Client Services

Paul Wade & Associates is committed to its small firm personal touch approach while providing its clients with affordable, quality solutions. With our training, continuing professional education and technology resources, we can give our clients guidance in a variety of financial areas. We understand that you have unique needs, concerns and goals in regard to your financial circumstances. We thoughtfully address each of these issues in our work with you.

Listed below are some of the services we offer our clients. This list is by no means all-inclusive; therefore, if you do not see a particular service listed below please give us a call.Audit and

  • Assurance Services
  • Tax Services
  • Government & Non-Profit Entities
  • Consulting Services

 

Audit and Assurance Services: 

Analyzing your financial reporting process is an opportunity for us to provide constructive solutions for maximizing your company’s profitability and efficiency. Paul Wade & Associates provide the following services in the following areas:

  • Audit
  • Review
  • Compilations
  • Financial Forecasts and Projections
  • Other Assurance Services


Tax Services: 

We understand you probably do not enjoy preparing or even thinking about taxes. We are here throughout the year to provide expert tax services at any time. Our approach to tax services helps you understand your situation, which allows us to assist you in planning for a solution. By keeping current on new tax laws and legislation, our team is in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

Paul Wade & Associates provide the following service relating to tax services:

  • Business and Individual Tax Planning & Preparation
  • Estates, Trusts & Gifts
  • IRS Representation
  • Other Taxing Authority Representation
  • Tax Effects of Buying/Selling a Business
  • Tax Accounting
  • Income Tax Estimates


Governmental & Non-Profit Entities: 

Over the years, we have worked closely with various governmental and non-profit entities. Our goal is to be a trusted advisor, one who provides a full-range of services tailored to help our clients successfully navigate the complexities of their mission-critical activities. We currently audit school districts, governmental entities and various non-profit organizations.

Paul Wade & Associates provide the following services to its governmental & non-profit entities:

  • Auditing & Assurance
  • Basic Financial Statement Audits
  • Yellow Book Audits
  • Single Audits (A-133)
  • Accounting Services
  • Preparation & Reconciliation of Accounting Records
  • Budgeting
  • Fixed Asset Accounting
  • Quickbooks Software Support
  • Consulting
  • Internal Control Evaluations
  • Tax Form 990


Consulting Services: 

We combine technical, market, and business skills that allow us to deliver objective advice and guidance, which helps our client’s grow their businesses, improve their performance, and manage risk more effectively.  The following are a few areas in which we provide consulting services:

  • Quickbooks
  • Type of Entity Selection
  • Financial & Retirement Decisions
  • Estate, Trust & Gift Planning