Services
Individual & Business Tax
- Tax Planning – The best time to prepare for the upcoming tax season is before it starts. We provide services to assist you throughout the year to maximize deductions and make sound decisions for you and your business.
- Tax Preparation – Tax laws are getting more complex by the year. We can provide the expertise and help you prepare for your return whether you own your own business or are filing your individual tax return to minimize your tax burden.
- Tax Problems – There are numerous instances where an individual, or a business, might receive a notice from the IRS due to an incorrect filing or mistake on a return. We can help you deal with the IRS whether you are being audited or owe back taxes. You do not have to face the IRS alone.
Assurance Services
There are times when you are operating a business it will be necessary to compile various financial statements. Lenders, or other third parties, require proof of financial availability to process transactions. Providing them with accurate, thorough reports will increase your chance of financial requests being approved, and helping your business grow.
Compilation
will review the financial information for obvious material misstatements. A compilation report is provided stating we have reviewed the information in the compilation but do not provide an opinion.
Review
Reviewed financial statements provide limited assurance on the financial statements. We will review and provide assurances to the accounting practices and principles used by the entity by analyzing the information provided by the client and enquiring about any unusual trends. There is no independent verification about accounting transactions. A review provides limited assurance stating the financial statements are free from any material misstatements and determine if they meet generally accepted accounting principles.
Audit
Audited financial statements are the highest level of assurance service that a CPA performs and are intended to provide the user comfort on the accuracy of the financial statements. In an audit, we are required to obtain an understanding of an entity’s internal control, assess fraud risk, and corroborate the amounts and disclosures included in the financial statements by obtaining audit evidence through inquiry, physical inspection, observation, third-party confirmations, examination, analytical procedures, and other procedures as necessary.
Forensic Accounting Services
Forensic accounting is an area that deals with litigation threats. We utilize our accounting and auditing skills in order to provide financial records related to fraud and theft investigations. We can assist in determining the extent of illegal accounting practices or financial loss by providing a forensic analysis of accounting records. After the close of the investigation, we will analyze the information and present an accurate measurement for use in litigation. From fraud detection to attestation services declaring no malfeasance, these services can provide the answer to crucial questions about financial discrepancies within your organization. Contact us if you are having trouble reconciling your records and you must find the answer, we could provide the solution.
Nonprofit Accounting Services
At Plodzik & Sanderson, P.A., we specialize in delivering tailored financial solutions to nonprofit organizations. With a deep understanding of the unique regulatory and operational challenges nonprofits face, we offer comprehensive services to ensure compliance, transparency, and financial success.
Our nonprofit services include:
- Financial Statement Audits: Providing independent audits to enhance financial credibility and meet donor or grantor requirements.
- Preparation and Filing of Form 990/990T: Ensuring accurate and timely compliance with IRS reporting obligations.
- Uniform Guidance and State Compliance Audits: Helping nonprofits meet federal and state audit requirements with precision and professionalism.
- Accounting and Bookkeeping: Offering day-to-day support to streamline your financial operations and maintain accurate records.
Partner with Plodzik & Sanderson, P.A. to navigate the complexities of nonprofit finance with confidence and clarity
Bookkeeping/Payroll Services
We offer tailored bookkeeping services to the local community based on your individual needs. You do not need to hire a full-time individual, we can provide the accounting services you need on a monthly, quarterly, or annual basis. You can save on the hiring costs spent on advertising, insurance, training, and overseeing job performance. Services provide include, but are not limited to:
- Accounts receivable and payable
- Invoicing
- Bank and credit card reconciliation
- Budgeting and financial consultation
- Payroll
- Federal and State income taxes
- Financial statement preparation
Governmental Auditing Services
Since 1975, Plodzik & Sanderson, P.A. has been a trusted partner in financial and compliance audits for local governments. With decades of specialized experience, we understand the unique challenges governmental entities face and deliver tailored solutions to meet their needs. Our team, many of whom have dedicated their careers to serving governmental organizations, brings in-depth expertise and commitment to exceptional service. This ensures we provide the highest level of professional support.