Martz & Wilson, LLP


Our Services

INDUSTRIES SERVED:
 

  • Auto Dealerships
 
  • Not For Profits
  • Construction
 
  • Professional Services
  • Entertainment & Leisure
 
  • Real Estate
  • Financial Services
 
  • Restaurants
  • Franchises
 
  • Retail
  • Health Care
 
  • Technology
  • Manufacturing
 
  • Telecommunications
  • Natural Resources
 
  • Wholesale Distributors

 
PROFESSIONAL SERVICES PROVIDED:
 

  • Accounting Services
 
  • Employee Benefit Plans
  • Audits, Reviews and Compilations
 
  • Estate Planning
  • Business Entity Selection
 
  • Expert Witness
  • Business Succession Planning
 
  • Financial Forecasts & Projections
  • Business Valuations
 
  • IRS Representation
  • Buying & Selling a Business
 
  • Litigation Support
  • Cash Flow & Budget Analysis
 
  • Management Advisory Services
  • Debt &Financing Services
 
  • Retirement Planning
  • Quickbooks Training

 
FOCUS:
 
We are committed to helping our clients successfully manage their business, maximize their profitability and provide solutions that not only meet but exceed their personal and professional needs.
 
Whether you are just beginning your business venture or have been in business for years, our role is to enable you to obtain your business goals. We will discuss your business objectives with you to help you develop a customized business plan.
 
Proper planning increases your ability to control many variables that can ultimately affect your bottom line.
 
Our approach results in significant savings and growth for our clients.
 
 
IDEAL CLIENT PROFILE:
 
  • Decision maker – An owner , executive or manager of a business or organization with the authority to bring about changes.
 
  • Focused on continuous improvement – Is not satisfied with the status quo. Always looking to become better.
 
  • Willing to invest in future – Will invest time and money today to create the future they envision.
 
  • Respects and utilizes professionals – Utilizes the wisdom of Henry Ford who reportedly said, “It isn’t my job to know all the answers, but it is my job to know people who do and to use their advice.” (paraphrased)

Accounting Services

Bookkeeping

Complete bookkeeping services for small businesses.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Other Services

Financial Planning

Full service Financial Planning for future goals.

Business Valuations

Establishing the proper value of a small business.

Tax Preparation Services

Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

Business Tax Returns

A variety of small business tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.