Planning is a key component of Tax Advisory Services at Cade, Crenshaw & Associates.  Preparing tax returns is a critical function, whether it is for your business or your personal taxes. However, merely filling out forms to meet IRS requirements is not enough. The tax planning professionals at Cade, Crenshaw & Associates will work on developing an overall tax strategy to minimize your total tax obligation. Our professionals stay up to date with federal, state, and local tax laws, as well as potential developments on the horizon. Throughout the year, we keep you informed regarding new and proposed tax changes that impact you and your business.  The following is a list of several of the tax services we provide:

  • Individual corporate, and partnership (including multi-state)
  • Trusts
  • Estate and gift
  • Non-profit organizations
  • Retirement plans  (Design, administration, and compliance)
  • Audit

Over the years we have provided our clients with numerous value opinions for various types of businesses and entities. We have provided opinions of value for estate and gift tax purposes, purchases and sales of businesses, and equitable distributions related to divorce. The following is a partial list of the various types of businesses and entities we have valued:

  • Retail Department Store
  • Forestry Management Company
  • Diagnostic Imaging Center
  • Aquaculture Farm
  • Ambulatory Surgery Center
  • Corrugated Paper Manufacturer
  • Family Limited Partnership
  • Asset Holding Company
  • Construction Company
  • Emu Farm
  • Medical Practice
  • Engineering Consulting Firm

Accurate financial statements are one of the key elements in helping any business make good decisions. Whether your financial statements are only used internally, or whether they are audited and issued to external users, our professionals can give you the service you deserve. Our team will work with you to help improve your financial reporting process – from designing and implementation to auditing and assurance. We offer a broad range of services that can assist in the interpretation of your financial statements in a way that can lead to a more effective and efficient business. Below is a list of accounting and auditing services that we focus on:

  • Financial statement audits, reviews, compilations, and financial statement preparation
  • Agreed Upon Procedures
  • Financial and accounting advisory services
  • Bookkeeping and back office assistance
  • Financial statement forecasts and projections
  • General Contactor license
  • Quickbooks advisory services including installation, design, and implementation
  • Internal control reviews
  • Forensic accounting services

Cade, Crenshaw & Associates, P.C. is uniquely qualified to provide pretrial preparation and expert witness services based on our comprehensive knowledge of the business and accounting world. Our CPAs and professional staff, combined, possess many years of experience in taxation, business valuation, litigation support, auditing, and financial consulting. Our experience provides us with an understanding of the needs of attorneys and the court. The following are some of the litigation support service provided by Cade, Crenshaw & Associates, P.C.:

  • Explanation of accounting issues and business facts relevant to legal theories and other case issues
  • Development of strategies and models necessary for position argument and defense
  • Preparation of requests for necessary documents and other information pertinent to case development and strategy
  • Preparation and assistance with the development of deposition and direct examination questioning
  • Preparation of well-supported, well-documented expert reports, calculations, and trial exhibits
  • Expert witness testimony to Critical review of opposition expert testimony and report

Our experience and working knowledge of running a business give us the upper hand in providing our clients with solutions to the day-to-day decisions and tasks that are an integral part of a successful business.

Also, our team can assist in the careful planning and execution of strategies to achieve your personal financial goals. We assist clients in developing a financial plan that meets their individual needs and goals.

We offer several services, including the following, to individuals and small businesses:

  • Start-up consulting, including proper entity selection
  • Management and payment of accounts payable
  • Payroll services and payroll tax compliance
  • Sales and use tax compliance
  • AdValorem tax returns
  • Annual business licenses
  • General management consulting
  • Individual budgeting and development of financial goals
  • Insurance assessment
  • Education and retirement planning
  • Debt consulting