Omotosho and Associates

ation Services
- Accounting Services
- Investment Review
- Record Keeping & Reporting
- Estate Planning

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation. Auditing Services

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles. Business Valuation Services

Employee Stock Option Plans (ESOPs), litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions. Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support


Record Keeping & Reporting

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.