ACCOUNTING SERVICES - Creating Maps for Financial Success

 

 


 

The significant problems we face cannot be solved at the same level of thinking we were at when we created them.

- Albert Einstein

Sometimes when I consider what tremendous consequences come from little things, I am tempted to think there are no little things.

- Bruce Barton

 

Michael D. Coffer, CPA provides timely and qualified accounting, tax, financial planning and other services while treating each client with the individual attention and professional due diligence they deserve. I am seeking a limited number of clients that require in-depth attention and services.

 

Michael D. Coffer, CPA is pleased to offer you the following services and deliverables:

 

  • CFO/Controller Advisory Services
  • Preparation of Financial Statements for Audits and Reviews
  • Accounting Books Closing Services, and Assistance with Accounting Systems including QuickBooks
  • Cash Flow Analysis and Budgeting
  • Personal Financial and Retirement Planning
  • Financial Forecasts and Projections
  • Business and Estate Valuation
  • Federal and State Tax Planning and Tax Return Preparation
  • IRS and State Tax Representation
  • Financial and Retirement Planning
  • Assessment and Implementation of Internal Control Systems under COSO guidelines
  • Litigation Support and Forensic Accounting
  • Debt and Equity Finance Advising
  • Entity Selection and Restructuring
  • Mergers, Acquisitions, and Sales

 

FEES FOR WORK PRODUCT and SERVICES

 

My fees are based on time spent and the nature of the work involved. Fees for work product and services including consultations, research, financial reports, or tax return preparation are computed at my standard rate of $150* per hour, plus travel and delivery costs if necessary, unless otherwise negotiated. I believe these rates approximate those of my peers. In many cases, after an initial consultation with you, I am able to quote a fixed price for the work product and service you require. No fees are charged prior to mutual execution of a written agreement. *Subject to change without prior notice.


 

Privacy Policy of Michael D. Coffer, CPA

 

CPAs, like other providers of private and confidential financial services, are required by law to inform their clients of their policies regarding privacy of client information. In addition, as a licensed CPA in practice, I am bound by professional standards of confidentiality that are even more stringent than those required by State and Federal law. I will always protect your right to privacy, and confidentiality regarding the information I receive from you.

 

Types of Nonpublic, Private Information I Collect

 

I will collect nonpublic, private and confidential information about you and/or your organization that is: (1) provided directly to me by you, or (2) obtained by me from third parties with your authorization.

 

Disclosure of Nonpublic Information

 

For current and former clients, I do not disclose any nonpublic, private and confidential information obtained in the course of my client service except as required and permitted by law. Permitted disclosures include, for instance, providing information in limited situations to unrelated third parties who need to know that information to assist us in providing services to you and your organization. In all such situations, we stress with written notice the confidential nature of the information shared.

 

Protecting the Confidentiality and Security of Current and Former Clients’ Information

 

I retain records for a reasonable period of time relating to professional services that I provide so that I am better able to assist you with your professional requirements and, in some cases, to comply with my professional guidelines. In order to safeguard your nonpublic, private and confidential information, I maintain physical, electronic, and procedural controls that comply with or exceed my professional standards.

 

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Please call or write me at the number or addresses listed below if you have any questions regarding this notice. Your privacy and confidentiality, my professional ethics, and the mutual trust enabling me to provide you with quality financial services are all extremely important to me.

 

Michael D. Coffer, CPA

Mailing address: PO Box 17058 Reno, NV 89511-2834

Phone: (775)233-4829 Fax: (775)852-4512

Email: michael@michaeldcoffercpa.com