At Child, Van Wagoner & Bradshaw we provide a wide range of services to individuals and businesses in a variety of industries. Our audit clients include public companies in the US, Canada, Asia and Europe, private companies, subsidized housing entities, and not-for-profit organizations. Our tax services focus on real estate development and high wealth individuals, but we also serve all levels of individuals, corporations, partnerships, estates and trusts. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Assurance Services
We have some of the best clients throughout the United States, Canada, Europe, and Asia. We understand how important audited financial statements are to your company, as well as your company's investors, creditors, and others. That is why our professional staff will work hard with you to perform a timely, cost effective, and efficient audit, review, or compilation.
We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.
- Audits: provide the highest level of assurance for companies, and are for those that require audits for regulatory reasons in order to file their annual financial statements, or for companies who need audited financials for their shareholders, lenders or other investors.
- Reviews: provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
- Compilations: are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance, but may involve some adjustments to accounting records.
Tax Services
Our tax professionals work hard to stay on top of new tax laws so that you don't have to.
- Tax Management Services: We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allows us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
- Tax Representation: Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
- International Taxation: Whether you're a corporation with overseas operations, a business, or an individual needing to work out taxation of U.S. residents working abroad, or foreign citizens working in the U.S., we can help you plot a course through cross-boarder taxation issues.
Advisory Services
Our firm offers a variety of advisory services to help you to get your financial situation to a place that is best for you.
- Financial and Retirement Planning: Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
- Estate and Trust Planning: Effective estate and trust planning can ensure financial security for loved ones. For business, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
- Debt and Financial Advising: Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.
- Cash Flow Management: Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you to maintain optimal cash flow levels by tracking sources and users, forecasting, and budgeting accordingly.
- Financial Projections and Forecasts: No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
- Mergers, Acquisitions, and Sales: Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.
- Entity Selection and Restructuring: Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.
- Litigation Support and Forensic Accounting: Our litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.
- Technical Accounting Consulting: Upon recording financial transactions complicated accounting is common. Our partners have experience with complicated issues regarding many industries and are happy to consult in person or over the phone.
Additional Services
Our firm offers a variety of additional services to help you to get your financial situation to a place that is best for you. Contact us for more details.
International Expertise
We have a significant level of experience and expertise working with clients in Asia. We also have experience with clients throughout Canada and Europe.
- SEC Filings: Any company wishing to sell stock and raise capital in the United States of America must register with the U.S. Securities and Exchange Commission. We can help you to get the required documents filed.
- Audit: We are registered with the U.S. Public Company Accounting and Oversight Board (PCOAB), which is required of any auditor of public companies. As such, we conduct our audits according to PCAOB standards.
- Consulting: Our consulting services are generally provided to non-audit clients and are related to technical accounting issues and SEC filing issues.
- Tax Planning Services: These services address U.S. taxation issues of which international clients need be aware.
EDGAR Services
Our firm currently offers services to any who may need assistance with obtaining EDGAR Codes or in filing the required documents with the SEC through the EDGAR filing system. With the appropriate codes, we can file any document you may be required to file. Whether it is for the Public Company, Individual holding stock, or Private Company wanting to become Public, we can file the required documents.
We also offer assistance with completing the on-line Form ID to obtain those codes and our software has the ability to file XBRL (Extensible Business Reporting Language) documents as well.
For important information about EDGAR, click the SEC website link: http://www.sec.gov/edgar/aboutedgar.htm