Bradford & Associates, P.A. provides a wide range of services to individuals and businesses from a global perspective. At Bradford & Associates, P.A. we strive to meet each client’s specific needs in planning for their future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
At Bradford & Associates, P.A., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently changed tax laws. We are knowledgeable and current on the tax laws.
Whether you're a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., Bradford & Associates, P.A. can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. We can help you make sense of how you are affected by them.
Knowledgeable representation can be vital during an audit. Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries to rest. We will represent you and answer any and all questions that the Internal Revenue Service may be asking of you on your behalf.
If you are facing a lien, levy or other enforced collection action, we can communicate directly with the Internal Revenue Service and make every effort to work out a resolution which is satisfactory to both you and the Internal Revenue Service. It is our job to remove the stress and fear that you may be undergoing as a result of your dealings with the Internal Revenue Service or other government taxing authorities.
Bradford & Associates, P.A.'s financial statement services comprise all three levels of assurance depending on your company's needs.
- Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits to ascertain the validity and reliability of your information.
- Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures to your financial statement information and identify any items requiring further analysis.
- Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Bradford and Associates, P.A. has been involved with specialized accounting rules and regulations throughout our history that apply to Not-For-Profit Organizations. We are well versed in the issues of compliance which are usually necessary for grant funding and the method of recordkeeping that is being employed by the Organization to determine that it meets the many requirements that exist in the Not-For-Profit arena.
We have preformed audits of major Not-For-Profit Organizations. Our long history of working with Not-For-Profit Organizations makes us one of the best resources available to you. We are available to help you with the monitoring, compliance and reporting requirements of your Not-For-Profit Organization. We will also navigate you through the myriad of rules and regulations that are required. We are uniquely qualified to assist your Not-For-Profit Organization so that your Organization may fulfill its mission statement.
At Bradford & Associates, P.A., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad of challenges in business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Transaction structuring and negotiations
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Bradford & Associates, P.A. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Effective estate, trust and succession planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Bradford & Associates, P.A.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well designed plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss and transition.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Bradford & Associates, P.A. offers the following solutions to help meet your QuickBooks needs:
Personal Training - We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation - We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup - We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support - Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review - Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Bradford & Associates, P.A. litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.
Bradford and Associates, P.A. is recognized by the American Institute of Certified Public Accountants (AICPA) as Certified in Financial Forensics (CFF). This permits us to preform in depth evaluations of any books and records to determine if they are systematically functional and to further determine if any improprieties exist. Our forensic evaluation provides information necessary to determine if there are systemic defects in your accounting records and to provide consultation as to how such weaknesses may be remedied.
The range of needs for valuing businesses continues to widen, and Bradford & Associates, P.A. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.