Giles, Strickland & Warren, P.A. 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:
- Accounting Services
- Estate and Trust Planning and Tax Preparation
- Management Advisory Services
- Sales Tax Service
- Tax Preparation
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Giles, Strickland & Warren, P.A.'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, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Computerized payroll services
- Business tax return preparation (Sales & Use/ Business Property)
- Personal financial statements
Audits and Compilations
Third parties often require you to present them a financial statement. We view our role in the financial reporting process as an opportunity to provide constructive solutions to maximize your company's profitability and efficiency. We provide financial reporting services at two levels of assurance.
- Audit - an intensive examination with the highest level of assurance
- Compilation - based upon the information that the client provides
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. Giles, Strickland & Warren, P.A.'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 distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s 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.
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.
Management Advisory Services
Management consulting is an integral part of our practice. Our consulting services cover a wide cross section of business management. These services offer our clients a new objective approach to problem solving and planning. Our consulting services are designed to assist management in developing and controlling operations through the application of advanced management techniques.
The management advisory services which we can provide span a broad range of business functions. Management and technical assistance which our consultants can provide include data processing, financial and management information systems, financial analysis and planning. Our combined business experience allows us to implement our recommendations using the latest operational techniques.
We establish a close working relationship with our clients to ensure that a problem is seen through to its resolution. Through identification and analysis of management problems, we are able to increase the client's management effectiveness and profitability.
Giles, Strickland & Warren, P.A.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
Sales Tax Service
Many of our clients are responsible for collecting and submitting sales taxes in many different counties. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
We view our relationships with our clients as an ongoing partnership, and we pledge to provide you with quality, up-to-date tax services. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates and not-for-profit organizations.