SERVICES

We can assist you with acquiring residential and/or commercial contractor licenses from the State of Tennessee.  Our services include first-time licenses, renewals and upgrade of license limits.

Expertise. Peace of mind. Courtesy of Ingram, Overholt & Bean, PC.

Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.

Here are just some of the specialized services available at Ingram, Overholt & Bean!

• Auditing Services
• Payroll Services
• Reviews & Compilations
• Bookkeeping/Write-up
• Tax Planning
• Financial Planning
• Estate & Trust Tax Preparation
• Accounting Software Selection & Implementation
• Debt & Financing Services
• Retirement Planning
• Cash Flow & Budgeting Analysis
• Quickbooks Advisor
• Tax Preparation
• Business Entity Selection
• Business Consulting
• IRS Representation
• Business Succession Planning
• Management Advisory Services
• Financial Forecasts & Projections

Auditing Services

Third parties who rely on your financial statements often require an audit for assurance. Our detailed audits include:

1. Examination of your company's financial statements' adherence to generally accepted auditing standards
2. Examination of internal controls
3. Complete, substantial testing of the information underlying your financial statements
4. Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our state-of-the-art complete preporation and compliance payroll services.

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide finacial reporting on two levels of assurance:

*Review - some ananlytical precedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Financial Planning

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Ingram, Overholt & Bean, PC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

• Investment Consulting
• Financial Planning to Achieve Specific Goals
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting

Tax Planning & Return Preparation

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Tax planning & return preparation

- 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

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Ingram, Overholt & Bean, PC 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.

Accounting Software Selection, Implementation, and Support Choosing and implementing a new accounting software system can be a challenging undertaking. Ingram, Overholt & Bean, PC's experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company's needs. Training and support will ensure minimal disruption of your everyday business processes. Debt and Finance Advising Whether your needs are corporate or personal, Ingram, Overholt & Bean, PC's professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications. Financial and Retirement Planning Ingram, Overholt & Bean, PC's 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, Ingram, Overholt & Bean, PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. Cash Flow and Budgeting Analysis Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Quickbooks Advisor Proper set-up and training of Quickbooks can save you a great deal of time and money from the beginning. We provide set-up, training, and maintenance of financial records on Quickbooks.   IRS 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. Financial Projections and Forecasts No one can predict the future perfectly, but we can all benefit from planning for it. Ingram, Overholt & Bean, PC 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. Business Entity Selection Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Business Consulting We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Business Succession Planning Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.