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Services

William R. Scoville, CPA, LLC provides a wide range of services to individuals and businesses in a variety of industries. At William R. Scoville, CPA, LLC, 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 Management Services

At William R. Scoville, CPA, LLC, we guide our clients through a full range of tax planning and preparation decisions that keep you on track to your financial goals. Our expertise, experience, analysis and research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

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. William R. Scoville, CPA, LLC's accounting services steer you closer to these goals with support on financial issues such as initial accounting system setup, cost-containment, tax planning, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping services
  • Accounting system setup and support
  • Payroll return processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate and partnership tax planning and return preparation

Assurance and Advisory Services

At William R. Scoville, CPA, LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Debt and finances advising
  • Mergers, acquisitions and sales
  • Transaction structuring and negotiations
  • Business succession

Reviews and Compilation

William R. Scoville, CPA, LLC's financial statement services comprise two levels of assurance depending on your company's needs.

  • Reviews provide limited assurance to outside interests and 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 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.

If you require an audit, we can assist in finding a qualified firm.

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. William R. Scoville, CPA, LLC'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 estate plan so as to avoid complications and to be sure wishes are followed. We can ensure your tax filing compliance by preparing the necessary estate and fiduciary tax forms.

Financial and Retirement Planning

William R. Scoville, CPA, LLC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. We do not sell or recommend specific investment products. Our role is to assist you in developing an investment strategy or to evaluate your current investment portfolio. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

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.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. William R. Scoville, CPA, LLC 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, William R. Scoville, CPA, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, we can discuss the advantages and disadvantages of the various business entity choices and the associated tax compliance issues.

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.

William R. Scoville, CPA, LLC offers the following solutions to help meet your QuickBooks needs:

Personal Training- We can help train you to better understand QuickBooks and the underlying accounting functions.

Installation- We can install QuickBooks on your stand-alone computer or in a network environment.

Setup- We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by analyzing and possibly improving their current 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.

Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting professional to examine your transactions, accounts and reports. This QuickBooks review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business.

Computer Consulting

As technologies rapidly advance, small companies increasingly need to update their computer systems and accounting software. William R. Scoville, CPA, LLC can assist you in analyzing your current system and gauge upgrade needs as well as provide support in choosing and implementing new hardware or accounting software systems. We can provide installation, setup, training and support services for MAS 90 and MAS 200 accounting software.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, William R. Scoville, CPA, LLC can provide professional know-how to help you successfully structure and negotiate the deal. William R. Scoville, CPA, LLC 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.

Payroll Services

William R. Scoville, CPA, LLC's payroll services can help you reduce the time spent on administration through assisting in processing, helping make timely payments, and preparation of payroll tax returns and forms.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. William R. Scoville, CPA, LLC can help you chose and implement your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Debt and Finance Advising

Whether your needs are corporate or personal, William R. Scoville, CPA, LLC's professionals can assist you in sorting out the different options available for debt management and financing that may lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in increased cash flow and possible tax deduction savings.


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