Business Accounting and Tax Services
(Business Accounting and Tax Services are provided by
Hantz Tax & Business, LLC (HTB) or one of our affiliates)
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Corporate and Partnership Tax Preparation
Your Hantz Financial Services (HFS) advisor and his/her team can offer you advanced
tax planning strategies, including entity structure analysis and compensation planning.
Working with other Hantz specialists, your advisor can assist you with your company
benefits, retirement plans, succession planning and legal services (provided by
Shea Law firm). Your HFS team can also provide traditional payroll and payroll tax
In addition to traditional tax preparation and planning services, we assist many
of our clients through initial setup, training, and support in the use of their
accounting software. We have certified Quickbooks Pro advisors on staff and are
able to assist with Peachtree, MYOB, E2Shop, and other similar accounting software.
We also assist clients with more complicated items such as Trust and Estate Tax
preparation, Trust Administration, Gift Tax preparation and Single 401(k) Administration.
Small businesses often struggle with interpreting financial information because
they do not have the budgets available to hire skilled professional staff. This
"knowledge gap" can be filled though controllership services. Our expertise in business
finances provides the client with important information to monitor the health of
their operation and to make better-informed management decisions. Our services include
commenting on financial activity, and recommending changes to the business structure,
operating costs, or lines of business. It can also include computation and consultation
regarding financial performance measures.
Compiled Financial Statements
A compilation involves obtaining client information and assembling it into the form
of financial statements. This is often needed for bank loan compliance, bonding
approval, or government contract approval. This same information is also essential
for management to assess the performance of the operation. In some cases, the statements
may include explanatory footnotes or supplementary schedules, as mandated by a third-party
Review of Financial Statements
A review of financial statements consists primarily of inquiries of company personnel
and analytical procedures applied to financial data. It is substantially smaller
in scope than an audit, and the accountant would not express an opinion on the financial
statements as a whole; instead, the accountant would provide limited assurance that
there are no material modifications that should be made to the financial statement.
Reviewed financial statements require complete footnote disclosure.
Audit of Financial Statements
Audits are the most comprehensive form of assurance that a CPA can provide on a
set of financial statements. An audit is very involved in its scope and includes
detailed testing of transactions. Much of this is accomplished through sampling
techniques. In addition, outside corroboration of information is required.
Personal Financial Statements
Occasionally, personal financial statements from shareholders of closely-held businesses
are required to comply with bank covenants. We can assist by assembling the client's
personal information into a financial statement under prescribed requirements of
the American Institute of Certified Public Accountants.
This involves performing certain procedures determined by management and/or other
third parties if necessary. For example, this service could include performing an
inventory observation or applying certain tests to accounts receivable.
Reporting on Pro Forma Financial Information
Many startup or growing companies require outside financing. To obtain such financing,
the third party often looks for projections or forecasts of revenue, expenses, and
cash flow. We can assist the client in developing and reporting these projections
or forecasts to the bank or other outside investors.
For a free consultation with a specialist, please provide us with the following
Please note that Hantz Group, Inc. is the parent corporation to a number of wholly or partially owned subsidiary companies,
including but not limited to Hantz Financial Services, Inc. (a broker-dealer/mortgage broker), Hantz Tax & Business, LLC
(an accounting and tax preparation company), Hantz Agency, LLC (an insurance agency), Hantz Commercial Insurance Agency, LLC
(specializing in insurance for businesses), PLUS Agency, LLC (an impaired insurance agency), Hantz Benefit Services, LLC (an
employee benefits agency), Hantz Lending, LLC (a mortgage broker), Hantz Software, LLC (a computer software company); Hantz
Technology, LLC (a computer technology company), Hantz Group Sports &
Entertainment, LLC (sports and entertainment), Hantz Group Racing, LLC (stock car racing), Hantz Soccer USA, LLC (indoor
soccer), Hantz Farms, LLC, (an urban farming company), DiLaura Brothers, LLC (a bowling distributorship), Bowling IQ, LLC
(a bowling training center), Hantz & DiLaura Properties, LLC (owners of a bowling property); Hantz Air, LLC (a charter aircraft company), Hantz, Rhoades & Doehrer, LLC (an accounting firm), Hantz
Titus Urbanski, LLC ( an accounting firm), Hantz Ewald, LLC (an accounting firm), Hantz Real Estate Ventures, LLC (a real
estate holding company), 1540 South Holland Sylvania, LLC (a real estate holding company), Hantz Golf, LLC, Hantz Golf Club of Tecumseh, LLC.