559-261-3020 peggy@hodgescpa.biz

Services

Businesses. Individuals.

A Client-First Approach to Accounting.

When it comes to your personal and business finances, you don’t want to feel like another ‘number’. You want the peace of mind that comes from an accountant who understands your goals, knows your business and understands the law.

At Hodges Ashton, we understand your concerns.

Our client focused firm delivers the attention and detail you want. Plus, our extensive experience allows us to provide the financial reporting, financing and tax services you need.

Business Services

Assurance and Advisory Services

Hodges Ashton financial statement services comprise two levels or assurance, depending on your company’s needs. Our firm undergoes peer review by the American Institute of Certified Public Accountants (AICPA) as required for AICPA membership.  If your company needs audit services, we will refer you to another respected firm for that level of assurance.

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.  Your company may need reviewed financial statements to assist in obtaining financing or insurance coverage.

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.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate, timely and insightful financial information in order to maintain profitability and capitalize on new opportunities. Hodges Ashton accounting services steer you closer to these goals with accurate recordkeeping and reporting as well as support on financial issued such as initial accounting system setup, cost containment and tax planning.

These services include but are not limited to:

  • Accounting system setup and support
  • General bookkeeping services
  • Training your accounting/bookkeeping personnel
  • Cashflow budgeting and forecasting
  • Personal financial statements
  • Business tax planning and tax return preparation

Tax Planning and Business Return Services

Our firm has extensive knowledge and experience in preparation of tax returns for Corporations, S Corporations, Partnerships, LLC’s and Non-Profit entities, as well as Sole Proprietorships and disregarded entities.  Even more important than preparation is planning for your tax liability.

Our goal is to help your company be proactive in:

  • Assessing your expected taxable income
  • Making decisions that optimize your deductions
  • Looking at your financial future, so you can make decisions that are beneficial in the long term as well as short term for your business and personal financial goals.

Choice of Business Entity

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Hodges Ashton can advise you on choosing an entity type and later restructuring it if advantageous.

Representation before the IRS and State Tax Agencies

Professional representation can be vital during an audit, and our experience with tax authorities enable us to guide clients in dealing with federal and state agencies. If you have been chosen for an audit, the professional representation you find with our firm can put many of your worries at bay. We are ready and willing to answer questions from the tax authorities on your behalf.

Estate and Trust Tax Preparation

Our clients benefit from our knowledge and experience in preparing Estate and Trust tax returns. We find that many clients are named executor or trustee of an estate or trust without having any idea of the responsibilities that are involved. We can help you through the process of the initial through final returns of these entity types and will refer you to competent legal counsel when necessary.

Business Services

Assurance and Advisory Services

Hodges Ashton financial statement services comprise two levels or assurance, depending on your company’s needs. Our firm undergoes peer review by the American Institute of Certified Public Accountants (AICPA) as required for AICPA membership.  If your company needs audit services, we will refer you to another respected firm for that level of assurance.

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.  Your company may need reviewed financial statements to assist in obtaining financing or insurance coverage.

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.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate, timely and insightful financial information in order to maintain profitability and capitalize on new opportunities. Hodges Ashton accounting services steer you closer to these goals with accurate recordkeeping and reporting as well as support on financial issued such as initial accounting system setup, cost containment and tax planning.

These services include but are not limited to:

  • Accounting system setup and support
  • General bookkeeping services
  • Training your accounting/bookkeeping personnel
  • Cashflow budgeting and forecasting
  • Personal financial statements
  • Business tax planning and tax return preparation

Tax Planning and Business Return Services

Our firm has extensive knowledge and experience in preparation of tax returns for Corporations, S Corporations, Partnerships, LLC’s and Non-Profit entities, as well as Sole Proprietorships and disregarded entities.  Even more important than preparation is planning for your tax liability.

Our goal is to help your company be proactive in:

  • Assessing your expected taxable income
  • Making decisions that optimize your deductions
  • Looking at your financial future, so you can make decisions that are beneficial in the long term as well as short term for your business and personal financial goals.

Choice of Business Entity

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Hodges Ashton can advise you on choosing an entity type and later restructuring it if advantageous.

Representation before the IRS and State Tax Agencies

Professional representation can be vital during an audit, and our experience with tax authorities enable us to guide clients in dealing with federal and state agencies. If you have been chosen for an audit, the professional representation you find with our firm can put many of your worries at bay. We are ready and willing to answer questions from the tax authorities on your behalf.

Estate and Trust Tax Preparation

Our clients benefit from our knowledge and experience in preparing Estate and Trust tax returns. We find that many clients are named executor or trustee of an estate or trust without having any idea of the responsibilities that are involved. We can help you through the process of the initial through final returns of these entity types and will refer you to competent legal counsel when necessary.

Individual Services

We know there are many great options when it comes to individual income tax preparation. Our goal is to give our clients more than a completed income tax return each year. We want to provide you with:

  • Accurate and complete income tax returns
  • Understanding of your tax liabilities/benefits
  • Plan for the next year to minimize your tax liability and optimize your deductions and available credits, while staying in compliance with the IRS and state agencies

Individual Services

We know there are many great options when it comes to individual income tax preparation. Our goal is to give our clients more than a completed income tax return each year. We want to provide you with:

  • Accurate and complete income tax returns
  • Understanding of your tax liabilities/benefits
  • Plan for the next year to minimize your tax liability and optimize your deductions and available credits, while staying in compliance with the IRS and state agencies

Call us today