Accounting Advice for Life
WLGA provides a wide range of services to individuals, small businesses, and not-for-profit organizations. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever changing financial and regulatory environment.
WLGA is dedicated to driving profitability for your business through efficient reporting practices. The efficiencies of the financial reporting process are crucial for firms looking for competitive advantages in an ever changing economic environment. We tailor financial reporting plans to meet any and all of your specific needs and requirements. Reporting services available include review, compilation, and financial reporting services which include agreed upon procedures and other attestation services.
Tax Planning & Preparation
At WLGA we are current on tax laws, regulations, and legislation enabling our firm to identify tax planning opportunities, minimize current and future tax liabilities and maintain expertise regarding regulatory filings for all your accounting needs. Contact us today for a personal consultation and put our expertise to work for you.
Payroll Compliance Examinations
Employer contributions to an employee benefit plan represent a significant, if not the most significant, source of revenue to an employee benefit plan. The contributions are paid by employers/members on a “self-assessed” basis. As a result, employers can, at times, overpay or underpay contributions based on the employers’ erroneous interpretation of the collective bargaining or other agreement requiring these contributions. A properly established employer payroll examination program will satisfy the plan administrator’s fiduciary responsibility to ensure that an employee benefit plan is receiving the contractually correct amounts of contributions from its contributing employers/members.
Agreed Upon Procedures
An agreed-upon procedures engagement is one in which a practitioner is engaged by a client to issue a report of findings based on specific procedures performed on a subject matter. The client engages the practitioner to assist specified parties in evaluating subject matter or an assertion as a result of a need or needs of the specified parties.
Providing weekly, monthly, quarterly or annual bookkeeping assistance and general accounting support that may be needed.
When it comes to managing wealth, it is important to place your trust in the hands of experienced professionals. As an option for our clients, our Home Office division provides clients with valuable opportunities and helps our clients navigate the intricacies of the financial world we live. We understand that financial circumstances change day-to-day, month-to-month, and year-to-year. For this, we expertly develop financial strategies to help prepare for any situation along the way.
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