A UNIFIED FOCUS

On January 1, 2019, we launched 9258 Tax Preparation and Planning. It was our objective to create a holistic environment where wealth management and tax planning and preparation for individuals and corporations would coexist to the benefit of our clients. We immediately saw impressive results for our clients. We have had a long relationship with the professionals at John F. Dickey and Co. In fact, Walt Lunsford was a client of John Dickey, CPA, then Mark Dickey, CPA, and Ron Evans, CPA since the mid 1970’s. During discussions with Ron and Mark, it became apparent that the merger of our companies would bring significant synergies to the clients of both firms. Both firms are known for their hard work, timely communication, and high quality of services, tailored to their respective clients’ needs. Each firm has multiple generations of families as clients as the result of their professionalism and high quality work.

ACCOUNTING & BOOKKEEPING

Accounting services measure how well your business is performing and are an important tool to assist you in building a successful business. With our many years of experience of advising business owners on how to reach their full potential, we can assist you in performing these essential services to ensure that your business is successful. These essential services include:

  • Financial Statement preparation, Compilations, and other services tailored to meet your business needs

  • Bookkeeping services such as monthly recording of transactions and writing of checks

  • Fraud protection and internal control procedures

  • Budgets and projections

  • Reconciliation of monthly accounts
  • Assisting you in selecting the correct software to meet your business needs

ACCOUNTING & BOOKKEEPING

Accounting services measure how well your business is performing and are an important tool to assist you in building a successful business. With our many years of experience of advising business owners on how to reach their full potential, we can assist you in performing these essential services to ensure that your business is successful. These essential services include:

  • Financial Statement preparation, Compilations, and other services tailored to meet your business needs

  • Bookkeeping services such as monthly recording of transactions and writing of checks

  • Fraud protection and internal control procedures

  • Budgets and projections

  • Reconciliation of monthly accounts
  • Assisting you in selecting the correct software to meet your business needs
A PERSONAL TOUCH

We pride ourselves on providing outstanding customer service to all of our clients and getting to know them on a personal level.

TAX PLANNING & PREPARATION

Taxation is a complex subject. There are different types of income tax, sales tax, and property tax. We believe that tax planning is an important factor in lowering your overall taxes. We have the experience and knowledge to assist you. We assist individuals, partnerships, trusts and corporations. We offer the following services:

  • Tax preparation for individuals, corporations, partnerships, LLCs
  • Tax Research
  • Tax planning using accelerated depreciation methods, retirement savings, etc.
  • Trust & Estate tax preparation
  • Representation for IRS, state or local tax audits
  • Sales and Use tax preparation

TAX PLANNING & PREPARATION

Taxation is a complex subject. There are different types of income tax, sales tax, and property tax. We believe that tax planning is an important factor in lowering your overall taxes. We have the experience and knowledge to assist you. We assist individuals, partnerships, trusts and corporations. We offer the following services:

  • Tax preparation for individuals, corporations, partnerships, LLCs
  • Tax Research
  • Tax planning using accelerated depreciation methods, retirement savings, etc.
  • Trust & Estate tax preparation
  • Representation for IRS, state or local tax audits
  • Sales and Use tax preparation
UNDERSTANDING YOU BETTER

As part of our family, we will strive to ensure that all of our clients are successful and we understand and meet their individual needs.

BUSINESS PLANNING

Because of our experience, we can assist you in many areas of your business. Mapping the steps that your business will take is important to the success of your business. We offer the following services:

  • Selecting the right Business Entity for your business
  • Selecting the correct business year-end for your business

  • Developing a Business Succession Plan
  • Assistance with Buy / Sell Agreements
  • Assistance with Purchasing vs. Leasing decisions
  • Retirement Planning

BUSINESS PLANNING

Because of our experience, we can assist you in many areas of your business. Mapping the steps that your business will take is important to the success of your business. We offer the following services:

  • Selecting the right Business Entity for your business
  • Selecting the correct business year-end for your business

  • Developing a Business Succession Plan
  • Assistance with Buy / Sell Agreements
  • Assistance with Purchasing vs. Leasing decisions
  • Retirement Planning

Tailored to your lifestyle.

QUICKBOOK EXPERTISE

We believe that the success of any business, especially a small business, is due to the knowledge of the business owner. Quickbooks is a software tool that assists a small business owner in gathering the knowledge needed to operate successfully. Quickbooks can be used to record all your transactions in a user friendly manner. We have a Quickbooks Proadvisor on staff to assist you. We offer the following services:

  • Purchasing of the Quickbooks version that best meets your needs.
  • Setting up the accounts and preferences tailored for your business.
  • Training so you can perform the bookkeeping services.
  • Performing the bookkeeping services at your location on your Quickbooks software.
  • Assist with the monthly reconciliations and journal entries.
  • Perform an annual review of your selected transactions.
  • We are available for questions or any other assistance that is needed.
  • Discounts on Quickbooks software.
WE ARE HERE TO HELP

Contact us today and let us help you achieve your financial goals.