Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review – some analytical procedures conducted with limited assurance
*Compilation – based upon client information provided and used primarily for internal use.
Employee Benefit Plan Audits
At Burt & Company CPAs, we are committed to achieving the highest quality audit possible. We understand the complexity of performing employee benefit plan audits and that’ s why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact your firm’ s employee benefit plan audit.
With over 20 of years experience, we plan and execute our audits in a way that maximizes audit efficiency and quality and we offer your plan administrator and human resources personnel confidence in their plan reporting and management.
Our Quality Commitment
As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.
At Burt & Company, our goal is to continue to enhance our quality initiatives within our employee benefit plan audit practice to deliver the highest quality audit services possible.
Employee Benefit Plan Audit Services
Our employee benefit plan audit services include:
- Pension, health and welfare, and 401(k) plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL).
- Consulting services related to employee benefit plans
- Preparing IRS Form 5500 and summary annual reports
- SAS 70 audit engagements
Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various continuing education programs including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars and by reviewing monthly publications.
Employee Benefits Plan News
Please look out for our quarterly Burt & Company Audit & Accounting newsletter for recent articles and news about Employee Benefit Plan Audits, as well as other attestation news.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
– Estates, trusts & gift
– Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Job Training Incentive Program (JTIP)
As a State of New Mexico Job Training Incentive Program recipient, you are an organization that’s in the process of staffing up. Whether you’re a new company to New Mexico or an expanding company, you have an important mission to fulfill. At Burt & Company, we understand that sorting through the regulatory maze imposed by the state is not the focus of that mission. Our Job Training Incentive Program services team can guide you through the intricacies of this process and provide you with appropriate solutions to your questions. Whether you need help creating and implementing a new hire and/or training system, or you’re at the end of your contract period and need the required audit, let our experience help you better serve the people you care about — your employees.
We can help you manage your Job Training Incentive Program award to its fullest potential:
Development and implementation of new hire tracking system Development and implementation of training database Organization of existing records to facilitate successful audit Follow-on proposal development.