Overview of Services
Tax
One certainty we all face is paying taxes. Whether an individual or business owner, if you earn income, you will owe taxes. However, the amount you need to pay can vary considerably depending on how well you prepare your tax return. There are many deductions, exemptions, and credits that can make your tax bill much more affordable, and though filing a tax return can seem like an unnecessary added burden, it can mean that you get money back. The Villere Firm will prepare your return thoroughly, to find the most advantageous ways to lower your tax bill. You will receive the benefit of having a tax professional that saves you time, reduces errors, helps you avoid an audit, helps you develop a tax strategy, and incorporate all deductions, exemptions, and credits to put you in the most favorable tax position possible.
Our fees are based on the level of complexity of your return, and once your first tax return is filed, you can begin to implement your new tax strategy that we will work through together.
Accounting and Bookkeeping
The Villere Firm will prepare the books of financial transactions for your business, prepare the full set of financial statements, and help you understand what the numbers are truly saying about your business. This service is vital to anyone who is serious about the growth of their business. This service keeps your detailed records up to date for supervising your business accounts, and your financial records will always comply with the latest accounting regulations. Planning and prediction of the future for the business will be easier once you have a detailed recording and a better overview of the company's accounts, and you will gain more confidence in your data, and have instant reporting to present to interested parties such as financial institutions and investors. You will be able to predict your tax position to put yourself in a favorable position with the IRS. Additionally, when you have real-time information about the state of your accounts, you will be able to react quickly to any changes that happen to the market or to your business, and most of all, the heavy lifting will be done by The Villere Firm. This will allow you more free time to focus on personal time with family and friends, or ways to make your business product or service better.
Fees are based on the complexity of your business and range from monthly fees to an annual retainer.
Audit and Assurance
Audit and assurance services are available for a multitude of industries at The Villere Firm, which has over 20 years of experience. This experience includes auditing year end financial statements and performing quarterly reviews for large publicly traded companies, to much smaller audits and agreed upon procedures for home owners associations. This firm also has experience performing a number of Federal contractor and grantee award audits and reviews, focusing on incurred cost, improper payment, compliance with federal regulations, etc. The assurance services that will be available to you simply depends on your situation.
After an initial discussion, the firm will provide a proposal outlining the details of the engagement as well as the fees and timing of the engagement.
Business Consulting
Consulting services can be a great benefit at any level. A CPA consultant can help you gain control of your personal finances, start a new business, help your existing business by analyzing the numbers and trends, and highlight strengths to help you grow, and identifying areas of weakness in your business to be addressed. CPAs are experts in business processes and internal control environments as well, so you will be receiving an expert consultant for financial solutions as well as process solutions. If you're a business owner or executive looking to engage a consultant, you can't go wrong by choosing a CPA for consulting. CPAs can use their experience with a variety of technical accounting issues and specific reporting and regulatory requirements to provide solutions for whatever situation you or your business is facing. CPAs can see the story behind the numbers and use their broad industry knowledge and business process experience to determine strategies to help owners and executives achieve their goals.
Consulting is a broad area of service, and the fees are based on your needs. These fees range from hourly rates to annual retainers depending on your utilization needs.