Our Services

 

FOCUS:
 
We are committed to helping our clients successfully manage their business, maximize their profitability and provide solutions that not only meet but exceed their personal and professional needs.
 
Whether you are just beginning your business venture or have been in business for years, our role is to enable you to obtain your business goals. We will discuss your business objectives with you to help you develop a customized business plan.
 
Proper planning increases your ability to control many variables that can ultimately affect your bottom line.
 
Our approach results in significant savings and growth for our clients.
  
 

PROFESSIONAL SERVICES PROVIDED:

At Martz & Wilson, LLP we offer a wide range of services to our vast client base. 
  

Accounting Services/ Small Business Accounting

Analysis

Bookkeeping

Financial Statement Preparation

Quickbooks Training

Cash flow analysis

Payroll Assistance

Monthly Accounting Services

 

Personal Services

Financial Planning

Estate Planning

Retirement Planning

Succession Planning

Individual Tax Preparation

Trust and Fiduciary Planning and Tax Preparation

Tax Planning

Long-term, Annual, and Mid-year

Tax Forecasting Services

Audit and Attestation

Audits

Reviews

Compilations

Agreed-upon procedure engagements

Internal controls analysis and recommendations

Operational reviews

Forecasts and projections

401K Audits

Non-profit audits

Audited Financial Statements

Tax Services

Return preparation for:

Individuals

Corporations (S or C)

Partnerships

Limited Liability Companies (LLC)

Fiduciary

And Tax-exempt organizations (Non-profits)

Property Taxes

IRS representation

Tax Projections

Quarterly Estimates

 

Business Advisory

Business Entity Selection

Business Succession Planning

Buying & Selling a Business

Cash Flow & Budget Analysis

Debt & Financing Services

Employee Benefit Plans

Financial Forecasts & Projections

Management Advisory Services

Business Process Improvement/Compliance

Business and Accounting Consulting

 

Business Valuation

Valuations of Business Entities

Assistance with mergers, acquisitions and dispositions

Taxation planning and compliance (Estate and Gift Tax)

Financial Reporting

Bankruptcy and reorganization

Litigation support

Expert Witness

Litigation and dispute resolution

Strategic Planning

 

  


INDUSTRIES SERVED:
 

 

  • Auto Dealerships
 
  • Not For Profits
  • Construction
 
  • Professional Services
  • Entertainment & Leisure
 
  • Real Estate
  • Financial Services
 
  • Restaurants
  • Franchises
 
  • Retail
  • Health Care
 
  • Technology
  • Manufacturing
 
  • Telecommunications
  • Natural Resources
 
  • Wholesale Distributors

 


  
IDEAL CLIENT PROFILE:
 
  • Decision maker – An owner , executive or manager of a business or organization with the authority to bring about changes.
 
  • Focused on continuous improvement – Is not satisfied with the status quo. Always looking to become better.
 
  • Willing to invest in future – Will invest time and money today to create the future they envision.
 
  • Respects and utilizes professionals – Utilizes the wisdom of Henry Ford who reportedly said, “It isn’t my job to know all the answers, but it is my job to know people who do and to use their advice.” (paraphrased)

Martz and Wilson Services

Business Valuation

valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning.

Small Business Accounting

Analysis, system sourcing, bookkeeping, financial statements or training

Personal Services

Services to help individuals deal with their yearly and future tax needs

Audit & Attestation

Audits, reviews, compilations and other assurance engagments

Tax Services

Return preparation for individuals, corporations, partnerships, limited liability companies, fiduciary and tax-exempt organizations.

Business Advisory

For assistance with business needs and specific advisory assistance