The accounting, tax and consulting services offered Estep-Doctor & Company have evolved as a response to what you, our clients, need most.
Among locally owned firms in east-central Indiana, we have grown to offer you a broader menu of services and capabilities than you may be able to find elsewhere. But being a small firm in comparison to the international giants, we are able to provide a personalized level of attention and service that ensures your needs and goals are being met.
This is an important balance to strike, and it is why we can say your success is our goal.
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What can we do for you?
Accounting Software Selection & Implementation
With the number of accounting software packages available for small businesses and individuals, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. Click to inquire.
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Compilations, Reviews & Other Assurance Reports
Compilation Engagement
We can assist you in the preparation of your financial statements in accordance with professional standards, creating useful tools for management and decision-making. Take full advantage of our expertise as we not only help produce the necessary financial reports, but help you make sense of them as well.
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Review Engagement
A review engagement involves providing financial statements and giving limited assurance the statements that we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in accordance with professional standards using an acceptable reporting framework. A review includes primarily applying analytical procedures to management’s financial data and making inquiries of company management. For a review engagement, we are required to be independent of your Company to meet our other ethical responsibilities in accordance with the relevant ethical requirements related to our review.
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Agreed Upon Procedures Engagement
An agreed upon procedures engagement is exactly as it sounds. We agree, in writing, to perform procedures for your Company and report on the findings. We are required to be independent with respect to your Company as well. Upon conclusion of the procedures, we will issue an Independent Accountants’ Report on Applying Agreed-Upon Procedures detailing the procedures performed and our findings.
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Bookkeeping & Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with day-to-day bookkeeping tasks as well as setting up your information systems in the first place. Our Quickbooks ProAdvisor is readily available to clients so you enjoy ease of use and get the full value out of your system. Click to inquire.
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Business & Not-for-Profit Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Click here to learn more.
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Business Succession Planning
Effectively coordinating the transition of your business to successors is critical to ensuring its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid grasp of the tax and other financial matters, and a great deal of experience with businesses much like yours, Estep-Doctor & Company is qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. Click to inquire.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses -- all of which leads to better understanding and improved decision-making for you. Click to inquire.
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Estate and Trust Planning & Tax Preparation
An orderly transfer of assets to your beneficiaries provides security for your surviving spouse, can reduce or eliminate the tax due on the transfer of your business and other assets, and provides peace of mind at an important time. Our Estate & Trust team can guide you through the complex process of getting your financial affairs in order ahead of time. Click for more information.
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Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your needs and develop strategies to achieve your goals and strengthen your financial security. Click to inquire.
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IRS Representation
From our years of experience dealing with many taxing authorities, we have achieved a high level of competence that ensures you proper representation before the various federal and state tax agencies. Click to inquire.
Notary Public
Bring us your important documents to notarize and we will be glad to help you.
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Some people love Christmas and some people love Labor Day, but everyone loves payday. Estep-Doctor & Company offers payroll processing including online tools and access that make paydays a pleasure while making sure help and support are always close by. Free quotes are readily available. Click here for more information.
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Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your retirement years. Click to inquire.
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Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. Many different vicinities means many different rates, rules and carve-outs, plus the risk of penalties for incomplete or inaccurate submissions. We can assisst your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. Click to inquire.
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Tax Planning and Preparation
While "tax season" is considered to end in the middle of April, we know that superior tax planning takes into account things that happen all year long. Our professionals know the questions to ask, the risks to help you avoid, the opportunities to seize, and the solutions to apply. Because tax considerations affect other financial, retirement or estate planning, we have relationships already in place with the other professionals you will need. Click for more information, and let's start a conversation soon.