To learn more about the services of Whittle, Hamilton and Associates, please click on the service(s) below:
Income Tax Preparation and Planning –
Our firm offers income tax preparation for both federal and state filing requirements, including:
- Gift Taxes
- Retirement Plan Reporting
We are available for year-round planning and consultation on all tax matters, as well as year-end planning. We subscribe to highly technical research services to be able to provide solutions to even the most complex tax situations and issues. We believe it is best to communicate with our clients during the year to be proactive and plan ahead.
We also offer services such as working with the Wyoming Taxpayer Advocate office and IRS representation for correspondence and audit. We have been successful in helping clients overcome difficult tax problems with the IRS.
Our firm offers a wide array of accounting services to meet our clients’ needs. We pride ourselves in being attentive to each client’s unique record keeping system, and endeavor to provide individual service. We tailor the services performed to the specific client’s needs. We also offer remote computer access, allowing clients to maintain accounting systems on their computers while receiving the benefit of our services. Accounting services we offer include:
- Monthly, Quarterly and Annual Bookkeeping Services
- Payroll Preparation, Tracking and Reporting
- Financial Statement Preparation
- QuickBooks Consulting, Including Pro Advisor Services
- Business Compliance Filings; Sales Tax, Excise Tax, 1099’s, Etc.
- New Accounting System Setup
- Payment of Bills, Budgeting and Financial Consulting
- Escrow Management
- Litigation Support, Forensic Accounting and Expert Witness Services
Our firm provides financial reporting at all levels, including compilations, reviews and audits, depending on the client’s individual needs. We can provide monthly and quarterly statements for management review, as well as year-end reporting to comply with banking, bonding, and other requirements. We believe accurate, timely financial reporting is inherent in helping management with business decisions and helping businesses to achieve their financial goals.
We also prepare personal financial statements, management use only financial statements, cash flow projections, EBITDA formats, and other specialized financial reporting formats.
We encourage our clients to contact us whenever they need advice, whether for a simple question or a complicated issue. Our firm offers consulting in a broad spectrum of areas, including:
- Tax Planning
- Retirement Planning
- Financial Planning
- Investing Decisions
- Choice of Business Entity
- Business Operations
- Internal Control
- Business Succession Planning
- Buying and Selling Businesses
- QuickBooks and Pro Advisor Services
Our firm provides services for both estate planning and estate tax reporting. We work with our clients’ attorneys to provide the best estate planning solution based on their situation. Proper estate planning may include implementing trusts, planning for asset protection, keeping family businesses active, providing for relatives, specific bequests to charitable organizations, as well as minimizing estate tax to be paid.
We also offer trust administration services, including accounting for court and beneficiary requirements, fiduciary services, and tax reporting.