Tax Tax Planning and Preparation for Individuals, Corporations, Partnerships, and Estates; Representation Before IRS and State Taxing Authorities in Tax Examinations; Financial Services Asset Management; Education Planning; Retirement and Investment Planning; Estate Planning; Cash and Liability Management; Payroll Payroll Preparation; Payroll Tax Returns; Business Valuations Valuations of Businesses for Pending Sales; Divorce Cases; Auditing Auditing for Colleges, Businesses, and Non-Profit Organizations; Fraud Investigation; Financial Statement Preparation Compilations and Reviews; Information Technology Computer Consulting; Supplying Computer System Design; Instruction, and Support; Management Consulting Efficiency Studies; Payroll Systems; Employee Handbooks; Benefit Plans; Workers' Compensation; and more; Other Services Real Estate Accounting; Estate Planning; Eldercare Services; Litigation Support Services; Tax Planning and Return Preparation Services The most recognized service that Warner & company provides is individual tax return preparation. Although the majority of our clients reside in New Jersey, our staff is familiar with many other states' laws, especially Delaware and Pennsylvania. Tax returns are prepared on our computers using the most up-to-date software packages. This allows us to have most returns completed within two to three weeks after your initial appointment and enables us to prepare tax projections before the end of the year. Tax projections are vital to individuals making decisions that will affect their taxes. The projections calculate expected tax liability so that we can advise our clients if any additional tax payments are required. Not only do we prepare tax returns accurately and efficiently, but we also review each client's information to ensure that they pay the minimum tax within the Internal Revenue Service regulations. We are available for tax consultations during evenings and weekends, as a convenience to our clients. Warner & company prepares corporate and partnership tax returns for a great number and wide variety of clients. In addition to preparing tax returns, we help business owners with tax planning and other important issues. For More Information Please Contact Us Payroll Services In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs from issuing the payroll checks to filing the necessary tax returns. Business Valuations ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions. Auditing Services Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles. Warner & company has provided accounting and audit services to numerous non-profit organizations, business entities, and pension plans over the years. Non-profit organizations may need audit services if it receives funds from other organizations. Audits are also required if revenues exceed certain Internal Revenue Service Guidelines. Organizations receiving more than $25,000 will also require Internal Revenue Service reporting. Pension plans also may need audited financial statements if the plan contains more than one hundred participants. Financial Statement Preparation Many of our clients need financial statements, but do not necessarily require them to be audited. In these situations, we prepare either compiled or reviewed financial statements. These statements are usually sufficient to meet the needs of lenders and other potential users. However, since we are not required to provide full assurance on the statements, it takes less time to prepare them, thus reducing the fees.   Warner & company uses "state-of-the-art" computer equipment and programs to handle accounting and tax functions and to streamline our operation, resulting in more efficient service to our clients. We have the technology to process: General Ledgers and Financial Statements Individual, Corporate, Partnership and Fiduciary Tax Returns and Electronic Filing Personal Financial Planning and Estate Planning Tax Research and Forms Amortization and Depreciation Schedules Payroll Checks and Reports, Payroll Returns, W-2's and 1099's Accounts Payable and Accounts Receivable Spreadsheets and Documents E-mails, task and appointment scheduling Power Point Presentations and Web Page Design Practice Management Reports How we can help with Your Technology Needs   Our professional staff is available to perform on-site evaluations of your computer needs, both hardware and software. Based on our assessment, we offer sensible solutions and affordable alternatives. We support several of the widely used client accounting software packages. As a part of our consulting services, our professional staff evaluates your needs and suggests the accounting software that best fits those needs. In addition to consulting, our staff can install, setup, and train you and your staff on the selected software. Some of the accounting software packages we support are Creative Solutions Client Bookkeeping Solutions, Peachtree Complete Accounting and QuickBooks. Our company is an active member of the QuickBooks Advisor program. Our information technology professionals are constantly researching new technology to keep up-to-date in this fast moving technology age. The following are, but not limited to, the areas our staff has experience in: Hardware purchasing, setup and configuration Software installation and configuration Hardware troubleshooting Web Page & Presentation design On-Line Firm Manual design Configuration of E-mail systems Spreadsheet & Macro Design Information technology training (software & hardware) Client Bookkeeping Solutions QuickBooks Advisory Program Peachtree Complete Accounting   Client Bookkeeping Solutions Client Bookkeeping Solutions is a Windows base program designed for business owners and bookkeepers who want to maintain accurate and comprehensive bookkeeping records while relying on their accountants for the more complex accounting work. The basic module of Client Bookkeeping Solutions is called CheckWriter. CheckWriter can provide small businesses all the capabilities to manage their checkbook records. It allows them to streamline tasks such as data entry for regular and noncalculating payroll checks, check printing, and report preparation. There are three optional modules in Client Bookkeeping Solutions for businesses with more advance bookkeeping needs. Paycheck is one optional module available to perform full-featured calculating payroll. The other two add-on optional modules can provide businesses with Accounts Payable and Accounts Receivable processing capabilities. Please contact our technology department to discuss Client Bookkeeping Solutions' capabilities and how it will benefit your business. Jan M. Kosior mgr@cpawarner.com 856-769-0707 Client Bookkeeping Solutions website QuickBooks Advisory Program Intuit offers several QuickBooks software products to meet your needs. QuickBooks Basic will help you manage your small business operations from paying bills to tracking inventory. QuickBooks Pro accomplishes all of the QuickBooks Basic tasks with additional features of job costing, time tracking, and estimating. Pro also integrates with Microsoft Word, Excel, Outlook, and ACT to give you the ability to customize spreadsheets, reports and much more. Jan M. Kosior Certified QuickBooks ProAdvisor mgr@cpawarner.com 856-769-0707 QuickBooks website Peachtree Complete Accounting Peachtree is a windows based accounting software program for companies that want to effectively manage their time, books and business. This user-friendly program handles all major accounting functions including: Check writing Bill Paying/Accounts Payable Analysis Invoicing/Accounts Receivable Analysis Payroll and Payroll Tax Analysis Inventory Fixed Assets Peachtree offers over 125 standard reports and financial statements. You can also customize your own reports to meet your business's individual needs. These reports allow you and your accountant to effectively review your company's profit and loss and help ease your management duties. Please contact our technology department to discuss Peachtree's capabilities and how it can benefit your business. Jan M. Kosior mgr@cpawarner.com 856-769-0707 Peachtree Complete Accounting website Management Consulting Warner & company prides itself on the multitude of services we provide to our clientele. We credit our successful operation to the diversified background of our professional and support staff. The vast knowledge they possess allows us to offer expert opinion in all phases of accounting and business management. Outlined in the paragraphs to follow, you will find explanations of some of the "MAS" services that we provide. Administrative Manuals Warner & company recommends that all businesses protect themselves by documenting their policies and procedures. We have found that the installation of employee handbooks helps to increase productivity, morale, and profitability. Our administrative personnel have created a number of customized manuals for both the firm itself and other businesses. We are committed to keeping informed of new federal and state regulations. Manuals we have produced are listed below. Human Resources/Personnel Manual Quality Control Manual Partner's Manual Accountant's Manual Office Manager's Manual Secretary's Manual Computer Manual Other Services Warner and company is also experienced to handle a wide variety of other services, many of which you may not generally considered to be performed by an Accounting Firm. Examples of such services are listed below: Many of our clients own real estate for rentals and/or investment purposes. Our role is informing our clients as to what expenses are deductible, computing depreciation expense, if appreciable, and determining the taxable gain or loss when the property is sold.   Estate Planning The Death Tax lives, therefore, many individuals still need to properly plan to ensure the majority of their estate will be passed onto their beneficiaries, rather than the Internal Revenue Service or State Tax Department. Determining whether a person should increase their annual gift giving or create a special trust to receive their estate assets should be reviewed on an individual basis. Our number one objective is to assist our clients in ensuring their estate assets are transferred to the beneficiaries as desired. Once this is accomplished, we then will create a plan to make the transfer of assets as tax favorable as possible. Eldercare Services Eldercare is a service designed to provide assurance to family members that care goals are achieved for elderly family members no longer able to be totally independent. The service will rely on the expertise of other professionals, with the CPA serving as the coordinator and assuror of quality of services based on criteria and goals set by the customer. The purpose of the service is to provide assurance in a professional, independent, and objective manner to third parties (children, family members or other concerned parties) that the needs of the elderly person to whom they are attached are being met. Litigation Support Services We have been called upon by numerous attorneys to perform computations and prepare reports that are vital to their clients' claims. Examples of such services that we have performed include: -Discovering and proving employee theft and quantifying the potential amount of loss -Calculating damages incurred due to contract violations -Computing the tax effects of assets received in a divorce settlement In many cases, not only are we requested to prepare a written report, but we also have been called upon to be an expert witness. For More Information Please Contact Us Real Estate Accounting How we can help with Your Technology Needs Information Technology Services