Services We Provide
Barbara Pulley & Associates, PC provides a wide range of services to individuals
and businesses in a variety of industries. At Barbara Pulley & Associates, PC, we strive to meet each client's specific needs in planning
for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
At Barbara Pulley & Associates, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
These services include but are not limited to:
- Individual tax planning and tax returns
- Business tax planning and tax returns (for all entities)
- Amended tax returns
- Estate, Trust and Gift Tax returns
- Decedents final return
- Net operating loss carrybacks & carryforwards
- Non-profit returns
- 1041 exchanges
- Payroll tax reporting
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From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Barbara Pulley & Associates, PC's accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Payroll tax reporting
- Cash flow budgeting
- Personal
financial statements
- Corporate tax planning and
return preparation
- Litigation support
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
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Assurance and Advisory Services
At Barbara Pulley & Associates, PC, we focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are
not limited to:
- Compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Aquisitions
- Business succession
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Barbara Pulley & Associates, PC limit their services to compiled financial statements as most of their business clients do not require audited or reviewed financial statements.
- Compilations are
usually requested for internal purposes and are based upon information provided by a company's
management. They do not offer assurance but may involve some adjustment to accounting records.
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Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Barbara Pulley & Associates, PC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
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Barbara Pulley & Associates, PC litigation support and forensic accounting services can be employed in a wide range of situations, including litigation, financial investigations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, and analysis of financial records. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.
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Estate & Trust Accounting and Tax Preparation
There are many challenges that arise after a loved one has passed away. Understanding the financial complexities is important for all parties involved. One of our CPA’s will discuss the possible tax implications early in the process to help the estate or beneficiaries avoid any unnecessary tax burden. Barbara Pulley & Associates will record and summarize all the financial transactions from beginning to end, produce the necessary reports, and prepare the personal and fiduciary tax returns.
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QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Barbara Pulley & Associates, PC offers the following solutions to help meet your QuickBooks needs:
Personal Training- We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Setup- We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Barbara Pulley & Associates, PC can help you with the organization of day-to-day tasks of bookkeeping so that you can focus on your core business.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Barbara Pulley & Associates, PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
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Barbara Pulley & Associates, PC’s payroll services can help you reduce the time spent on administration by assisting you through the Quickbooks® payroll system or by choosing a payroll processing service that will facilitate processing, timely payment and preparation of tax returns.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Barbara Pulley & Associates, PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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No one can predict the future perfectly, but we can all benefit from planning for it. Barbara Pulley & Associates, PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending.
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Business transactions and transitions are complicated affairs, and whether you're buying or selling, Barbara Pulley & Associates, PC can provide professional know-how to help you successfully structure and negotiate the deal. Barbara Pulley & Associates, PC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
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Whether your needs are corporate or personal, Barbara Pulley & Associates, PC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.