SERVICES & INDUSTRIES

ACCOUNTING SERVICES

Johnson, Lauder & Savidge provides a wide range of accounting services. Our dedicated staff provides a wide array of services tailored to each client, backed up by years of hands on experience. We can work with you to fill almost every possible accounting need either on a temporary or recurring basis with our trained staff. Whether for businesses, private individuals and even Not-for-profit organizations we’ve got you covered. See below our offered services and click on each one for greater detail on why Johnson, Lauder & Savidge, LLP is the right choice for any accounting specialist need.

BUSINESS SERVICES

Agreed Upon Procedures

Agreed Upon Procedures

Special circumstances often require services specifically tailored to the client’s need. Our professionals will work with you to determine appropriate agreed upon procedures to satisfy those needs and develop the appropriate procedures and reporting.

Bookkeeping

Bookkeeping

Let us be a valued resource for your bookkeeping function. Our dedicated staff provides a wide array of bookkeeping services ranging from phone consultations to full charge bookkeeping and almost anything in between. We have years of hands on experience in QuickBooks ©, Peachtree Accounting © and many other accounting software programs.

Business Consulting

Business Consulting

Consider us as an extension of your management team. Allow the experience we have gained in assisting our client base be put to work for you. We are there to help and support as you deem fit, whether be casual phone or email advice to formal consulting arrangements. Let us tell you how we can help your business prosper.

Business Projections

Business Projections

Perhaps you are looking to sell a portion or your entire business. Maybe you need to know the tax implications of certain business transactions. We can help. We will meet with you to determine your needs and develop projections based on anticipated outcomes.

Controller Services

Controller Services

Has your business grown beyond the capabilities of your existing accounting staff? Do you find yourself with a temporary need to perform the controllership function? We can work with you to fill that need on a temporary or recurring basis with our trained staff.

Due Diligence Reviews

Due Diligence Reviews

Looking to purchase a business but need more information on their financial history? We can work with you to develop procedures to check out your prospective target before finalizing an important deal.

FBAR Reporting

FBAR Reporting

With the increasing scrutiny and reporting requirements of foreign accounts, you need a professional who is familiar with the reporting and filing requirements to ensure that you are in compliance with all foreign reporting requirements. Let our team of foreign reporting experts assist you in ensuring that you are properly reporting all foreign assets.

Financial Statement Services

Financial Statement Services

Whether required by banks, grants, outside parties, or internal policy, financial statements provide the users extensive information about the company in a standard format. We provide various levels of services regarding financial statements as follows:

  • Audit of Financial Statements – Audits require the utmost of professionalism. Our auditing staff provides top notch auditing services. We begin by understanding your business and your industry. While remaining independent, we work with management to not only provide quality audit services but to improve the internal controls and operational efficiencies of your organization.
  • Review of Financial Statements – A level of service below the audit, a review of financial statements is a service from which many small businesses can benefit. Analytic procedures and inquiry of management are the backbone of a review. Contact us to determine if this is the right service for your business.
  • Compilation of Financial Statements – An audit or review of financial statements may be a higher level of service than your business requires. We can compile the financial statements of your business. This service can be performed whether or not our firm is independent of yours, meaning we may be able to offer this service coupled with bookkeeping or other related services.
  • Preparation of financial statements – As the lowest level of financial statement services, we simply assist management in preparing financial statements pursuant to a specified financial reporting framework and will not issue any report associated with the statements.
Internal Audit Services

Internal Audit Services

Growing businesses often find themselves with the need for internal audit services without having the resources to staff a full time internal audit staff. Consider outsourcing that function to Johnson, Lauder & Savidge, LLP. We can satisfy this need on a project by project or longer term basis.

IRS Representation

IRS Representation

There are few things more stressful than an IRS audit. That does not need to be. Our seasoned tax professionals are here to be with you every step of the way. Not only can this reduce your stress level, it may just reduce the tax bill as well.

Multiple State Taxation

Multiple State Taxation

With state income constraints continuing to grow, states are looking to new sources of revenue. If you do business in multiple states you may be subject to taxation within more than one state. Let our team of state taxation experts assist you in determining your taxability in nonresident states to ensure that you are meeting the compliance requirements of the state and to avoid any headaches down the road.

Resource to Management & Accounting

Resource to Management & Accounting

Regardless of your business needs, we are here to help. Our professionals have a wealth of knowledge gained from servicing clients in a wide variety of industries as well as the governmental and not-for-profit arena. Put that experience to work for you.

Sales Tax Preparation

Sales Tax Preparation

Compliance with sales tax reports is an oft overlooked task. Dealing with ensuing correspondence and penalties is a nuisance as well. Both can be avoided by outsourcing this function to Johnson, Lauder & Savidge, LLP.

Tax Planning

Tax Planning

In the immortal words of Benjamin Franklin “…in this world nothing can be said to be certain, except death and taxes.” While we cannot minimize one of the certainties, we can help you minimize your taxes. We work daily with businesses and individuals to help you keep more of the fruits of your labor. Contact us prior to entering into a transaction so that we can help structure it in the most tax efficient manner.

Tax Return Preparation

Tax Return Preparation

From individual income tax returns to consolidated corporate returns, we have the experience and knowledge to provide preparation services to almost any level in between. We have experience on the individual, corporate and partnership level for both traditional and not-for-profit entities.

INDIVIDUAL SERVICES

Estate & Gift Planning

Estate & Gift Planning

You have worked hard to attain your wealth. We can assist you in maximizing the retention of that wealth and its efficient transfer to future generations. Contact us to find out how.

FBAR Reporting

FBAR Reporting

With the increasing scrutiny and reporting requirements of foreign accounts, you need a professional who is familiar with the reporting and filing requirements to ensure that you are in compliance with all foreign reporting requirements. Let our team of foreign reporting experts assist you in ensuring that you are properly reporting all foreign assets.

Fiduciary Tax Planning

Fiduciary Tax Planning

Estates and trusts are complex entities. Fiduciaries often have limited experience when they find themselves in that role. Let us assist in the design and operation of your trust or estate and in the compliance filing required.

IRS Representation

IRS Representation

There are few things more stressful than an IRS audit. That does not need to be. Our seasoned tax professionals are here to be with you every step of the way. Not only can this reduce your stress level, it may just reduce the tax bill as well.

Multiple State Taxation

Multiple State Taxation

With state income constraints continuing to grow, states are looking to new sources of revenue. If you do business in multiple states you may be subject to taxation within more than one state. Let our team of state taxation experts assist you in determining your taxability in nonresident states to ensure that you are meeting the compliance requirements of the state and to avoid any headaches down the road.

Tax Planning

Tax Planning

In the immortal words of Benjamin Franklin “…in this world nothing can be said to be certain, except death and taxes.” While we cannot minimize one of the certainties, we can help you minimize your taxes. We work daily with businesses and individuals to help you keep more of the fruits of your labor. Contact us prior to entering into a transaction so that we can help structure it in the most tax efficient manner.

Tax Return Preparation

Tax Return Preparation

From individual income tax returns to consolidated corporate returns, we have the experience and knowledge to provide preparation services to almost any level in between. We have experience on the individual, corporate and partnership level for both traditional and not-for-profit entities.

INDUSTRY SPECIALIZATIONS

Automobile Dealerships

Automobile Dealerships

The automobile dealerships face their own unique set of financial challenges as a result of the continual changes within the industry. Our team of automotive dealership experts is ready to assist you with their vast knowledge and experience within the industry.

Construction Contractors

Construction Contractors

Construction contractors face their own set of financial reporting and taxation needs unique only to this industry. Our team of construction contractor experts is ready to assist you with their vast knowledge and experience within the industry.

Not-For-Profit Entities

Not-For-Profit Entities

Not-for-profit organizations are facing ever expanding reporting requirements, both for financial reporting and to the Internal Revenue Service. We currently service a wide variety of nonprofit organizations in various capacities. Contact us to find out how we can assist your organization.

Property & Casualty Insurance Companies

Property & Casualty Insurance Companies

Property and casualty loss insurance companies face their own unique set of financial challenges as a result of the continual changes within the industry. Our team of property and casualty loss insurance experts is ready to assist you with their vast knowledge and experience within the industry. We provide an array of services for property and casualty loss insurance companies including the following:

  • Quarterly Statement Preparation – Not only are the regulatory filing requirements of states’ Insurance Departments vast and complex, filings are required each quarter. Put us to work for you to guide you through this process or prepare the Quarterly Statements as required by the various Insurance Departments.
  • Annual Statement Preparation – Regulatory filing requirements of states’ Insurance Departments are vast and complex. Our team of professionals has the experience and expertise to guide you through this process including the preparation of the NAIC Annual Statement and related supplements.
  • Financial Statement Audits – Audits require the utmost of professionalism. Our auditing staff provides top notch auditing services. We begin by understanding your business and your industry. While remaining independent, we work with management to not only provide quality audit services but to improve the internal controls and operational efficiencies of your organization.
  • Assistance in Regulatory Examinations – Dealing with regulatory examiners can be a difficult. Our team of professionals has the experience and expertise working with regulatory examiners to make your examination run smooth.
Retirement Plans

Retirement Plans

Retirement/Pension plans are considered separate entities from their sponsor. The Department of Labor has detailed reporting requirements. Let us help you determine your reporting needs and assist in fulfilling them.