Napier & Company, LCC

We offer tax preparation services for individuals and commercial businesses including S-Corporations, C-Corporations, LLC/Partnerships, Fiduciary returns, and Estate tax returns.

Sometimes even more important than tax compliance is tax planning. Analyzing transactions for their potential tax impact can save substantial amounts of money. We meet with our clients routinely to discuss potential tax planning ideas. We work with many closely held business owners to discuss income tax implications of transactions affecting their business and the owner personally. Areas that overlap with tax planning are succession planning and estate planning. These are described below.

CPAs issue three kinds of financial statements; Compiled, Reviewed and Audited. Most small business owners will use a compiled financial statement. Reviewed financial statements require more verification and audited financial statements require verification of balance sheet accounts. Usually an outside creditor or equity investor will dictate what types of financial statements are required by the closely held business.

At Napier and Company we can provide compiled and reviewed financials statements and with the cooperation of the specialists we can also provide audited financial statements.

We can help with both your trust and estate needs including the trust and estate returns as well as working with your attorney to develop the optimum estate plan for you.

What is financial planning? Do I need it? How much does it cost? Is it independent from selling investment products? These are common questions asked by people asking for information. Please contact our office for more information.

Closely held businesses often require a financial advisor but cannot afford a CFO on staff. We try to fill that void for our clients. Some common questions we assist small businesses with are lease vs. buy, cost and volume analysis, pricing considerations, cash flow, personnel etc. We think like business owners and have first-hand experience with many commonly asked questions.

• Entity Structuring
• Valuation Services
• Business Planning Services