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6<meta name="DESCRIPTION" content="CPA's and consultants for individuals, 401K plans, small &amp; large businesses and most other tax, financial, accounting and consulting needs."><meta name="KEYWORDS" content="Wegley, Higginbotham &amp;amp; Associates PLC, Fairfax, VA, 22030, client services, CPA, Accountant, Financial, Consultant, Tax, Audit, Wegley, Higginbotham, Novia, Hocker, Business, Fairfax, Northern Virginia, Consulting, Preparation, accounting, 401K, Small Business, Virginia, Trust, Estate"><meta name="GENERATOR" content="Designed by CCH Site Builder"><link href="/favicon.ico" rel="shortcut icon" type="image/x-icon"><link href="includes/bootstrap/css/bootstrap.min.css" rel="stylesheet" type="text/css"><link href="includes/font-awesome/css/font-awesome.min.css" rel="stylesheet"><link href="css/styles.css?template=Saturation&amp;colorScheme=green&amp;header=headers1&amp;button=buttons1&amp;d=1707580374190" rel="stylesheet" type="text/css"><style>img { behavior:url("images/pngbehavior.htc"); }</style></head><body class="client_services en">
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26        Wegley, Higginbotham &amp; Associates PLC
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31            
32        Certified Public Accountants
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64        Client Services
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88<div id="page_description"><p>Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.</p><p>As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.</p></div>
89<br>
90<div id="services-top-list" align="center">
91    <table id="services-top-list-table">
92        <tr>
93            <td class="services-top-list-column-1" valign='top'>
94                <ul>
95                    <li>
96                        <a href ="#Tax Preparation">Tax Preparation</a>
97                    </li>
98                    <li>
99                        <a href ="#Tax Planning">Tax Planning</a>
100                    </li>
101                    <li>
102                        <a href ="#Estate &amp; Trust Tax Preparation">Estate &amp; Trust Tax Preparation</a>
103                    </li>
104                    <li>
105                        <a href ="#Accounting Services">Accounting Services</a>
106                    </li>
107                    <li>
108                        <a href ="#Audit Services">Audit Services</a>
109                    </li>
110                    <li>
111                        <a href ="#Reviews &amp; Compilations">Reviews &amp; Compilations</a>
112                    </li>
113                    <li>
114                        <a href ="#Cash Flow &amp; Budgeting Analysis">Cash Flow &amp; Budgeting Analysis</a>
115                    </li>
116                    <li>
117                        <a href ="#Financial Forecasts &amp; Projections">Financial Forecasts &amp; Projections</a>
118                    </li>
119                    <li>
120                        <a href ="#Bookkeeping/Write-Up">Bookkeeping/Write-Up</a>
121                    </li>
122                </ul>
123            </td>
124            <td class="services-top-list-column-2" valign='top'>
125               <ul>
126                    <li>
127                        <a href ="#Management Advisory Services">Management Advisory Services</a>
128                    </li>
129                    <li>
130                        <a href ="#Business Consulting">Business Consulting</a>
131                    </li>
132                    <li>
133                        <a href ="#Business Entity Selection">Business Entity Selection</a>
134                    </li>
135                    <li>
136                        <a href ="#Buying &amp; Selling a Business">Buying &amp; Selling a Business</a>
137                    </li>
138                    <li>
139                        <a href ="#Consulting Services">Consulting Services</a>
140                    </li>
141                    <li>
142                        <a href ="#Pension &amp; Profit Sharing Plans">Pension &amp; Profit Sharing Plans</a>
143                    </li>
144                    <li>
145                        <a href ="#Retirement Planning">Retirement Planning</a>
146                    </li>
147                    <li>
148                        <a href ="#Employee Benefit Plans">Employee Benefit Plans</a>
149                    </li>
150                </ul>
151            </td>
152        </tr>
153    </table>
154</div>
155
156<h3 class="services-list-cat-title">Tax Services</h3><hr>
157<a class="service-type" name="Tax Preparation"></a>
158<h4 class="services-list-title">Tax Preparation</h4>
159<p>
160Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. <P>
161</p>
162<div style='float: right'><a href='#top_page'>Go To Top</a>
163</div><a class="service-type" name="Tax Planning"></a>
164<h4 class="services-list-title">Tax Planning</h4>
165<p>
166Tax planning is an essential element of the tax preparation process.  By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.	 <P>
167</p>
168<div style='float: right'><a href='#top_page'>Go To Top</a>
169</div><a class="service-type" name="Estate &amp; Trust Tax Preparation"></a>
170<h4 class="services-list-title">Estate &amp; Trust Tax Preparation</h4>
171<p>
172Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order. <P>
173</p>
174<div style='float: right'><a href='#top_page'>Go To Top</a>
175</div>
176<h3 class="services-list-cat-title">Accounting Services</h3><hr>
177<a class="service-type" name="Accounting Services"></a>
178<h4 class="services-list-title">Accounting Services</h4>
179<p>
180Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:    <P>
181*Financial statement preparation    <P>
182*Accounting system setup for new businesses    <P>
183*Business tax return preparation     <P>
184*Personal financial statements    <P>
185 <P>
186</p>
187<div style='float: right'><a href='#top_page'>Go To Top</a>
188</div><a class="service-type" name="Audit Services"></a>
189<h4 class="services-list-title">Audit Services</h4>
190<p>
191We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficie
191ncy. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. <P>
192</p>
193<div style='float: right'><a href='#top_page'>Go To Top</a>
194</div><a class="service-type" name="Reviews &amp; Compilations"></a>
195<h4 class="services-list-title">Reviews &amp; Compilations</h4>
196<p>
197We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on two levels of assurance:    <P>
198*Review - some analytical procedures conducted with limited assurance    <P>
199*Compilation - based upon client information provided and used primarily for internal use.   <P>
200</p>
201<div style='float: right'><a href='#top_page'>Go To Top</a>
202</div><a class="service-type" name="Cash Flow &amp; Budgeting Analysis"></a>
203<h4 class="services-list-title">Cash Flow &amp; Budgeting Analysis</h4>
204<p>
205A business can be profitable and still run into trouble due to cash flow issues.  We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. <P>
206</p>
207<div style='float: right'><a href='#top_page'>Go To Top</a>
208</div><a class="service-type" name="Financial Forecasts &amp; Projections"></a>
209<h4 class="services-list-title">Financial Forecasts &amp; Projections</h4>
210<p>
211Forecasting is a necessity when trying to effectively manage and lead a business to profitability.  From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.   <P>
212</p>
213<div style='float: right'><a href='#top_page'>Go To Top</a>
214</div><a class="service-type" name="Bookkeeping/Write-Up"></a>
215<h4 class="services-list-title">Bookkeeping/Write-Up</h4>
216<p>
217Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
218</p>
219<div style='float: right'><a href='#top_page'>Go To Top</a>
220</div>
221<h3 class="services-list-cat-title">Consulting Services</h3><hr>
222<a class="service-type" name="Management Advisory Services"></a>
223<h4 class="services-list-title">Management Advisory Services</h4>
224<p>
225Even the most qualified managers can benefit from competent, objective feedback.  We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. <P>
226</p>
227<div style='float: right'><a href='#top_page'>Go To Top</a>
228</div><a class="service-type" name="Business Consulting"></a>
229<h4 class="services-list-title">Business Consulting</h4>
230<p>
231We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. <P>
232</p>
233<div style='float: right'><a href='#top_page'>Go To Top</a>
234</div><a class="service-type" name="Business Entity Selection"></a>
235<h4 class="services-list-title">Business Entity Selection</h4>
236<p>
237Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. <P>
238</p>
239<div style='float: right'><a href='#top_page'>Go To Top</a>
240</div><a class="service-type" name="Buying &amp; Selling a Business"></a>
241<h4 class="services-list-title">Buying &amp; Selling a Business</h4>
242<p>
243Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.   <P>
244</p>
245<div style='float: right'><a href='#top_page'>Go To Top</a>
246</div><a class="service-type" name="Consulting Services"></a>
247<h4 class="services-list-title">Consulting Services</h4>
248<p>
249We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically s
249ound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:    <P>
250*Type of entity selection    <P>
251*Buying/selling a business    <P>
252*Financial & retirement decisions    <P>
253 <P>
254</p>
255<div style='float: right'><a href='#top_page'>Go To Top</a>
256</div><a class="service-type" name="Pension &amp; Profit Sharing Plans"></a>
257<h4 class="services-list-title">Pension &amp; Profit Sharing Plans</h4>
258<p>
259Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals.  Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.  <P>
260</p>
261<div style='float: right'><a href='#top_page'>Go To Top</a>
262</div><a class="service-type" name="Retirement Planning"></a>
263<h4 class="services-list-title">Retirement Planning</h4>
264<p>
265Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. <P>
266</p>
267<div style='float: right'><a href='#top_page'>Go To Top</a>
268</div>
269<h3 class="services-list-cat-title">Other Services</h3><hr>
270<a class="service-type" name="Employee Benefit Plans"></a>
271<h4 class="services-list-title">Employee Benefit Plans</h4>
272<p>
273The accounting and tax issues involved with employer-provided benefit plans can be overwhelming.  We can assist with the development, implementation and administration of your employee benef
273it plan. <P>
274</p>
275<div style='float: right'><a href='#top_page'>Go To Top</a>
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