Non-Traditional Professional Services Hanna, Lemar & Morris, C.P.A.'s P.A. believes strongly in "thinking outside the box." We have long list of non-traditional professional services which we provide. These include, but are not limited to:   We now provide Financial Services through our affiliate HLM Financial Services, Inc. - Contact David Lemar Jr at extension 102 for more information. - Thank you! Business Advisory Services Family Administrative Services Trust Services QuickBooks Consulting Services Technology Consulting Purchase or Sale of a Business Employee Benefit Plan Consulting Estate Planning Traditional Compliance Services Hanna, Lemar & Morris, C.P.A.'s, P.A. is a full service Certified Public Accounting firm committed to furnishing our clients with high quality professional services. We acknowledge that this can only be accomplished by maintaining a qualified and well-trained Team dedicated to acheiving this goal. Corporate Tax Returns (Form 1120 and 1120S) Partnership Tax Returns (Form 1065) Individual Tax Returns (Form 1040) Audited and Reviewed Financial Statements, and other Attestation Services Compiled Financial Statements Monthly and Quarterly Bookkeeping Services Payroll Tax Returns Personal Financial Statements Business Advisory Services Sound business advice is beneficial to even the best experts in their respective fields. We can assist in developing sound business strategies and solutions to meet your long-term objectives through financial forecasting, budgeting and analysis. Family Administrative Services Also known as Family Office Services, they are highly customized to meet each specific client's needs, vary greatly and are usually developed to support a wealthy family group. Examples include: mail receipt and sorting; bill review and payment; transaction data entry; banking and investment account reconciliation; small business, estate and tax planning and oversight in order to coordinate the efforts of specialists necessary to manage the financial affairs of high net worth families. Trust Services We can serve as professional Trustees in a variety of trusts. The advantage to using a professional Trustee is having a non-beneficiary to make or assist making independent decisions. QuickBooks Consulting Services QuickBooks is the most widely used "do-it-yourself" accounting program. We use our knowledge to help support your use and more importantly make the year-end accounting process much easier. See our QuickBooks page for additional details. Technology Consulting Services With so many computer software and hardware choices available in the marketplace, deciding what will best meet your needs can be difficult. We can assist not only in determining your needs, but also with implementation and maintenance, whether the solution involves an upgrade of your current software or a virtual office solution. Purchase or Sale of a Business Consulting Services The structure and terms of a sale or purchase of a business is absolutely crucial. Our firm can assist in the process to make sure that cash flows and tax advantages are properly considered. Employee Benefit Plan Consulting Services The sheer number of employer provided benefit plans available can be overwhelming to most small business owners. We can narrow the field for you and assist in the development and administration of benefit plans and qualified retirement plans that result not only in substantial tax advantages, but will also help you provide for both the current and future needs of you and your employees. Estate Planning Services A good estate plan can significantly reduce or eliminate the taxes due on the transfer of your assets to your heirs upon your death. As a result, you can leave your loved ones more financially secure. We can access your goals and assist you in developing a plan that will best allow you to accomplish your objectives. Corporate Tax Returns Not only can we prepare your corporate income tax returns, our firm also performs tax planning services to assist you in making the most of income tax rules and regulations that can be very different depending on whether you have an S corporation or a C corporation. Partnership Tax Returns If your business entity is a partnership, then like an S corporation, the result on your business income tax return has a direct effect on your personal income taxes. We can help you with your business tax planning, keeping in mind the effect on your personal tax situation and then, of course, prepare the required partnership tax returns. Individual Tax Returns Whether you have only W-2 income, are self-employed or operate an S corporation or partnership, we can prepare your required personal tax returns and provide consulting and tax planning services throughout the year. Audited and Reviewed Financial Statements, and other Attestation Services Often an area of confusion for the small business owner, the objective of a review differs significantly from the objective of an audit. The objective of an audit is to provide a reasonable basis for expressing an opinion regarding the financial statements taken as a whole. A review, however, does not provide a basis for the expression of such an opinion. We can perform the procedures necessary to provide you with the level of financial reporting that you need. Compiled Financial Statements There is no expression of assurance contemplated in the compiled level of financial reporting. Rather, the statements are based on information provided by the client. We can assist you in presenting your financial information in the form of financial statements, without performing the procedures necessary for us to express any level of assurance. Monthly and Quarterly Bookkeeping Services One of the most traditional forms of accounting services. You provide us check stubs, receipt and deposit information and any other financial transactions so we can then turn this raw data into a compiled financial statement. Payroll Tax Returns We can assist in prepaing the quarterly tax returns required by the IRS and State of Florida Personal Financial Statements We assist you in compiling a "snapshot" of all of your assets and liabilities as of a certain date. These are often required by banks for financing purposes.