
services include:
Individual
Income Tax Planning and Compliance
Corporate
Income Tax Planning and Compliance
Partnership
Income Tax Planning and Compliance
Fiduciary
Income Tax Planning and Compliance
Estate
and Gift Tax Planning and Compliance
Sales
and Use Tax Planning and Compliance
Property
Tax Planning and Compliance
Representation
before the IRS, and other federal and state agencies
Estate
and Gift Tax Planning
Successful transfers of wealth to future generations involve strategic
planning in order to effectively apply the estate and gift tax laws and
regulations to provide the maximum benefit to all family members.
Our firm is one of
the most experienced firms in the central San Joaquin valley in dealing
with estate and gift tax matters. Over the years, we have developed excellent
working relationships with many outstanding estate and gift tax attorneys.
Business
Consulting (including New Entity Planning)
Effective business decision making is critical to the success of any business.
From choosing the type of entity in a new venture, to decisions regarding
a company's growth, to negotiating an appropriate sales price for a mature
business, our firm has the experience and knowledge to effectively assist
you in making your critical business decisions.
Litigation
Support
Vollmer, Daniel, Gaebe and Grove is recognized as one of the leading
accounting firms in the central San Joaquin valley in providing litigation
support services, and has extensive experience in serving plaintiffs,
petitioners, defendants, and respondents.
  
Our firm includes
a partner who has attained the professional designations of Accredited in Business Valuations (ABV) and Certified in Financial Forensics (CFF) from the American Institute of Certified Public Accountants and Certified Valuation
Analyst (CVA) issued by the National Association of Certified Valuation
Analysts (NACVA), located in Salt Lake City, Utah. NACVA is one of the
leading professional associations in the nation that support practitioners
in business valuation and litigation support.
Our services include
all accounting related areas of litigation support, including business
valuations, family law matters, economic damages, and personal injury
matters.
Audited,
Reviewed, and Compiled Financial Statements
Whether they are required by banks for financing arrangements, or for
your use in making business decisions, our firm can prepare financial
statements for all levels of attestation (i.e., audited, reviewed, and
compiled). We can help you decide which level of service is right for
you, and whether you need monthly, quarterly, or annual financial statements.
Our objective is to
provide our clients with the information they need to effectively manage
their financial matters.
Accounting
Systems and Computerization
Our clients' accounting and computer systems are tremendously diverse.
We help many of our clients select the proper accounting system and computer
software for their business needs. While we are not experts in various
accounting software programs, we do have the experience necessary in matching
the right programs with our clients' needs. Some of the accounting software
programs with which we work include, QuickBooks, Peachtree and Creative Solutions.
Our objective is
to assist our clients in selecting and maintaining an efficient and effective
accounting and computer system that will provide them with accurate and
useful information.
Computerized
Bookkeeping and Payroll
Many of our clients choose not to do their own bookkeeping or payroll.
Our staff includes bookkeepers with many years of experience in assisting
clients organize and record their transactions. We also assist clients
with the complex payroll requirements, and sometimes even calculate the
recurring payroll amounts that are paid to their employees.
Personal
Financial Affairs
Many of our clients cannot or chose not to manage their personal financial
affairs. Whether it is the paying of monthly bills, or the filing of medical
insurance claims, we provide the quality professional services that our
clients deserve.
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