CLIENT SERVICES

The traditional services of an accountant are not enough anymore. Successful companies require a full range of tax, business, and financial management services, while individuals and families are looking to preserve and grow their assets as well as receive assistance with tax planning and tax return preparation. Williams & Nulle, PLLC’s approach is uncomplicated: we establish strong relationships with clients, helping them plot the most profitable course for their financial future and save tax dollars along the way.

Personal Financial Services

It is our belief that you should not only want to preserve your assets but want them to grow as well. We work with individuals and families, planning and preparing tax strategies and tax returns to help you achieve your personal financial goals. Ask us how we can help you.

Personal Tax Services

There are countless complexities when it comes to your personal taxes, not to mention tax law changes each year. The good news is that we know how to navigate these waters! Williams & Nulle, PLLC is your go-to tax and accounting firm.

 

  • Tax returns
  • Year-end tax planning
  • Timing income and expenses
  • Like-kind exchanges
  • Retirement plan distributions
  • Installment sales
  • Representation before the Internal Revenue Service

Estates and Trusts

Managing your family’s financial life can be a daunting task. Let us help you! We will work with you to maintain and continue to grow your assets for your family, including future generations. Williams & Nulle, PLLC will assist you to ensure the goals for your trust and/or estate are met, and that documentation is properly filed.

  • Goal setting
  • Review of wills for tax-planning
  • Lifetime planning and use of gifts, trusts, and other approaches
  • Retirement plan distributions
  • Selection of assets to fund trusts
  • Utilization of Family Limited Partnerships and Family Limited Liability Companies

Business Management Services

The traditional services of an accountant are not enough anymore. Successful companies require a full range of tax, business, and financial management services. Williams & Nulle, PLLC’s approach is uncomplicated; we establish relationships with business owners and financial managers, helping them plot the most profitable course for the business’s financial future. We also assist in developing strategies to help save tax dollars along the way.

Business Accounting Services

We offer complete accounting services for businesses, from identifying, presenting and analyzing business results to conducting financial statement services including audits, reviews, and compilations. Other attestation services are available as needed.

  • Customized reports for businesses including financial statements, inventory observations, forecasts, projections, lease compliance and percentage rent audits
  • Due diligence/agreed-upon procedures
  • Automated and manual system design

  • Monthly/quarterly/annual business
    accounting
  • Pension and profit-sharing accounting
    and auditing
  • Reviews of internal controls

Business Tax Services

Williams & Nulle, PLLC helps businesses preserve earnings through experienced tax planning. From the planning stage to preparing tax returns for every type of business, Williams & Nulle, PLLC is your answer to maintaining capital when tax time comes around.

  • Litigations support
  • Private letter ruling support
  • Representation before the Internal Revenue Service

Business Start-Up Services

If you are looking to start a business, you may need direction and assistance in completing formation paperwork and loan documentation. A thorough review of your business plan and its financial viability, including providing feedback on your new venture, is just the beginning of what we can do for you.   

  • Basic ownership structure

  • Tax benefits and consequences

  • Tax-free incorporation
  • Use of multiple entities including limited liability companies, corporations, partnerships, and trusts
  • S-corporations and strategies for their use