Alan J Asbury CPA, provides a wide range of services to individuals and businesses in a variety of industries. At the Firm 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
- Advisory Services
- Estate and Trust Planning and Tax Preparation
- Entity Selection and Restructuring
- Payroll Services
- Mergers, Acquisitions, and Sales
- Accounting Services
- Reviews and Compilation
- Financial and Retirement Planning
- IRS Representation
- Cash Flow and Budgeting Analysis
- Debt and Finance Advising
- New Business Start Up
- Individual Tax Preparation
Tax Management Services
At Alan J Asbury CPA, 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. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
New Business Start Up
Alan and associates can help with licenses, registration numbers for payroll and tax filings, or analysis of business insurance needs. Alan and associates can help with your accounting ledger structure to assure that your books give you information to help you make good business decisions, manage your receivables, maximize cash flow, keep accurate inventory or cost your construction job properly. Alan and associates can be your partner if you need someone to manage your payroll function or provide your bookkeeping needs. We can help you make hiring decisions if you need to employee accounting professionals. Alan and associates can help you with business plans and forecasting operating results to facilitate your negotiations for adequate credit needs of your company. Alan and associates can assist in preparing costing models to help you properly price your products and 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. Alan J Asbury CPA, 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, and investments.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Corporate tax planning and return preparation
At Alan J Asbury CPA, 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
- Compiled financial projections and forecasts
- Debt and finances advising
- Business succession
Reviews and Compilation
Alan J Asbury CPA,'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.
Individual Tax Preparation
Individual Tax Preparation - Alan and associates are committed to providing individuals with highest quality of preparation and filing services at prices competitive to any service all year long.
I am proud of my service in the Strategic Air Command and my combat service in Southeast Asia. Please consider my firm for filing military tax returns no matter where you are currently stationed.
29 years experience in the industry has given me a special passion for serving farmers. I understand the tax and accounting issues of farmers and the challenges of marketing cycles. Please consider developing a relationship with my local North Carolina firm to prepare and file your tax return each year.
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. Alan J Asbury CPA, 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.
Financial and Retirement Planning
Alan J Asbury CPA, 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 college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Alan J Asbury CPA, can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Alan J Asbury CPA, 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, Alan J Asbury CPA, can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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.
Alan J Asbury CPA, 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.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Alan J Asbury CPA, 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' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Mergers, Acquisitions, and Sales
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Alan J Asbury CPA, can provide professional know-how to help you successfully structure and negotiate the deal. Alan J Asbury CPA, 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.
Debt and Finance Advising
Whether your needs are corporate or personal, Alan J Asbury CPA, professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.