| |
| We offer our clients a wide range of services. We believe you'll find our firm to be small enough that our clients get personalized service at a level that is unmatched. Yet we are large enough to have the resources to get the job done right. Below we have listed the key services that we offer to our clients along with a brief description.
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, either through our CPA firm network (Atlanta CPA Alliance) or through other close business relationships or alliances we've built over the years. |
| (Click Service Title For Details) |
| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records help 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:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Interim CFO- On-site monthly contract accounting
- Computerized payroll services
- Personal financial statements
- Litigation support, Divorce (Forensic Accounting)
|
 |
| Audits, Reviews and Compilations |
| We 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 all three levels of assurance:
Audit- an intensive examination with the highest level of assuranceReview - some analytical procedures conducted with limited assuranceCompilation - based upon client information provided and used primarily for internal use. |
|
| Tax Services |
| Taxation has been the primary strength of this firm for many years. With expertise in individual, business, fiduciary, exempt organization and estate and gift taxation, we are here to help minimize your tax and meet all your governmental filing requirements.
We are able to assist you year-round in assessing your current tax situation, projecting your tax liability and developing a plan to help you keep as much of your hard-earned money as possible in your bank account and out of the hands of government. We are also available to represent you in the event of an audit should the need arise.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Tax services offered include but are not limited to:
- Income tax planning & return preparation
- Individuals
- Trusts & Estates
- Corporations
- Partnerships
- LLCs/LLPs
- Estate & gift tax planning & return preparation
- Not-for-profit organization filing
- Taxing authority representation/Tax audits
- Tax planning for buying/selling a business
- Sales & Use tax return preparation
- Business Personal Property Tax return preparation
|
|
| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and children, 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. Otherwise estate and gift taxes may drastically erode half or more of your estate if you don't plan properly, and your assets may not pass to the heirs to whom you wish them to pass.
We use a unique, comprehensive team approach involving an estate planning attorney and financial planner to assist you in formulating a specific plan to provide that your estate passes to your heirs with minimal tax consequences. It's important to consider investment objectives, projected living expenses, liquidity needs, and many other factors. We take all those things into account in designing and implementing a comprehensive estate plan that may include life insurance or other tax-efficient investment vehicles, trusts, and/or various legal entities to help accomplish our goals. We will then monitor and reassess your financial position periodically to ensure that your ultimate wishes are met, making adjustments as necessary. |
|
| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Retirement planning is becoming an increasingly vital aspect of planning for your future. Benefits like social security and pensions aren't certain and typically don't amount to enough income to provide for a comfortable retirement. Planning when to retire, calculating how much you'll need, and how to achieve enough income is becoming more difficult as our life expectancy increases.
At RHDG we take into account your current lifestyle, income levels, and projected income leading up to retirement to create a plan that will support your needs now and throughout your retirement years. We often involve financial planning specialists in this process as part of our team approach to financial planning. |
|
| Personal Financial Planning |
| We use a comprehensive team approach to financial planning. Our years of experience have taught us that the best results generally occur when a team of specialists is involved in the planning process. We work closely with expert investment advisors and financial planners to design and maintain a comprehensive financial plan, taking into account tax considerations, retirement needs, liquidity concerns, risk tolerance, and a host of other factors. Only by utilizing such a comprehensive approach with CPA's and expert financial planners can you get the kind of consistent planning results that we tend to see. |
|
| Valuation Services |
| Businesses might need to be valued for a variety of different reasons. Whatever the case, we have a team of expert business valuation specialists who can measure the value of your privately-held business, no matter what the size or industry. Two of our partners, Kim Roddy and Nancy Gault are Certified Valuation Analysts. In fact, Nancy is president of the Georgia chapter of the National Association of Certified Business Valuation Analysts (NACVA) and brings many years of valuation experience and expertise with her on every engagement.
Common needs for a business valuation might be:
- Purchase/sale of a business
- Estate & gift tax returns
- Divorce cases
- Other Mergers & Acquisitions
- Succession planning
- ESOP plans
|
|
| Merger and Acquisition |
| RHDG has years of experience assisting clients in buying, selling and merging businesses. We can help guide you through the often complex tax and accounting aspects of such a transition. Proper planning before the transaction is critical in yielding optimum results. |
|
| Business Development and Growth |
| Our years of experience and training have equipped us to help you grow your business. We can assist you in developing a vision and mission for your business and a strategy for reaching your goals. We can work with your company to increase the number of customers (of the type you want to have), increase the transaction frequency, increase the average value of each sale and increase the effectiveness (cost efficiency) of each business process.
Our process of Discovery, Strategic Planning & Analysis, Identification of Key Performance Indicators (KPI's), and finally Plan Implementation and Monitoring of those KPI's with you will help you understand your business better and what drives profit. It will also allow you to make adjustments to improve profitability and get the most out of your business, once you better understand what factors truly drive profitability. |
|
| Cost Segregation Studies |
| Cost Segregation Studies allow for accelerated tax depreciation on buildings and land improvements for components that can be separately broken-out from the building itself. These studies can be done either before or after construction of the building and improvements. The tax savings from these types of studies can be tremendous in some cases. This is a highly technical field that requires the experience and expertise of specialists and engineers who understand exactly how to analyze buildings and improvements and to apply the depreciation rules.
We work with such an experienced team of specialists through an alliance to provide cost segregation studies that will stand up to IRS scrutiny if challenged. We can usually determine whether there is sufficient tax savings to warrant the cost of the study at no charge to you. So please don't hesitate to contact us if you own or manage a building that might benefit from this type of analysis. |
|
|
|
