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 McConnell & Jones LLP Services |
| Tax Planning & Preparation |
| The tax laws are a complex system. Relationships
among business owners and their companies can be significant matters
and a number of factors must be considered to make the proper elections
to structure your business to achieve the best tax result. Our tax department has the ability to provide numerous tax related services, including the preparation of individual, corporate, partnership, trust and estate returns. In the area of tax planning, we can help you analyze options and prepare tax projections with multiple scenarios. Tax planning can be a significant issue and much more important than the preparation of the return. This often involves more than just the cold dollars and cents of the taxes. Family and other personal issues including peace of mind can outweigh tax issues and should always be considered. |
| Audits, Reviews & Compilations |
| Business organizations and individuals need financial statements. John A. Braden, P.C. provides different levels of services and supplies different levels of assurance depending on your needs. The performance of an audit includes conducting detailed tests and pursuing independent verification of the information in your records to provide you with the highest level of assurance. Reviews provide limited assurance by analyzing data you have, determining that accounts are properly adjusted and ensuring that all required disclosure and notices are complete. It does not involve independent verification of data. Compilations consist of putting client provided information into proper financial statement form. |
| SEC Audits |
| Publicly-held companies have special accounting
and audit requirements. First, they are required to file annual audited
financial statements with the U.S. Securities and Exchange Commission
and to file quarterly reports on Form 10-Q with SEC. Those reports
must be reviewed by the companies' independent auditors by more stringent
standards than those normally required by Generally Accepted Accounting
Principles. CPA's who audit public companies must be registered with
the Public Company Accounting Oversight Board (PCAOB) and undergo inspections
by that board once every three years. Our firm is registered with the
PCAOB and has undergone our first inspection. Our professionals work
with our publicly-held clients in relation to the preparation and review
of their filings with the SEC and other regulatory agencies. |
| Accounting |
| We offer our services to allow you to concentrate on running your business. Whether you are a start up and need help creating your accounting system or have several CPAs on your staff, we can fill in the blanks to complete your needs. |
| Estate Planning |
| Our estate planning process includes an
analysis of your will and your estate by utilizing summaries of your
assets, liabilities and income. It includes an examination of what
tax expense you would have under various situations and determining
your cash needs and insurance coverage. In addition, we can help you
answer the questions about “what is the money for?” The
best estate planning is an integrated process that includes your legal
and other financial advisors. We offer financial services through Miller-Green Financial Group, offering services through through Sanders Morris Harris Inc. Member FINRA/SIPC. This includes analyzing your financial situation, recommending solutions, and implementing the plan. |
| QuickBooks ProAdvisor |
| We are a certified QuickBooks ProAdvisor. We offer setup and installation,
training, and consultation for QuickBooks, QuickBooks Pro, QB Payroll,
and Quicken. With good information, you can manage your business more
efficiently. |