Services

Accounting Services

Our CPAs understand small businesses’ needs, and they know how to help them operate more smoothly from the financial “side of the house.” Whether for a new enterprise or for a going concern, we can review or set up your bookkeeping systems in the most appropriate way to best serve your company. Services can be rendered at any level—full-service, ongoing or periodic—depending on your needs.

• Planning/set-up
• Bookkeeping
• Training

Business Advisory

We specialize in working with clients to take a comprehensive look at their businesses and make recommendations to smoothen operations, cash flow and tax issues. Many events that could disrupt a business are predictable and manageable, and that’s why our clients enjoy our full-service relationships.

• Consulting and planning
• Succession planning and advisory
• Business entity structuring

Tax Consultation

Long before quarterly or annual tax reporting and preparation, it is always a best practice to analyze and strategize about your company and potential right-fit tax mitigation options. Our goal is always to structure and position our clients to minimize the overall tax burden wherever and however legally possible, allowing remaining profit to be reinvested in the business or redirected elsewhere.

• Business entity structuring
• Planning and projections
• Retirement planning
• Tax reduction strategies
• Timing of deductions/income recognition

Tax Preparation

For most businesses, there is one main tax day each year. But for those same businesses, there are generally many more days of tax reporting and preparation required to keep them in compliance. The CPAs at Frost Dana Newman manage the tracking of all filings and handle the resulting tax reporting workflow on behalf of our clients. Our firm has all the resources to handle even the most complex tax documents.

• Federal income tax reporting
• State income tax reporting
• 1099 reporting