TEL: 252.674.1820
Spivey & Morton, CPA, PA
Our Services
1
Individual and Business Taxation
We provide business and personal tax preparation to help you proactively manage your tax issues. Tax laws are complex and change on a regular basis. By assisting with tax preparation, we can help you present the most accurate financial information to the IRS.
2
Tax Planning and Financial Consulting
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
3
Bookkeeping and Payroll Preparation
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
4
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.
5
Reviews and Compilation
Reviews
Reviews provide limited assurance to outside interests. They involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
6
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business's ability to survive. We can analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business's success. With our help and guidance, you will always be on top of your finances and ready for the future.