|Welcome to Guglielmi and Ohira ~ An Accountancy Corporation
360 days left till April 17th, 2020
Guglielmi and Ohira ~ An Accountancy Corporation is a company that is dedicated to providing close, personal attention to its clients to ensure satisfaction in the services provided. Our services include tax planning and preparation of tax returns for individuals, corporations, partnerships, trusts, and estates, financial consulting, business management, and retirement pension and estate planning.
In providing sound accounting services, we focus on reaching beyond the numbers. We recommend improvements to business processes and internal controls, to improve the quality of the information your system generates, develop useful management reports and help organize and interpret the financial information to help you make better decisions.
With the resources, experience and expertise available at our firm, we are able to provide our clients with sound analysis and advice that helps our clients achieve their business goals.
Our services include:
- Audits, Reviews & Compilations
- Sarbanes-Oxley Section 404 Readiness Consulting
- Due Diligence for Mergers & Acquisitions
- Review of Internal Controls
- Cash Flow Projections & Budget Models
- Agreed Upon Procedures
- Forensic Accounting
GO prepares all federal, state and local income tax returns for our clients and any entities they own. In addition, we prepare income tax projections before each year-end and advise our clients of tax planning suggestions and the steps required for their implementation. We consult on any major transactions that our clients propose to undertake and assist in minimizing their tax burden.
We prepare personal financial plans after careful consideration of our client's goals and their present financial situation. We provide ongoing assistance in implementing the actions agreed upon to achieve their goals and objectives. We analyze, on a monthly basis, that the financial goals are met. GO will help clients understand their financial and tax situation and assist in optimizing their financial situation now and in the future with the proper planning and implementation.
We maintain our client's checking, savings and money market accounts. Maintaining these accounts consists of preparing checks or transfer funds for payment of normal monthly expenditures such as credit card bills, utility bills, home mortgage payments, etc. and also unexpected transactions. We receive funds from agents, managers, and other sources to be deposited into their appropriate bank accounts. At the end of each month, upon receipt of bank statements, we reconcile the bank accounts to verify the proper account balances.
On a monthly basis, we submit to the clients:
- Bank account summaries which includes the opening and closing balances, and detailed lists of deposits made and checks drawn on your accounts.
- Month end balance sheets
- Monthly profit and loss statements.
- Monthly cash flow report.
- General Ledgers
- Personal budgeting analysis
GO consults on available retirement plans and provide the proper estate planning for each individual client. The goals of the retirement and estate planning will not only be to minimize the tax liability now and in the future, but also to provide financial stability in the future.