Services

Through experience and ongoing professional education, we at Landes, Mertz & Co., P.L.L.C. are dedicated to:

• providing you with personalized services of the highest quality
• understanding your personal and business needs
• building a long-term relationship to help you and your business succeed.

Financial And Estate Planning

Estate planning is an important tool for all individuals. The time you invest now to properly plan your estate can minimize your lifetime of tax liabilities, both federal and state.

Estate planning encompasses a variety of areas:

• Income tax planning
• Closely held businesses
  • buy/sell agreements
  • life insurance planning
  • family partnerships
• Transfer of assets to beneficiaries
• Establishment of trusts
• Special gift programs
• Retirement planning
• Guardianships

Our trained professionals will help develop a strategy that best suits your needs, and may significantly reduce your tax liabilities. We often combine our efforts with legal counsel and insurance representatives to insure a comprehensive package.
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Tax Planning and Preparation

Today's continually changing tax environment requires careful planning and preparation to minimize taxes. New and existing tax laws can be very complex and may seem overwhelming.

Our tax professionals are ready to provide the practical tax advice and planning strategies you require. They are knowledgeable in a wide range of industries, and will assist you in:

• Federal Income Taxes (Individuals, Corporations, Partnership, and Non-profit Organizations)
• State Taxes
• Pension Plans and Fringe Benefits
• Trusts
• Estates

Our team of professionals is committed to remaining on the forefront of tax changes, and is ready to assist you in understanding and reacting to these changes.
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Bookkeeping Services

All clients are unique in their accounting needs, therefore, flexibility, experience and reliability are some of the qualities to consider prior to obtaining accounting services.

Our staff of professionals has experience in a variety of industries. They are able to customize and personalize the services provided, based upon your company's needs.

We provide the following services:

• Full-service Bookkeeping
• Payroll Processing
• State and Federal Taxes
• Excise Reports
• General Ledger Processing
• Computer Processing
• QuickBooks TM Training and Support

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Accounting and Financial Services

Business growth does not always equal success. Success comes with planning. As your CPA, we get to know your organization and operations, then use this as a foundation to help put your business on the track to success.

Financial statements are required by management for planning purposes and by credit grantors and underwriters for financing or investment decisions. Our firm has many years of experience with financial statement preparation. Because we know our clients' business, we can also offer significant assistance with forecasts and projections.

We provide:

• Financial Statement Preparation Business Consulting
• Forecasts and Projections

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Controller for a Day

On many occasions, such as when a business is newly formed or is going through transition, a business financial and accounting needs assessment may be necessary.

In some situations, a business owner knows his business very well, but may need assistance with the record keeping, bookkeeping and accounting management.

Our CPA "controller" will visit and get to know you and your business, review your operations from a financial and accounting standpoint, then propose solutions and strategies to assist you in maximizing profits, and running
a more effective and efficient business.

We can assist you with internal control structure; hiring and interviewing process; assessment, setup and training of a computer accounting system.

Additional Services

In addition to the above, we have relationships with other CPA firms that can help assist you with:

• Financial Statement Audit or Review
• Business Valuations
• Cost Segregation Studies
• Computer Consulting Services
• Not-for-profit Consulting
• Retirement Plan Administration

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