Wayne, Gaynor, Umanoff LLP provides a broad range of services to help clients secure a sound financial future. In addition to the core services listed below, we provide customized services to address our clients in the manufacturing and not-for-profit industries.
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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Accounting Services
Accounting ServicesWGU works with you side-by-side to determine the proper level of service you need based on the unique circumstances of your organization. Whether it's a review, compilation, special financial analysis or forecast, the service you require will depend upon many factors. WGU will clearly guide you through all of the considerations in making this decision.
* Privately-held Companies
* Non-Profit Organizations
A review is often acceptable for lenders, investors and management and serves as a cost effective means of obtaining a reliable snapshot of company performance. A WGU review will include a deeper investigation of the numbers, perhaps applying benchmarking techniques or additional procedures to offer greater feedback on performance.
A compilation is an assembly of data in financial format. A WGU compilation examines the data in conjunction with business procedures to provide a more robust picture of our clients' financial operations. Cash Flow & Budgeting AnalysisA business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. Financial Forecasts & ProjectionsForecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. Reviews & CompilationsWe 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 two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use. Consulting Services
Business ConsultingFor individuals and the smaller companies among our clientele, we provide competitively-priced, diversified services, including general ledger and compilation services; individual and corporate tax services; assistance with banking relations and general business consulting on a broad range of topics.
Consulting ServicesWe 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. The following is just a few of the areas in which we provide consulting services:
*Type of entity selection
*Business evaluations
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning Estate PlanningEffective 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. Financial PlanningA properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Tax Services
Estate & Trust Tax PreparationEffective 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. IRS RepresentationDuring 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. Sales Tax ServicesMany 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. Tax Planning & PreparationTax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Tax PlanningTax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Tax PreparationOur significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. Tax ServicesWayne, Gaynor, Umanoff, LLP assists clients in identifying strategies to minimize individual and business taxes, including strategies for estate and retirement planning. In addition, we can assist in identifying tax savings opportunities and developing planning strategies in such areas as compensation, foreign operations, acquisitions and mergers. Miscellaneous
Accounting ServicesWGU works with you side-by-side to determine the proper level of service you need based on the unique circumstances of your organization. Whether it's a review, compilation, special financial analysis or forecast, the service you require will depend upon many factors. WGU will clearly guide you through all of the considerations in making this decision.
* Privately-held Companies
* Non-Profit Organizations
A review is often acceptable for lenders, investors and management and serves as a cost effective means of obtaining a reliable snapshot of company performance. A WGUP review will include a deeper investigation of the numbers, perhaps applying benchmarking techniques or additional procedures to offer greater feedback on performance.
A compilation is an assembly of data in financial format. A WGUP compilation examines the data in conjunction with business procedures to provide a more robust picture of our clients' financial operations.
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