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Services

Jeanne M. Surbrugg, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Jeanne M. Surbrugg, P.C., 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 Services - Planning and Compliance

At Jeanne M. Surbrugg, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. 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 will work with you to ensure that your returns are complete, accurate and filed in a timely manner. We stay abreast of changes in tax regulations and share those updates with you. Under a Power of Attorney agreement, we can be engaged to represent you before the IRS and state revenue agencies.

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. Jeanne M. Surbrugg, P.C.'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
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation

Reviews and Compilation

Jeanne M. Surbrugg, P.C.'s financial statement services comprise two levels of assurance depending on your company's needs.

Reviews

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

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.

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. Jeanne M. Surbrugg, P.C.'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.

Financial and Retirement Planning

Jeanne M. Surbrugg, P.C.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We will work with your current financial advisor or refer you to someone who can assist you in the areas of asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jeanne M. Surbrugg, P.C. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

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.

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, Jeanne M. Surbrugg, P.C. can advise you on choosing an entity type and later restructuring if advantageous.

QuickBooks Consulting

Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. As a Certified Quickbooks ProAdvisor we can help guide you in the implementation of the Quickbooks accounting software program and monthly reviews and interpretations of financial results as well as providing consistent technical support, either in person or on the phone. Additional training is offered to any client that desires it.


Payroll Services

Jeanne M. Surbrugg, P.C.'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. We provide complete payroll services including processing payroll checks, direct deposits and payment of tax liabilities. Or we can assist clients who process their own payroll.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Jeanne M. Surbrugg, P.C. can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Jeanne M. Surbrugg, P.C. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Jeanne M. Surbrugg, P.C. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models

Business Valuation

The range of needs for valuing businesses continues to widen, and Jeanne M. Surbrugg, P.C. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you.re buying, selling, or considering a potential merger, Jeanne M. Surbrugg, P.C. can provide professional know-how to help you successfully structure and negotiate the deal. Jeanne M. Surbrugg, P.C. 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.

Debt and Finance Advising

Whether your needs are corporate or personal, Jeanne M. Surbrugg, P.C.'s professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.


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