Our service to you.
At McKinnon, Wootton & Associates, we approach each assignment with a deep understanding, practical knowledge, and clear perspective of today’s industry. With today’s complicated tax laws, filing a return can be overwhelming. As a client, you may confidently look to us to help you address both your professional and individual financial needs.
Accounting Services.
Audited, Reviewed, and Compiled Financial Statements
In addition to meeting all requirements of U.S. GAAP, we work to understand your business model and help you maximize its potential.
Monthly and Quarterly Write-Ups
Our write-ups consist of any or all of your financial statements –balance sheets, income statements, and cash flow statements.
Tax Planning and Preparation.
Business and Individual Tax Planning and Preparation
We stay abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Estate Tax Planning and Preparation
We look for tax minimization tools and techniques to manage the accumulation, conservation, and distribution of wealth for you and your beneficiaries.
Sales Tax Services
We work with you to verify State Sales and Use Tax is imposed on all retail sales, leases, and rentals of most goods, as well as taxable services.
Financial and Business Planning.
Business Strategic Planning
We help you identify and work towards your company goals whether you are planning for growth and need bank financing, working on your operating budget or financial plan, or you are considering a business opportunity through acquisition or merger.
Financial Planning
We work with you to manage risk, improve performance, and ensure the growth and longevity of your wealth.
Due Diligence for Business Acquisition
If you are thinking about purchasing an existing company, we can help you verify financial information and ensure you are getting a fair price.
Litigation Support
We provide consulting on accounting, tax, and financial planning.