Client Services   Financial Planning Services Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include: - Investment Consulting - Financial Planning to Achieve Specific Goals - Retirement Planning - Estate and Business Succession Planning - Insurance Consulting Financial Statement Preparation For clients needing financial statement preparation, we offer the attest services permitted by the American Institute of Certified Public Accountants.  The level of service we provide depends on the needs and requirements which are often determined by the use of the financial statements. Audit - Third parties relying on your financial statements sometimes require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles. Review - The procedures for a review are less comprehensive than those performed in an audit.  In a review, we apply analytical procedures to an entity's financial statements and make certain inquiries of management to confirm certain facts.  Reviews enable us to express limited assurance on the financial statements. Compilation - A compilation is limited to presenting in the form of financial statements information that is provided by the client.  We simply use information supplied by the client and put it into the form of a financial statement.  We do not express any assurance on the financial statements.  A compliation is the only level of service under which an accountant's report can be issued on financial statements without including a complete set of disclosures.  This can be a significant cost savings in situations where it is appropriate. Small Business Accounting In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses.  We provide a complete range of bookkeeping functions for our small business clients.  Monthly, quarterly, or annual write-up services include some or all of the following: General ledger and related journals Payroll check calculation Payroll check preparation Payroll tax return preparation Bank reconciliations Compiled financial statements Other client-specific reports Sales tax report preparation Property tax rendition preparation We also offer assistance with some accounting software packages used by our clients for their in-house bookkeeping and help with day-to-day acocunting questions. These services are a cost-effective way for a small business to have a professional manage its bookkeeping without adding the cost of a full-time employee to its staff - which many small companies just cannot support.               Advisory Services offered through Jonathan Roberts Advisory Group, Inc. Securities Offered Through JW Cole Financial, Inc. Member FINRA/SIPC   Accurate and timely accounting information is a necessity for any successful business. McClelland Samuel Fehnel & Busch, L.L.P. can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following: - Tax Planning and Return Preparation Services - Financial Planning Services  - Financial Statement Preparation  - Small Business Accounting - Including Payroll Services Tax Planning and Return Preparation Services Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation. As tax professionals, we can assist you with a full array of services: Preparing your tax return, as well as providing tax planning, tax compliance advice, representation before the IRS, and more. Reviewing your current tax situation and minimizing your future tax burden. Providing up-to-date tax law information and evaluating how tax law changes affect you. Advising you on the tax aspects of financial investment decisions. Our professional have experience in all areas of taxation, with special emphasis on federal income, estate, gift, and generation-skipping taxes.  We utilize the most powerful and comprehensive tax software on the market, whcih enables us to cost-effectively prepare our clients' returns with the intent of minimizing tax liabilities and maximizing asset protection. In addition, we offer a variety of tax compliance services for individals, trusts, estates, partnership, corporations, and non-profit organizations as well, including: Income taxes Payroll taxes Sales taxes Franchise taxes Estate taxes Gift taxes Generation-skipping taxes