Accounting and Financial Statements
Bolon, Hart, Shives & Crisp’s professional services are particularly well suited to the needs of small and medium-sized clients. Although our principal service is the preparation of compiled financial statements, we are also active in assisting our clients with a variety of business needs, including:
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Bookkeeping
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Payroll tax preparation
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Review and make improvements to accounting systems
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Reviewing and interpreting financial statements
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Investment summary preparation
Tax Planning and Compliance
Tax Considerations affect most business and many personal decisions we make in our lives. Whether marketing a new product, acquiring a new company, or purchasing a major piece of equipment, businesses must review and understand the complex tax implications before taking action. At Bolon, Hart, Shives & Crisp, we believe it is important to have a thorough understanding of our clients’ businesses and unique circumstances before addressing their tax planning and preparation needs. Our objective is to minimize your tax liability without assuming excessive risk.
Stringent continuing education requirements, our extensive tax library, and state-of-the-art computer technology provide us with the tools necessary to meet these goals. Among our tax related services are:
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Tax planning and compliance services for individuals, partnerships, corporations, estates, and trusts
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Tax compliance services for nonprofit organizations
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Compensation and fringe benefit services
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Form of organization comparisons
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Tax research to answer your every question
Management Advisory Services
Because of our technical knowledge, training, and business experience, along with the close working relationships we have with our clients, Bolon, Hart, Shives & Crisp, Inc. is well positioned to help business owners find solutions to their day-to-day problems. Depending on the needs of the small business owner, we can provide:
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Suggestions for cash management
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Assistance in obtaining financing
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Review and make recommendations to improve accounting an administrative controls
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Cash flow projections
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Computer hardware and software recommendations
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Other advice to owners on problems unique to the industries in which they operate
About Our Clients
The clients we serve are largely--but not exclusively—individuals or small to medium-size nonpublic companies, professional corporations, partnerships, and sole proprietorships. The activities of our clients range from professional services and real estate management and development to medical and human welfare services. The following is a sampling of our clients’ activities:
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Attorneys
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Dentists
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Estates and trusts
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Farming
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Financial planning
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Horse breeding and racing
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Investing
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Manufacturing
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Physicians
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Psychiatrists
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Real estate management, leasing and development
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Retailing
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Transportation
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Veterinarians
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Wholesale distributors
Our Philosophy
Bolon, Hart, Shives & Crisp, Inc.’s philosophy is the same today as it was over ninety years ago: to provide superior accounting, auditing, tax and management advisory services to our clients in a timely and personal manner and to help contribute to their financial success.