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Services

J. Brad Jenner, CPA, PC provides a wide range of services to individuals and businesses in a variety of industries. At J. Brad Jenner, CPA, PC, 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 Management Services

At J. Brad Jenner, CPA, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. 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 are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

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. J. Brad Jenner, CPA, PC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on income tax services and planning.

These services include:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Payroll processing
  • Corporate tax planning and return preparation

Audits, Reviews, and Compilation

J. Brad Jenner, CPA, PC's financial statement services comprise all three levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

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. J. Brad Jenner, CPA, PC'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. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. J. Brad Jenner, CPA, PC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, J. Brad Jenner, CPA, PC can advise you on choosing an entity type. We can conveniently help you set-up an S-Corp, C-Corp or LLC through our in-house LLC It! company. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation for Clients

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. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

J. Brad Jenner, CPA, PC'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.

Income Tax Projections

No one can predict the future perfectly, but we can all benefit from planning for it. J. Brad Jenner, CPA, PC 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. Income tax projections is the key to what J. Brad Jenner, CPA, PC does to assist you prepare for the future .


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