Services Tax Services Income Tax Planning As one of the few remaining large local firms in central Iowa, BLPC strives to provide excellence in the tax area. Due to the complicated and ever changing nature of the tax arena our firm has developed a separate tax department. We offer a full-service tax department and focus on more than just the preparation of tax returns. Our philosophy is to use a pro-active approach to taxes by providing creative and innovative tax planning for individuals and businesses. We do not view Income Tax Planning as solely reducing the current year tax liability. We try to focus on the some times overlooked "Big Picture" which encompasses current and future income and employment taxes, estate and gift taxes, and other potential unforeseen taxes. Our pro-active approach encompasses the use of Income Tax Projections, Estate Planning, Retirement Planning, Pension and Employee Benefits Consulting, Closely-Held Business Succession Planning, Business Sale and Liquidation Planning and Consulting, Mergers and Acquisition Planning, and Consulting to name a few. To discuss possible services that our tax department can offer to you or your organization e-mail mike@brookslodden.com.  ·         Tax Return Preparation ·  Individuals ·   Corporations ·   Partnerships ·   Fiduciary (Estates and Trusts) Exempt Organizations Employee Benefit Plans Retirement and Estate Planning IRS Representation Financial Statements (Assurance Services) Audits Reviews and Compilations  Forecasts and Projections Attestations and Agreed Upon Procedures Accounting Services General Ledger and Financial Statements Accurate monthly financial statements are an essential for the closely-held business or organization. Inaccurate or untimely financial information can make the necessary decision making difficult, possibly leading to incorrect decisions. Today`s accounting environment is changing. It is now more difficult than ever to find key accounting personnel who are capable of generating accurate and timely financial information. This is why outsourcing this responsibility has become quite attractive. Brooks Lodden, P.C. performs general ledger and financial statement services for a wide variety of clients. The service can be as simple as taking information prepared by your employees and generating a financial statement to performing payroll services, accounts payable, accounts receivable, cash disbursements, and maintaining a general ledger. To further discuss these services and how they will benefit your company or organization, please contact brent@brookslodden.com. Payroll processing Accounts payable processing Temporary "controllerships"   Unique Services to Businesses and Individuals Business Valuations Brooks Lodden, P.C. has been one of the pioneers in providing independent valuation services to the Iowa business community and beyond. Valuation services are typically provided for closely-held businesses for some of the following reasons: Tax Purposes: ·         Estate tax planning ·         Gifting of stock (or partnership interests) ·         Employee stock ownership programs ("ESOPs") ·         Buy-sell agreements ·         Life insurance planning ·         Purchase price allocation ·         Determine reasonable compensation in IRS disputes Litigation Purposes: ·         Divorce ·         Damage assessment or economic loss assessment ·         Minority shareholder disputes ·         Bankruptcy and insolvency analysis ·         Partnership dissolution ·         Litigation support and expert testimony Mergers, Acquisitions, and Reorganization Purposes: ·         Purchase or sale of business interest ·         Going public ·         Spin-offs ·         Stock issuance ·         Transaction analysis To discuss possible services that our business valuation experts can offer you and your organization or to find out more information regarding these services e-mail tal@brookslodden.com.