OUR SERVICES Evans & Baldwin, PC is a full service CPA firm. At Evans & Baldwin, PC you get more than just a tax return. We offer a variety of services customized to meet your needs: Tax planning and preparation Accounting and auditing Bookkeeping and payroll compliance Trust and estate - planning, tax preparation and administration Business planning and consulting   TAX PLANNING AND PREPARATION SERVICES   At Evans & Baldwin, PC, we strive to be the best for our clients. Sure, we offer traditional tax compliance services, but it goes beyond that. Our goal is to save clients money by developing proactive strategies that take advantage of tax saving opportunities contained in the law. This process is ongoing throughout the year, not just at filing time.   We specialize in the following areas: Income tax planning and preparation for  business and individuals Estate, trust and gift planning and tax preparation Representation before the taxing authorities Sales and use tax compliance Multi-state compliance   ACCOUNTING AND AUDITING SERVICES   Whether you are a privately held business or a nonprofit organization, you must prepare reports on financial performance. Financial reports help managers make decisions, enable creditors to evaluate loan applications, and provide individuals information to make investment decisions.   Evans & Baldwin, PC assists clients in determining what level of financial reporting is needed by providing three distinct financial statement services.   A Compilation is useful to entities that need help in preparing their financial statements.   A Review may be adequate for entities that must report their financial position to third parties, such as creditors or regulatory agencies. A review provides limited assurance that no material changes need to be made to the financial statements for them to be in conformity with proscribed accounting principles.   An Audit is the most extensive service, and is appropriate for entities that must offer a higher level of assurance to outside parties. An unqualified audit opinion from a CPA provides reasonable assurance to outside parties that the entity’s financial statements fairly present its financial position and results of operations in accordance with proscribed accounting principles.   Other accounting and auditing services we provide include: Review of accounting systems Budgeting & forecasting Agreed-upon procedures Preparation of personal financial statements     BOOKKEEPING AND PAYROLL COMPLIANCE SERVICES   These services are available to free the business owner to do what they do best - run the business and generate profits.  We will work with you to organize your accounting information into financial statements and schedules to help your business run smoothly.   Evans & Baldwin, PC can provide these services on whatever basis meets your business needs, including monthly, quarterly, semiannual or annual schedules.  We have the ability to work with electronically submitted information from QuickBooks or your paper records.   Services we have available include:  Bank reconcilation, preparation of financial statements and other management reports, quarterly and annual payroll tax returns, preparation of Forms 1099, state and city sales tax reports and billing and accounts receivable maintenance.    Evans & Baldwin, PC can provide continuity, confidentiality and security for your bookkeeping records and payroll.  Using our services will allow you to get back to business.            TRUST AND ESTATE – PLANNING, TAX PREPARATION AND ADMINISTRATION   When you’ve worked all your life to accumulate assets for the benefit of yourself and your family you don’t want “unintended heirs” such as the tax collector and estate administrator to benefit financially at the expense of your intended heirs.   Debi Baldwin is a certified specialist in the trust and estate area with the know how to ensure you’ll achieve your goals. Debi will listen to your needs and recommend ways to save estate taxes and administrative expenses. Even if you’re not facing estate taxes, planning is still crucial to ensuring your wishes are met. In the absence of a written will or trust, the State of Arizona will determine where your property goes.   Debi will work with attorneys, trust officers, investment managers and others on your behalf. Once she has assisted in creating your estate plan, she will review it periodically to ensure your goals are being met.   Estate planning services include:   Estate planning and periodic review Estate tax, estate and trust income tax and gift tax return preparation Assistance for individual trustees and executors with trust/estate administration Business succession planning     BUSINESS PLANNING AND CONSULTING  Whether you are starting a new business, expanding or reducing your business, going through a merger/acquisition or passing the business to your heirs, Evans & Baldwin, PC can help you in making the decisions that are right for you. Our business planning and consulting services include:     Entity selection     Budgets and projections     Incentive and retention packages     Operations and efficiency assistance     Organizational structuring     Succession planning     Developing and implementing business plans     Analysis of financial statement effects of proposed transactions     Performance/margin analysis