At some time, your organization may be requested to provide third parties with financial information, and an experienced professional can support you to better understand how to move forward in this process.  Our team is dedicated in helping clients through the attestation process and ensuring our services are not only performed in accordance with professional standards in an efficient and effective manner, but also provides value to the client’s organization through observations to improve your organization’s processes and procedures.

We provide attestation services to numerous entities, including, but not limited to: Commercial entities, Engineering, Construction, Retail, Non-profits.  

A brief listing of attestation services are:

1. Audits
   1. Annual audits
   2. Single Audits
   3. Employee Benefit Plan audits
   4. Audits in accordance with Federal Acquisition Regulation Part 31, along with various States Department of Transportation and Development
2. Reviews
3. Compilations
4. Agreed-Upon Procedures

Taxation

LeGlue & Company provides tax services for clients throughout the United States. At LeGlue, we believe that an effective tax strategy involves knowing the “whole client”. The “whole client” means knowing the client’s personal situations and business interests and treating these as one. This methodology allows us to provide clients with the necessary information to make the best decision for the individual and the client’s business.

As our clients' businesses have grown and their personal and corporate needs have become more complex, we provide guidance on tax planning strategies, along with tax preparation services for individuals, trusts, partnerships, and various corporations and other entities.  Effective tax planning strategies help to reduce expenses, safeguard assets, and provides the client or the client’s management team with information to make informed decisions.

Estate Planning

In today's world, Estate Planning is more than going to see an attorney about a will. With the complex laws involved in estate taxes, it is important to have a knowledgeable CPA on your side.  Moreover, if you are making current plans such as gifting strategies or establishing trusts, it is equally important to have an experienced CPA review the transactions and handle these tax returns.

Our Estate Planning personnel have extensive experience in dealing with trusts and other gifting strategies.  We regularly file tax returns on behalf of trusts and their trustees as well as filing complex gift tax and estate tax returns.  Likewise, it is important to know the financial capabilities of your Executor, and members of our staff are available to perform this function.

We have excellent working relationships with the top estate-planning attorneys in the area, and frequently consult with them regarding our clients' needs.

Our Accounting and Outsourced Accounting Management services provide you with paperless document management, valuable analysis on quality control, easy year-end accounting and tax services, and an advisory team to help you establish a plan of action to help your business achieve its goals. These services are individually tailored to fit your specific needs.

Our Accounting and Outsourced Accounting Management Services are divided into two areas. 

Compliance Services (Accounting and bookkeeping services)

• Cash receipts and cash disbursements transaction processing
• Recording all cash receipts and cash disbursements in your general ledger software, such as QuickBooks
• Payroll tax return preparation and processing
• Month-end / Quarter-end and Year-end closing services include:
  • Maintenance of fixed asset records and depreciation schedules
  • Reconciliation of all bank accounts
  • Recording of general ledger and adjusting journal entries in general ledger software
  • Preparation of schedules to support significant general ledger balances
  • Preparation of monthly or quarterly financial statements

Performance Services (Outsourced CFO and Controller Services)

• Accounts payable and accounts receivable management
• Cash management reports
• Compilation and review of monthly or quarterly financial reports
•  Variance analysis and comparative financial reporting
• Strategic Management Services 
• Budget preparation, analysis, and advice
• Historical financial analysis and advice to management
• Financial strategy and modeling (forecasts/projections)
• Real-time cash flow analysis and advice

Business Valuation

Our CPAs have extensive experience in valuing a business.  Regardless of your reason for needing a valuation – estate and trust tax compliance, shareholder and succession planning, merger/acquisition/sale, business litigation, divorce, etc. - our CPAs can help.  Our valuation personal are Certified Valuation Analyst and are also a CPA.

There are many factors to consider when valuing a business, including the premise and standard of value to be used, appropriate methodology/reporting to be used, potential future profits and cash flows, industry and company specific risk and outlook, applicable discounts/premiums, etc.  These factors and many others make valuing a business a complicated process; and depending on your situation, you may need an expert's report.

For these reasons it is important that you consult with a valuation specialist who is competent, trustworthy and experienced.

Litigation Support

Our CPAs have extensive experience in giving expert testimony regarding accounting issues, business/contractual matters, loss profits, valuation, and divorce.  Our approach is to provide a report with supporting documentations, calculations, and research so that the reader could reach the same conclusion as our report’s stated conclusion.

Should a business dispute reach litigation our experts are capable of providing an accurate, reasonable, and defensible reports, whether it involves complex financial/accounting calculations, damages or loss profits, or business valuations.

Divorce proceedings generally include some dispute over the value of an asset and how to divide it.  Our CPAs have been valuing both community and separate property for decades.

Regardless of your need, our staff is accustomed to working with attorneys to deliver reports and providing testimony to explain and support those conclusions.  

      
**LeGlue & Co is not a law firm and does not provide legal services or legal advice.  LeGlue & Co's litigation services are limited to valuation and other accounting services in support of litigation.  It is important to discuss your legal matters with an attorney.