Our services are designed to help each client reach their personal or business goals. Please look over the services below to understand more of what Bell, Rugh & Logan, LLC has to offer! |
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ACCOUNTING SERVICES
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We provide services ranging from daily accounting functions to performing financial statement analysis, compilation, review and audit services. We also offer general accounting and bookkeeping services to clients who are not ready for in-house staff.
We also offer training, technical and on-site support for software programs such as QuickBooks and Peachtree. In addition, several staff members are QuickBooks Pro Advisors who are extremely knowledgeable about the product and its functions.
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ESTATE & GIFT TAX PLANNING
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The goal of estate and gift tax planning is to accumulate, conserve and distribute wealth in order to effectively accomplish our client’s current and long-term goals. We work closely with our clients to evaluate items such as insurance, trusts, and family requirements in order to maximize financial security and minimize gift and estate taxes.
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BUSINESS CONSULTING
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We also provide our client’s with business planning, financial projections and proforma statements, internal control analysis, effective accounting controls, proper entity structuring and business formations.
Our goal is to add value to our client’s business through increased profits, and strong working relationships.
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TAX PLANNING & PREPARATION
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Our firm constantly monitors the changing tax laws in order to provide our clients with constructive and innovative tax planning. We feel that the most effective way to minimize tax liability is through timely and proper tax planning. In addition to working closely with our clients on tax planning, we provide tax preparation for individuals, businesses, estates, trusts, non-profit organizations, and employee benefit plans.
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