Business ServicesDiscover Our Difference
James M. McVeigh & Associates offer a wide range of services to our business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. As a full service accounting firm we provide our business clients the personalized and professional results they expect and deserve.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
- Accounting Services
- Audits, Reviews and Compilations
- Retirement Planning
- Business Consulting
- Estate Planning
- Management Advisory Services
- Business Entity Selection
- Business Valuations
- Tax Planning & Preparation
- IRS Representation
- Payroll Services
- Sales Tax Services
We have extensive experience in bookkeeping and write-up services for small and medium sized businesses. We understand you may not have the resources to provide your own high quality, on time financial information. We know it can be hard to get and keep high quality personnel.
Personnel turnover in business makes in increasingly difficult to get accurate, timely information. It takes more skill to prepare a correct set of books than it does to operate a payables, receivables, or payroll system. Add to this, the skills needed to understand a myriad of payroll and business tax regulations, and the increasingly complex financial arrangements that many businesses are using; business owners have a difficult position to fill.
To provide businesses with the necessary financial information and resources, we provide bookkeeping and write-up services. We understand it is much more profitable for you to focus your limited resources on your core business processes and to use other resources for special service needs.
We provide bookkeeping and Write-Up Services to meet your needs. We tailor the service for a monthly or quarterly schedule. Payroll Services to small and medium sized businesses are also available. “Renting a controller” can provide a level of knowledge that your business would not be able to otherwise afford. Our write-up services provide a highly experienced professional who considers the importance of information, explains business trends, and projects the consequences of business decisions.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Litigation support
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:
- Audit- an intensive examination with the highest level of assurance
- Review – some analytical procedures conducted with limited assurance
- Compilation – based upon client information provided and used primarily for internal use.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Management Advisory Services
We provide a full range of Management Advisory Services to help you make effective management decisions. You receive all the information and analysis needed to make the right decision at the right time.
McVeigh & Associates provides Business Planning Services and Business Consulting Services.
Looking for the answers to any of these questions?
- Should my Company lease or buy a certain piece of equipment?
- Should my Company enter into a fixed or variable rate loan?
- What kind of benefits should my Company offer its employees?
- Questions regarding Affordable Care Act of 2010
- How can I manage the Company’s cash better?
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
Tax Planning and Preparation Services
We have extensive experience in providing tax planning and preparation services. We specialize in providing tax services for:
- Corporation Tax Planning and Preparation
- Partnership Tax Planning and Preparation
- Trust Tax Planning and Preparation
- Estate Tax Planning and Preparation
All tax returns are prepared by us using state-of-the-art software. This means we can complete your returns in a timely fashion. The only returns that go on extension are those with incomplete or late information or at a client’s request.
Your return is prepared taking full advantage of all legal tax saving opportunities.
We focus on the best tax planning strategies that can be legally applied to your individual and business return to save you money. These strategies are applied only after being reviewed and approved by you. These strategies may include shifting income and deductions, tax deferral through qualified plans, tax exclusion through proper investments, splitting income among family members, and structuring your affairs in order to obtain tax deductions for some personal expenses. The best way to take advantage of these opportunities is to consult with us before the end of the year.
Accurate tax preparation requires thorough research. Our firm has access to all authoritative research material and the latest tax research services. We have the resources available to investigate your complex tax issues with the goal of legally maximizing your savings.
If your returns are audited, we offer several options. We can organize your case and meet with the tax authorities on your behalf, or we can help you organize your information so you can represent yourself. In most situations we recommend full representation by us. In simple office audits requiring basic substantiation, some of our clients have successfully represented themselves and used our services only to help them prepare. If your situation is extremely serious we can refer a tax attorney to handle your case.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
- Tax planning & return preparation; Corporations – Partnerships – LLCs/LLPs – Estates, trusts & gift – Not-for-profit organizations
- Taxing authority representation
- Divorce and support issues
- Tax effects of buying/selling a business
How Can We Help?
"Excellent service, knowledge and advice. McVeigh CPA has provided years of outstanding advice and service for both my business and personal accounting needs. Someone you can trust!"Ron P.
2044 Columbus Pkwy Benicia, CA 94510
2211 Santa Fe Court Fairfield, CA 94533
How Can We Help?
From Our Clients
“Good experience, taxes were done swiftly and efficiently. James seems very knowledgeable of tax laws and found some credits I didn’t know about. Affordable rates. I would recommend and use again.”