Accounting Services We Provide
Tax Preparation - We offer all the traditional tax preparation services that you would expect from any CPA firm. We have experience in Individual, Corporation, Partnership, LLC, Estate and Trust tax returns. We have a thorough review process that ensures the accuracy of tax returns when they leave our office. We also offer delivery appointments for every client. We want to make sure you understand your tax return after we finish it. We will explain refunds or taxes due and answer any questions you have at this meeting.
Real Estate & 1031 Exchanges - We offer advice and planning for your complicated real estate transactions. Cash flow projections and break even analysis as well as cost segmentation studies for new properties.
Retirement Planning - We can help in the analysis of retirement plans for your small business. We have many years of experience in assisting our clients find the correct plan to meet their goals.
QuickBooks Support - We know you have questions and we can answer them. We have used QuickBooks for many years for our own accounting. We are here to answer all of your questions as well as help you in setting up your business on the most used accounting software in the world.
Business Succession Planning - Transferring your business to new owners can be very challenging. We have the experience to make that transition go smoothly. We have assisted many clients in preparing their business for sale and helped in negotiations to get the right price. We focus on the net sales price to ensure that as the seller you get the most money in your pocket.
Estate and Gift Taxation - This area will see some major changes in the next 3 years. At Gerdes Dodge we are committed to staying up with the ever changing tax code so that we can keep you informed of the current status. We offer tax planning ideas that can help reduce or eliminate your estate tax burden. Ask us about Family Limited Partnerships(FLP), Charitable Remainder Trust(CRT), or donor advised funds.
Specialist in the following areas
Our firm has gained extensive experience in the following areas.
Real Estate Investors - We have helped many businesses acquire and sell properties with proper tax strategies to return the highest potential return on your investment.
Construction/Development - Choice of entity, assistance with determining the proper ownership of the assets, maximizing depreciation and determinations of the usage of the percentage completion or the completed contract method of accounting for long-term contracts.
Manufacturing - We have helped many of our manufacturing clients take advantage of tax breaks and benefits available to them.
Retail - We have many years of experience in helping our retail customers maximize there bottom line. We have helped our clients calculate the UNICAP inventory method.
Medical Practices - Medical, Dental, Vision and laboratory services. We have helped many of our clients succeed with the special tax and liability considerations that should be considered for professional practices and ownership of assets.
Gerdes Dodge, has been my personal and business CPA firm for a number of years now. I always trust that they are on top of all the new tax law changes and doing quality and accurate work on my tax returns. I recommend them to friends, business associates and clients all the time.
Rob Moore – owner Arbor Mortgage Group