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Services

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Shinault Baker & Company provides a wide range of services to individuals and businesses in a variety of industries. The Firm strives to meet each client's specific needs in planning to achieve their goals in an ever-changing financial and regulatory environment. Shinault Baker & Company's professional services include:


Tax Management Services

Shinault Baker & Company guides 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. The Firm's expertise, experience, analysis, and thorough research allow optimization of financial opportunities to be found in tax laws. Shinault Baker & Company stays abreast of recently altered tax laws, as well, and can make sense of your receipts, bills and notices.

Accounting Services

From startups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Shinault Baker & Company's accounting services steer you closer to these goals with accurate record-keeping and reporting. Additionally, the Firm will support you on financial issues, such as initial accounting system setup, cost-containment, tax planning, investing, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Assurance and Advisory Services

Shinault Baker & Company focuses 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 clients face the challenges of business planning and execution. Clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures to take advantage of changes in the marketplace, accounting standards, and tax law. Assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, estate planning maintains a smooth succession of ownership. Shinault Baker & Company'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. Carefully planning your taxes and estate helps your loved ones avoid frustrating complications during a time of loss.

Financial and Retirement Planning

Shinault Baker & Company's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. The Firm can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and succession planning. Whether you are developing an investment strategy or evaluating current investments, Shinault Baker & Company can ensure your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is lengthy, but Shinault Baker & Company can help you take the proper steps to reach your goals.

IRS Representation

Professional representation can be vital during an audit, and Shinault Baker & Company's experience with tax authorities helps guide clients communicate with federal and state agencies. If you have been chosen for an audit, the professional representation you find with the Firm will calm many of your concerns. Shinault Baker & Company is ready and willing to answer any and all questions the IRS may ask you.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business, but it can also be complicated and time-consuming. Shinault Baker & Company can help you with the organization and day-to-day tasks of bookkeeping, so you can focus on the foundation of your business.

Payroll Services

Shinault Baker & Company's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is a complex process. Shinault Baker & Company simplifies the development, implementation, and administration of your benefit, retirement, and profit-sharing plans. The Firm focuses on rewarding your employees in such a way that helps reach your company's financial and business goals, whilst maximizing tax advantages. As your business reaps the benefits of growth, your employees will also be rewarded for the hard work that contributed to the organization's success.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Shinault Baker & Company can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the survival of the business. The Firm can help you analyze your spending and re-balance your budget and/or debts for an optimal cash flow to support the success of your business. Your balance plan will be revisited if and when there are any major changes in your business structure. This ensures you are operating at an optimal level. With the guidance of Shinault Baker & Company, you will always be in control of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but everyone can benefit from planning for it. Shinault Baker & Company analyzes your business to produce financial projections that will help you manage your business plan and spending. The Firm makes a point of consistently tracking market trends to prepare your business for coming changes; forecasting is imperative to your company's success. Upon establishing your needs, Shinault Baker & Company will personalize a plan for your business, from extensive reports to detailed financial models.

Mergers, Acquisitions, and Sales

Mergers and acquisitions can be stressful and complex, but Shinault Baker & Company maintains the dexterity to ensure you successfully structure and negotiate terms. The Firm employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With Shinault Baker & Company's expert advice, you can make the decisions for your business that will optimize its success.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Shinault Baker and Company 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.

International Taxation

Shinault Baker & Company maintains an extensive knowledge base of international taxation through experience in the following areas: foreign corporations doing business in the U.S., foreign citizens working in the U.S., taxation of U.S. companies conducting business abroad, and residents working abroad.

Reviews and Compilations

Shinault Baker and Company's financial statement services provide appropriate assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

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.


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