index

At every stage of your life, we can help you.

At FDC we can serve as your financial guides, helping you to utilize your resources more effectively as you work toward your financial goals. You'll find these tasks easier to accomplish with our assistance:

Keeping your taxes at a minimum
Satisfying recordkeeping and report filing requirements
Using financial and audit reports to make smart business decisions
Achieving maximum success and profitability in your business
Building your net worth through sound investing and financial planning
Communicating effectively with bankers, lawyers, government agencies,
and others connected with your financial life
Planning for a comfortable retirement
Preserving your estate for your intended heirs

Professional Competence

Our staff has demonstrated professional competence by meeting high education and experience standards for the accounting profession, passing a rigid, nationally uniform examination, and meeting state licensing and continuing education requirements.

Financial & Estate Planning

We will be your financial consultants and work with you to create a total program including an analysis of net worth, investment and insurance review, family gifting programs, trust selection, retirement planning, and family business transfers. Our staff is available to assist you in maximizing benefits for you and your heirs.

Investment & Insurance Review

We can act as a sounding board for your investment ideas and insurance needs.

Tax Planning & Preparation

Our team can prepare all required tax returns to assure that you are paying no more tax than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies and serve as your advocate in tax matters.

Business Problem Solving

As you start a business, FDC can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and other business needs.

Recordkeeping Systems

Designing recordkeeping and accounting systems to fit your business and personal financial affairs is also one of our services.

Business Valuations

Through our affiliated company, FDC Business Valuation Services, Ltd., Business Valuation services are offered. (see Business Valuation section)

Financial Statements & Audits

Our staff can prepare or supervise the preparation of financial statements. Compiled, reviewed or audited statements can be provided according to your needs. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.

FDC can help in other areas too:

Computer selection and use
Business sales and acquisitions
Lease-buy decisions
Business expansion
Real estate sales and acquisitions
Projections, budgets, goals
Retirement planning
Inventory control systems
Equipment purchases and sales
Insurance review
Pension and profit sharing plans
Divorce tax planning
Deferred compensation plans
Business Valuations