Your Tax, Financial, and Accounting Advisors
Experience, Knowledge, Insight

Our firm offers a wide range of professional services.  We categorize our services into four main categories.  A brief description is given below of each category along with a list of of services we can provide for you.  Please feel free to ask about a service if you do not see it listed, as the the lists are by no means all-inclusive. 

Tax Planning and Compliance       Assurance and Auditing        Business Accounting and Consulting        Estate and Financial PlanningEstate and Financial Planning 

Tax Planning & Compliance            Assurance & Auditing         Business Accounting & Consulting      Financial & Estate Planning

Tax Planning and Compliance

Taxes represent the greatest expense for a large number of individuals and businesses.  The courts have held that no one is legally bound to pay more taxes than what is required under the law.  We believe careful tax planning is most effective and valuable when performed in anticipation of transactions or potential problems and that filing a tax return is the final step in a continuing process of developing and executing tax strategies. 

We approach tax planning by first understanding your business or personal goals and objectives and then by considering the tax implications.  We will work with you to develop practical solutions to complex tax laws encountered when pursuing your goals and objectives.

Our tax professionals keep you updated about relevant tax law changes that affect you through our website, blog, periodic newsletters, and other forms of communication throughout the year.

Our tax planning services typically include the following areas:

  • Income and Estate Tax Projections and Planning
  • Multistate Tax Planning and Analysis
  • Choice of Entity Planning
  • Charitable Giving Strategies
  • Like-Kind Exchanges and Other Deferral Techniques
  • Research and Development and Other Credits
  • Capital Gain Planning
  • Alternative Minimum Tax and Medicare Surtax Planning
  • Tax Accounting Method Planning
  • Export Tax Savings
  • Roth IRA Conversion Planning
  • Divorce-Related Tax Planning
  • Business Transactions Planning

Our tax compliance services typically include the following areas:

  • Individual, Business, & Exempt Organization Tax Returns
  • Federal and Multistate Tax Returns
  • Estate & Trust Income Tax Returns
  • Estate Death Tax Returns
  • Gift Tax Returns
  • IRS and State Tax Audit Representation
  • Delinquent Tax Return Filing Assistance
  • Payroll Tax Returns

Assurance and Auditing

High-quality assurance and audit services are important in the face of increasing complexity in financial accounting and auditing environments, and at a time of increased demands by stakeholders, including owners and lenders. The professionals at Pinnock, Robbins, Posey & Richins possess an understanding of accounting policies, internal controls, and financial reporting issues that will be tailored specifically to your needs. We follow accounting and auditing developments and will help you keep up-to-date on financial reporting issues that are relevant to your business. We apply the principles of integrity, quality, objectivity, and independence in our audit and other assurance services.

Our audit procedures start with thorough planning and preparation and culminate in the timely delivery of our reports and other communications. This approach enables us to provide you with quality service tailored to your organization at a minimum of inconvenience and disruption to your staff and to maintain fees at a reasonable level. Proper planning provides for early identification of problems to avoid last minutes surprises. We will regularly communicate with you throughout the engagement process, and we will also provide valuable feedback to help you improve internal controls and add efficiencies to your financial reporting process.

Pinnock, Robbins, Posey & Richins is also a member of the Government Audit Quality Center and the Employee Benefit Plan Audit Quality Center of the AICPA.

We provide the following assurance services:

  • Audit, Review and Compilation of Financial Statements
  • Agreed-Upon Procedures
  • Benefit Plan Audits
  • Personal Financial Statements

Quality Benefit Plan Audit     Quality Government Audit

Business Accounting and Consulting

Our business accounting department is comprised of experienced professionals, several of whom are Certified QuickBooks Pro Advisors.  We offer a wide variety of services including assistance with bookkeeping and establishing accounting systems and internal controls, as well as providing part-time controller or chief financial officer services.

Our business accounting department has been set up to provide routine bookkeeping and accounting services that will allow you to focus on the growth and development of your business while working with our professionals to develop and retain a thorough knowledge of your finances.

Our consulting services are about working with you to help navigate the complexities of today’s global marketplace. In an ever-changing economy, your business deserves a multi-faceted, knowledgeable and experienced team of advisors who treat your business like their own.

We offer individual attention, and solutions, to your unique issues and complexities. Our approach is based solely on the framework of your business, not generalizations or a cookie-cutter mentality. Our reputation is built on the commitment and personal attention we offer through professional business practices. Our experience ensures a value-added outcome for both you and our firm. We as a firm are prepared to supply personnel to accomplish any given task to whatever level of detail is necessary and have the ability to scale each engagement to meet your specific needs.

Listed below are specific areas of consulting services that can be provided:

  • Certified QuickBooks Pro Advisor®
  • Bookkeeping & Write-Up
  • Cash Flow & Budgeting Analysis
  • Business Entity Selection
  • Business Succession Planning
  • Buying & Selling a Business
  • Business Consulting
  • Profit Enhancement Services
  • Job Costing - Preparation of Schedules, etc.
  • Billing and Accounts Receivable Management
  • Financial Analysis
  • Capital Budgeting and Financing
  • General Management Assistance
  • Organizational Structure
  • Human Resource Recruiting
  • Pension & Retirement Plan Compliance

Estate and Financial Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your family members, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Our estate planning services guide you through the complex process of getting your financial affairs in order. We analyze your current situation and make recommendations that are tailored to your personal situation and goals.  We also prepare the tax returns associated with the implementation of your strategies, including:  gift tax returns, trust and estate income tax returns, generation-skipping transfer tax returns, and final income tax returns of decedents.

We believe that individuals need clear and objective advice to make smart choices about their money.  We offer objective financial planning and design strategies and solutions to help individuals and families achieve financial goals consistent with their values.  We employ an analytical approach that recognizes the interrelationship of the many aspects of a person's financial life.  We do not sell financial products or receive commissions from our recommendations.  We provide comprehensive or segmented financial planning consultations, depending upon your needs.

Our estate and financial planning services typically include the following areas:

  • Estate Tax Planning
  • Financial Planning
  • Retirement Accumulation and Distribution Planning
  • Executive Compensation & Stock Option Analysis
  • Education & Other Goals Funding Analysis
  • Cash Flow & Budgeting
  • Charitable Planning
  • Risk Management & Insurance Review
  • Income Tax Planning