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Services

Thomas J. Rollins, CPA provides a wide range of services to individuals and businesses in a variety of industries.  We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.  Our professional services include:


Tax Preparation and Management Services

At Thomas J. Rollins, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Thomas J. Rollins, CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Thomas J. Rollins, CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment and tax planning.

These services include but are not limited to:

  • General ledger
  • Financial statement preparation and compilation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Individual, corporate, partnership and limited liability company tax planning and return preparation

Preparation/Compilation of Financial Statements

Thomas J. Rollins, CPA's financial statement services are comprised of two levels depending on your company's needs.

Preparations

In a preparation engagement, the financial statements are prepared based upon information provided by a company's management and provide no assurance to outside interests.

Compilations

Compilations are usually based upon information provided by a company's management. They do not offer assurance but do include a report as well as the accountant's name and may involve some adjustment to accounting records.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Thomas J. Rollins, CPA offers the following solutions to help meet your QuickBooks needs:

Setup

We assist new QuickBooks users with initial setup and experienced users with managing their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Thomas J. Rollins, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Thomas J. Rollins, CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Payroll Services

Thomas J. Rollins, CPA's payroll services can help you reduce the time spent on administration through preparation of after-the-fact quarterly and annual payroll tax returns.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Thomas J. Rollins, CPA can provide professional know-how to help you successfully structure and negotiate the deal. Thomas J. Rollins, CPA employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.


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