RLR, LLP is a regional leader offering a wide range of services to our individual and business clients. We are a big enough firm to have the resources and knowledge to assist you with all your accounting needs yet small enough to provide you with the best personalized quality service.

Below, we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please inquire about a service if you do not see it listed.

Tax Services

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Tax Planning & Preparation

rlr, LLP prepares hundreds of tax returns for individuals, all types of businesses, trusts and nonprofit entities.  Along with tax compliance we provide consulting services, estate and trust planning, and retirement planning.

Changes to the tax laws are constant and our tax advisors work full time to stay current with the new laws and legislation.  By keeping current with these tax laws, using our expertise and experience and a proactive approach we are able to develop your individual or business tax plan that includes smart tax strategies such as timing income and deductions, contributing to a retirement plan, making additional charitable contributions,  tax incentives, estate, gift or succession planning.

 Tax Planning for Individuals

• Estate & gift tax planning
    - Strategies to reduce the amount of transfer taxes
    - Timing of transfers & mode of transfer
    - Financial security for children
    - Tax planning tied to transfer goals
• Income tax projections  
    - Tax impact of proposed future transactions 
    - Budgeting tool for cash flow
    - Importance of timing and structure
• Personal financial planning
    - Budgeting financial resources to meet retirement, gifting, education
      & other goals
• Family tax planning, including divorce
• Retirement planning

 Business Tax Services

• Business restructuring
• Compensation planning
    - New Rules Govern Deferred Compensation Plans
• Corporate tax planning
• Multistate taxes
• Property taxes
• Real estate cost segregation analysis
• Sales and use taxes
• Employee benefit plans

Payroll Services

Ready to hire employees? Have employees and need help managing paryoll? We're here to help.  We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can help you develop a payroll system and prepare your payroll when you need it - wheither that's weekly, biweekly or monthly. We take care of preparing all necessary payroll tax returns in a timely manner and provide you with beneficial reports to help you manage your finances.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Tax Planning

What is your tax plan? Tax planning is an essential element of the tax preparation process. If you aren't sure what your plan is or need help developing your tax plan, our experts can provide you with guidance, information and strategies to create a plan that's right for you.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation
- Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business

Accounting Outsourcing

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Accounting Outsourcing

rlr, LLP provides a variety of services to help you manage your company’s financial needs. Concentrate on doing what you do best and allow us to provide you with the support services that you need. Examples of the accounting services you may find beneficial include:

• Payroll  and payroll return processing
• Accounts payable processing
• Financial statement preparation
• Monthly bookkeeping
• Monthly & year-end closing assistance
• Sales tax preparation
• Account reconciliation
• Depreciation schedules
• Accounting software set up and assistance
• QuickBooks Pro Advisors

Accounting Services

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Audit and Attestation Services

We provide financial reporting on four levels of assurance:

• Audit- an intensive examination with the highest level of assurance. Audits are conducted in accordance with audit standards generally accepted in the United States of America as established by the Auditing Standards Board and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. We plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes consideration of internal control over financial reporting as a basis for designing audit procedures, and examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. Upon completion of audit, we issue a complete audit reporting package including audited financial statements, an in-depth management/internal control letter, and a letter communicating the results and details of our audit to those charged with governance. Our audit service also includes an exit conference with management and those charged with governance to present the financial statements, management letter, discuss our recommendations and address any issues or concerns of the organization.

• RLR also specializes in federal compliance audits in accordance with OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations, which are required for any organization expending $500,000 or more in federal grant funds during any fiscal year. A-133 audits are planned and performed to obtain reasonable assurance about whether noncompliance with federal requirements that could have a direct and material effect on a major federal program, has occurred. An A-133 audit includes examining, on a test basis, evidence about the organization’s compliance with requirements and performing such other procedures as are necessary in the circumstances.

• Agreed Upon Procedures – specifically designed procedures to achieve a level of assurance determined by the organization. These engagements are to issue a report of findings based on specific procedures performed on specific subject matters. Agreed upon procedures engagements are performed in accordance with the standards issued by the American Institute of Certified Public Accountants. These are often smaller scoped projects than what is required under an audit of financial statements in accordance with generally accepted auditing standards, but can be designed to be similar to procedures performed during a financial statement audit. An agreed upon procedures engagement will offer you clear results of our procedures in accordance with our professional standards.

• Review - some analytical procedures conducted with limited assurance. Financial statement reviews are performed in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants, and consists principally of inquiries of organization personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with generally accepted auditing standards, the objective of which is the expression of an opinion regarding the financial statements taken as a whole. Accordingly, no such opinion is expressed. The objective of a review is to express limited assurance about whether any material modifications should be made to the financial statements in order for them to be in conformity with generally accepted accounting principles.

• Compilation - based upon client information provided and used primarily for internal use. Compilations of financial statements are performed in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants, and is limited to presenting in the form of financial statements amounts, disclosures and other information that is the representation of management. The compilation of financial statements does not include the performance of audit, review or other attestation procedures and accordingly, no opinion or any other form of assurance is expressed.

Cash Flow & Budgeting Analysis

A 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.

Financial Forecasts & Projections

Forecasting 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.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Audits, Reviews and Compilations

We 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 all three levels of assurance:

• Audit- an intensive examination with the highest level of assurance
• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided and used primarily for internal use.

Other Services

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Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

Consulting Services

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Business Consulting

We 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.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Business Entity Selection

Choosing 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.

Consulting Services

We 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. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions
• Estate, trust & gift planning

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Management Advisory Services

Even 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.

Buying & Selling a Business

Structuring 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.