Our firm offers a wide range of services to our individual and business clients. Because of the size of our firm, our clients benefit by receiving personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Services
Tax Services
In this complex world, our job is to make the world of taxation easily understood. We want to work with you in completing a tax return that is equitable and a true representation of your tax situation. At MDH we also know that good tax planning is an essential part of good financial management. We work closely with our clients throughout the year to assist them in making decisions based on a clear understanding of the tax consequences. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation for:
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Estate & Trust Tax Preparation
We assist clients in understanding and successfully navigating the often difficult and worrisome tasks of estates, gifts, trusts, wills, and personal transition. Our approach is straightforward but attentive to the emotional aspects of these milestones. By planning ahead you can be sure that your family has the resources they need and that your wishes can be easily carried out. Our mission is to help you achieve your goals. Our services in this area include preparation of estate, gift and fiduciary tax returns, as well as planning for trust asset allocations.
Payroll Services
Processing payroll can be cumbersome and complicated, especially when it comes to depositing your taxes in a timely manner. By utilizing our secure and reliable payroll service we promise to reduce the time, effort and stress it takes to pay your employees. Our payroll services include:
*Payroll and 3rd party checks
*Direct deposit
*Electronic tax payments
*Standard (or customized) reports
*Preparing quarterly tax returns
*Delivery
*Workers' compensation audit reports
*Handling of wage garnishments
*Detailed employee check stubs
*Year-end filing of reports and W-2's
Miscellaneous
Audit & Accounting Services
Company owners need financial data they can rely on as they strive to run a profitable business. Quality information lays the foundation for solid decision-making and proactive strategies for companies large and small.
At McDowell, Dillon and Hunter, we offer more than just financial data. We help you evaluate and ensure the quality of information you use to make important decisions, create solutions to your business challenges, and objectively measure your company’s financial performance. As business advisors, we devote considerable time and resources to fully understanding your business and industry. Our uniquely tailored approach combines experience, industry expertise, and knowledge to offer year-round planning and guidance and build lasting relationships that help you succeed. McDowell, Dillon and Hunter offers a variety of personalized audit and assurance services designed to help you with your business opportunities and challenges, including:
- Audits, reviews, and compilations
- Audits of employee benefit plans (ERISA)
- Agreed-upon procedures and special reports
- Mergers and acquisitions
- Internal Control Evaluation
We are committed to the highest standards of performing quality engagements. We focus on efficiency in each engagement by emphasizing detailed planning to mitigate or eliminate surprises and maximize your investment. Our firm is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA). Our audit professionals possess specialized knowledge and expertise, participate in frequent training that allows us to provide superior services customized to your business and industry.
Audit ERISA Services
Regulations surrounding benefit plan compliance become increasingly complex each year. Let McDowell Dillon and Hunter provide the expertise required to manage reporting requirements, changes in plan administration, and governmental regulations. For almost 30 years, we have offered the employee benefit plan audit knowledge, commitment, and professional excellence plan sponsors need.
At McDowell Dillon and Hunter, you will work with professionals who are experienced in employee benefit plan audits and thoroughly informed of current issues facing this highly regulated field. All staff are given annual training and regular updates to ensure that the technical demands of employee benefit plan audit quality are met.
We audit several employee benefit plans and offer competitive rates and a commitment to providing quality professional service. With valuable insights, specialized expertise, and a commitment to benefit plan compliance, McDowell, Dillon and Hunter is the best choice for your employee benefit plan audit needs.
Wealth Management Advisory Services
Our clients realize that the perfect complement to our core accounting, auditing and tax services is an offering they cannot find elsewhere. It is what sets our firm apart from other CPA firms as we ensure all aspects of a client’s financial life are in harmony.
We at MDH provide independent guidance and strategies that will help protect, preserve, and grow the assets of our clients and their families.
We offer a fee-based approach to ensure that we focus on the individual objectives of our clients. We take the holistic approach in our planning process to help guide our clients toward making sound financial decisions.
We are able to offer the following services through our affiliation with M Advisory Group and M Holdings Securities, Inc.:
*For individuals and families:
- Retirement and education planning
- Estate and wealth transfer planning
- Charitable gift planning
- Asset Allocation planning
- Life Insurance review and planning
*For businesses:
- Succession planning
- Retirement plan consulting
- Executive benefits
- Employee benefits
Business Management Services
*Bookkeeping
*Monthly financial reporting
*Payment of bills
*Handling of deposits
Human Resources Services
Our areas of specialization include but not limited to the following Human Resources Services:
*Compensation
*Compliance
*Employee Handbook
*Employee Relations
*Employee Benefits
*Training and Development
Recruiting Services
Organization's financial and accounting processes are critical to its ultimate succcess. From top-level executive and operational recruitment to seasonal or project staffing, we deliver high quality professionals that can immediately impact your business objectives. You can hire with confidence knowing that we carefully evaluated every candidate we send to you. We understand the value of your time, so we thoroughly interview each individual that matches your job criteria. Our recruitment services include but are not limited to:
* Compiling job descriptions and postings;
* Searching resume databases and screening for relevant experience;
* Interviewing;
* Selecting and job matching;
* Background screening and reference checking;
* Career guidance and coaching