Tax Planning and Preparation
Whether you are an individual or business, the experienced staff at Trevino Associates PC CPAs can develop income tax-saving strategies that take advantage of new tax laws and legislation.
- FREE eFiling services
It is our goal to provide our clients with the highest quality of service when conducting our engagements. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
Payroll and Sales Tax Services
Many of our clients are responsible for collecting and submitting payroll and sales tax. We can assist your company in the compilation of information and preparation of payroll and sales tax returns in an efficient and timely manner.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and they are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Areas of Expertise
In any engagement, Trevino Associates PC CPAs will establish an understanding with management regarding the services to be performed. The understanding will include the objectives of the engagement, management's responsibilities, the accountant's responsibilities, and limitations of the engagement.
Trevino Associates PC CPAs has proudly been serving individuals, business owners, and local businesses in Webster, Humboldt, and Calhoun Counties and the surrounding areas since 1987. The largest segment of our work is focused on small business and the small business owner. In addition to our traditional services of financial statements and income tax preparation, we also are here to help evaluate your current employee benefits, retirement plans, and succession plans. Our diverse clientele includes industries such as agriculture, manufacturing, retail, service, governmental, and construction. This list of services is by no means all-inclusive so please feel free to inquire about a service if you do not see it listed.
Below are some highlighted areas of expertise.
- Cost-reduction strategies
- Cash flow forecasting
- Reporting infrastructure to build key performance indicators (KPIs)
- Aid in implementing procedures to reduce year-end inquiries and minimize time spent trying to recreate history in obtaining minimally substantiated balances (no more year-end mess and all that time spent cleaning up)
Kindly note KPIs help management monitor status of mission-critical activities and assess how well tasks are executed, identify patterns and trends that have the greatest impact on operational efficiency, and understand and anticipate market trends.
Reviews and Compilations
We provide reporting on two levels of assurance of financial statements for many entity types. These services include reporting for a third-party for specified uses to management only use to improve or monitor operations.
Consulting Services and Software Support
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services.
Securities are offered through Woodbury Financial Services, Inc.; Member FINRA, SIPC, and Registered Investment Adviser; PO Box 64284, St. Paul, MN 55164, 800-800-2638. Trevino Associates Financial and Woodbury Financial Services, Inc. are unaffiliated entities.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Estate and Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
Business Succession Planning
For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.