From individuals to business entities, nonprofit organizations to trusts and estates, Fisher Ring LLC offers a multitude of services. We operate with high professional standards and are known for our guidance and trustworthiness.
Accounting
Our reputation in accounting is outstanding. Our Accounting Services include:
- Accounting system design and implementation
- Financial statements and general ledger
- Cash flow statements
- Bank statement reconciliation
- Budgets and other reports
- Calculation of taxable employee benefits
- Depreciation and amortization schedules
- Job cost schedules
- Ratio analysis
Tax Planning & Preparation
Fisher Ring LLC excels at tax planning and preparation for our individual and business clients. Our experienced staff can help develop tax strategies that take advantage of new and existing tax laws and legislation. Our research and tax return preparation capabilities are supported by state of the art computer systems and software. These significant investments in technology enable us to provide you with timely, accurate and effective responses to your tax needs.
Business Planning & Advisory Services
Our small business advisory services include:
- General business planning and consulting, including bank financing issues, equipment purchase analysis, buy/sell agreements and overhead analysis
- Retirement planning and succession
- Business valuation services in support of buying and selling opportunities, gifting of business interests and other purposes
- Benchmarking and financial analysis
- Acquisition consulting and analysis
Bookkeeping Services
Our bookkeeping services provide the assistance small businesses need when it comes to record keeping.
- QuickBooks ProAdvisor expertise
- Complete account reconciliation
- Vendor payments
- Monthly, Quarterly or Annual services provided based on your needs
- Journal entries as needed
- Payroll processing through outside services.*
*While Fisher Ring LLC does not provide payroll preparation services, we can assist you in finding a payroll service to suit your needs.
Estate Planning
Estate Tax Planning & Preparation Services
Developing a complete estate plan requires a team effort, including your attorney, accountant, insurance agent and investment advisor. It includes an analysis of your will, insurance policies, retirement plans, current and projected family needs, charitable giving goals and any business succession plans. When you meet with us to discuss your estate planning goals, we'll consider tax and probate ramifications, including calculations of projected federal and state estate taxes, generation-skipping transfer taxes and gift taxes. Together with you and the other team members, we will help prepare a complete estate plan that minimizes estate taxes while meeting your needs and goals.
Estate Administration
We also offer estate administration services that include working with you as executor or with you and your attorney to assist you during the estate administration process. Our services include determination of estate assets and liabilities, recording of estate transactions, preparation of probate-required reports, preparation and reporting of financial data to beneficiaries and preparation of federal and state estate and fiduciary income tax returns, as well as the decedents' final 1040.
During the estate administration process we'll work with your investment managers, certified appraisers and any other professionals to establish asset values at date of death and alternate valuation date, and to provide documentation to the taxing authorities and heirs.
Trust Accounting & Taxation
A trust is a legal entity that owns assets transferred by a grantor and managed by a trustee for the benefit of one or more third parties. If you wish to place property in trust, we can discuss the short- and long-term estate, gift and income tax ramifications of your decision. Our trust services include:
- Reviewing the trust document - this includes consideration of trust distribution requirements, tax compliance and whether the estate planning goals are being accomplished.
- Calculate net income of the trust and allocate net income to the beneficiaries according to trust requirements.
- Prepare the annual federal and state fiduciary income tax returns.
- Serve as trustee, when needed.
IRS & State Representation
Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. As your IRS representative, we will ensure that the IRS follows proper procedures when dealing with you. We will also make sure that your rights as a taxpayer are not violated. You will no longer have to deal directly with the IRS when you have us act on your behalf.
Compilation & Review Financial Statements
Banks, creditors, investors, partners and others with vested interest make frequent inquiries about the financial position and strength of your business. We can assist your accounting department, or act as your accountant, to prepare financial statements. These compilation services provide no opinion about the underlying financial information.
