
We're fortunate to have a group of management leaders whose individual areas of expertise combine to create a wide array of service offerings by the best professionals in the State. Below is a little about "what we do."
Business Services
We have long-standing service relationships with multinational manufacturing concerns across the country. We're also trusted business advisers for small storefront operations and home-based businesses with big ambitions. What does that mean to you? It means you don't have a business that's the wrong size - or in the wrong location - for us. It means you get an unmatched level of expertise and attention to your business issues, no matter how large or small. We're equally comfortable with and excited about advising on cash flow and tax issues for a small start-up and discussing tax provision issues with publicly traded companies working through Sarbanes-Oxley compliance. We have extensive experience in helping to structure major business acquisitions and divestitures of many types of businesses and legal entities. Our advisory capabilities - with regard to partnership and corporate start-up and profit allocation issues is extensive. And of course, our attention to and experience with all business tax compliance and basic consultation is also of the highest caliber. We also offer basic accounting and bookkeeping services, as well as interim controller or CFO services.
Personal Financial Planning Services
The individuals and families with whom we work are among the most successful in the State and nation. They are also people who are just starting out, building their dreams. They're of all ages, income levels, professions and geographic locations. The one thing they all have in common is that they get the highest level of service and attention to their needs from Johnson, Bruce & Host. We prepare 1040s for families with two paychecks and a mortgage. We also advise high net-worth individuals and family groups on maneuvering the labyrinth of estate and trust tax laws to most effectively manage wealth across generations. Our personal, estate and trust taxation professionals are trusted and recognized for their expertise. No one else can offer our level of insight, experience and drive for meeting the needs of the individuals and families with which we are fortunate to work. And beyond the traditional services are our Family Office Services. Individuals and families sometimes need help with the added attention required with the added responsibility of high wealth. With a focused, detailed approach to wealth management, we work with our clients to bring simplicity, comfort and peace of mind to the many-layered world of overseeing personal wealth. We simplify the complex and handle as much of the burden as desired, from daily cash flow management to overseeing multiple properties.
Summary
What we do transcends traditional categories. We're here for what you need, when you need it. In addition to the above-discussed areas, we also offer, for example, IRS, State and Local Examination Representation, Assistance and Controversy Services from professionals with many years of experience of dealing with taxing authorities. If you're planning to buy or sell a business, the services discussed in the above sections may be what you need, or you may need more; we've seen a lot of situations, and no two are the same - we can help. Are you planning to retire? We have extensive experience with retirement planning by people who are genuinely interested in your plans for the future.
We could list unique situations with which we can help and have helped at some length. The truth is, no two situations with which we assist are the same; the only constants are the passion with which we pursue a solution and our commitment to doing what's right. No matter what we do, we want to be the best. We think we are. We hope you will, too.
Listing of Services
- Asset Protection
- Mergers & Acquisitions
- Other Services
- Accounting Services
- Audits, Reviews and Compilations
- Bookkeeping/Write-Up
- Forensic Accounting
- Financial Statements
- Financial Forecasts & Projections
- Cash Flow & Budgeting Analysis
- Tax Services
- Tax Planning & Preparation
- IRS Representation
- Payroll Services
- Sales Tax Services
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- Estate & Trust Tax Preparation
- Consulting Services
- Accounting Software Selection & Implementation
- Business Succession Planning
- Business Valuations
- Buying & Selling a Business
- Computer Consulting
- Fraud Prevention & Detection
- Estate Planning
- Financial Planning
- Retirement Planning
- Management Advisory Services
- Business Consulting
- Pension & Profit Sharing Plans
- Investment Review
- Debt & Financing Services
- Business Entity Selection
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