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Sandra Spencer, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Sandra Spencer, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Business Startup Selection and Guidance

If you are considering starting a business, there are a variety of business decisions to be made. Here at Sandra Spencer, CPA, we will give you guidance in selecting the right entity for your tax situation and assist you every step of the way in getting your business off the ground.

Our Business Start up Selection and Guidance services include:

  • Choice of Entity
  • Preparation of Prospective Financial Statements
  • Contact with Financial Institutions
  • Obtaining Employer Identification Number
  • Obtaining Sales Tax Authorization
  • S Election filings
  • Accounting Software Selection and Training

Tax Management Services

At Sandra Spencer, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Our Tax Services include:

  • Income Tax Planning
  • Corporate Income Tax
  • Personal Income Tax
  • Trust Income Tax
  • Estate Taxes
  • LLC and Partnership Taxes
  • Qualified and Non-Qualified Retirement Plan Structure and Planning
  • Estate Planning
  • Ownership Transition
  • IRS Representation
  • Sales and Use Tax Compliance and Audits

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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:

  • Bank Reconciliations
  • Data Entry
  • Bookkeeping (Monthly/Quarterly/Annual)
  • General Ledger Maintenance
  • Preparation of Monthly, Quarterly and Annual Financial Statements
  • Payroll Tax Reporting
  • Preparation of Annual 1099 Forms
  • Accounting System Setup
  • QuickBooks Support Services

Forensic Accounting

Our forensic accountants investigate, analyze, and summarize financial data. We assist you in legal proceedings by producing reports and by testifying in court as expert witnesses.

Our Forensic Accounting Services include:

  • Insurance Claims Support
  • Lost Earnings Calculations
  • Business Interruption

Business Valuation

The range of needs for valuing businesses continues to widen, and Sandra Spencer, CPA can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Our Business Valuation Services include:

  • Ownership Transfers
  • Mergers, Acquisitions and Leveraged Buyouts
  • Employee Stock Ownership Plans
  • Estate and Gift Taxes
  • Profit Sharing and 401(K) Plans
  • Corporate, Partnership and Marital Dissolution

QuickBooks Services

We offer the following services to help do-it-yourself business owners manage their day-to-day operations using accounting software packages like QuickBooks. Over the years, many businesses have contacted us to help them get started with QuickBooks, empower them to manage their bookkeeping and control their cash flow, while enabling them to work with a CPA firm in an advisory capacity.

  • Standard QuickBooks set-up
  • Custom QuickBooks set-up
  • Technical support for QuickBooks

Accounting software programs like QuickBooks are ideally suited for small business owners. These programs have simplified the bookkeeping process for you. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. It is a must for proper business management to complete the set up and installation properly. That's why as Certified QuickBooks Pro Advisors we work with many of our clients to train them, assist them ongoing and provide immediate answers for trouble shooting.

Your time is valuable and accounting software is not your specialty. That's why we provide training, oversight and ongoing support. Call us at 315-445-0640 and ask for Shaun Fahey, CPA to discuss your specific needs.

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