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, or if you are interest in learning more about how Levin Swedler & Company can be of service you or your company. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting Services

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records 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 (QuickBooks, Peachtree, etc.)

*Computerized payroll services

*Business tax return preparation (Sales & Use/Personal Property)

*Personal financial statements

*Litigation support

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 assurance and the expression of an opinion that financial statements are presented in accordance with generally accepted accounting principles (GAAP)

*Review - some analytical procedures conducted with limited assurance

*Compilation - client financial information is presented in an appropriate financial statement format

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Certified QuickBooks ProAdvisor

Our firm has a certified QuickBooks Pro Advisor on staff that can assist you in QuickBooks setup, training, and reporting on site or in our Akron, Ohio office. 

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Consulting Services

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. Our Certified Valuation Analysts can provide useful and objective analysis to assist you in the valuation of any closely held business in which you have an interest.

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Type of entity selection

*Business valuations

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, 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.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Fraud Prevention & Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Other Services

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Employee Benefit Plans

Employee benefits are an increasing complex and regulated area facing business owners today. Not keeping your qualified plans in compliance with ERISA, Department of Labor (DOL), and Internal Revenue Service (IRS) laws and regulations can be a costly misstep. Levin, Swedler & Company, Inc. is a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center. This is a firm-based voluntary membership center for eligible CPA firms that agree to adhere to the center membership requirements.  Our experienced and highly-trained team of employee benefit plan professionals can provide invaluable expertise in this area, including the following services for privately-owned businesses:

*DOL/IRS notice response

*DOL/IRS audit representation

*Evaluation of the need for a small or large DOL-required plan audit

*Financial statement audits of tax qualified 401(k), profit sharing, ESOP, & health & welfare benefit plans

*Plan design, internal control, & operation consulting, including participant notification requirements

*Assistance with election option choices in prototype plan & volume submitter plan adoption agreements & amendments

*Plan tax return preparation, review, & filing (IRS Form 5500 series & schedules)

*Preparation or review of plan summary annual reports

*Third party service provider assessment

*Assistance with employee census information updates for third party service providers

*Review of annual IRS-required minimum coverage, nondiscrimination, contribution limitation, & top heavy testing

*Plan bookkeeping and preparation of participant statements (for non-audit clients only)

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Tax Services

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, 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.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, and estates.

Tax Services

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. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business