accounting services

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WELCOME Website: http://www.hearthstonecpa.com Email [email protected] Main Number (360) 479-4611

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Page 1: Accounting services

WELCOME

Website: http://www.hearthstonecpa.com

Email [email protected] Number (360) 479-4611

Page 2: Accounting services

FIRM PROFILE

Hurley Williams & Cook and Ball & Treger LLP have joined together to become the Hearthstone CPA Group.

Both of our CPA firms have enjoyed many years of providing high-quality professional services to businesses and individuals in Kitsap County and the greater Puget Sound area. We value the personal relationships that we have with our clients.

We are grateful to our clients not only for giving us the opportunity to provide them with accounting services but for their loyalty and friendship. We are confident that our new affiliation will serve us all well.

Email [email protected] Number (360) 479-4611

Page 3: Accounting services

Ball & Treger LLP will be moving their office to the Hearthstone Center building located on picturesque Oyster Bay (4312 Kitsap Way) around June 2016. Our existing phone numbers will continue to be the ones you will use to contact us.From the principals of the Hearthstone CPA Group, thank you!

Larry A. Hurley, CPA Neal K. Williams, CPA MPAcc(tax) Christopher J. Cook, CPA, CFP® David H. Ball, CPA (retired) Dennis R. Treger, CPA

Email [email protected] Number (360) 479-4611

Page 4: Accounting services

CLIENT SERVICES

Email [email protected] Number (360) 479-4611

•Accounting Services•Audits, Reviews and Compilations•Bookkeeping/Write-Up•Forensic Accounting•Financial Statements•Financial Forecasts & Projections•Cash Flow & Budgeting Analysis•Certified QuickBooks Pro Advisor ®•Tax Planning & Preparation•IRS Representation•Payroll Services

•Business Succession Planning•Buying & Selling a Business•Estate Planning•Retirement Planning•Management Advisory Services•Business Consulting•Pension & Profit Sharing Plans•Business Entity Selection•Accounting Software Selection & Implementation•Financial Planning•Litigation Support•Expert Witness Services•Mergers & Acquisitions

Page 5: Accounting services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:*General ledger & financial statement preparation*Bookkeeping (Monthly/Quarterly/Annual)*Accounting system setup for new businesses*Computerized payroll services*Business tax return preparation (Sales & Use/Business Property)*Personal financial statements*Litigation support

Accounting Services

Email [email protected] Number (360) 479-4611

Page 6: Accounting services

INFO CENTEREvents CalendarThe interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Client Tax OrganizerA tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.

Email [email protected] Number (360) 479-4611

Page 7: Accounting services

Federal Tax Forms & IRS Publications

Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

Email [email protected] Number (360) 479-4611

Page 8: Accounting services

NEWSLETTERS

Congress takes up tax bills before breaking for extended recessThe Democratic and Republican nominating conventions triggered an early recess for Congress. Lawmakers left Capitol Hill in mid-July and are not scheduled to return until September. Before recessing, the House voted to undo part of the Affordable Care Act (ACA) and approved a reduced budget for the IRS. Leading tax writers in the Senate addressed tax-related identity theft and home buying incentives.

Email [email protected] Number (360) 479-4611

Page 9: Accounting services

Employers, payroll providers prepare for accelerated filing deadlines

The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) accelerated the due date for filing Form W-2, Wage and Tax Statement and Form W-3, Transmittal of Wage and Tax Statements, and any returns or statements required by the IRS to report nonemployee compensation to January 31. The change is scheduled to take effect for returns and statements required to be filed in 2017. At this time, many employers and payroll providers are reprogramming their systems for the accelerated due date.

Email [email protected] Number (360) 479-4611

Page 10: Accounting services

LINKSWhen you click on a link, a new window will pop up. Close the window when you are ready to return to this page.

TAXThe Internal Revenue ServiceWashington State Department of Revenue

FINANCIALNational Association of Securities Dealers (NASD)

Email [email protected] Number (360) 479-4611

Page 11: Accounting services

MISCELLANEOUSUnclaimed PropertySecretary of State - Charities DivisionWashington State FerriesThe Washington State GovernmentWashington Secretary of State- Corporations DivisionFederal Reserve Board- Banking & Finance NewsKitsap Credit UnionExperian Credit BureauCity of Bremerton GovernmentKitsap County Government

NEWSThe Kitsap SunYahoo Finance - Stock Quotes and moreSmart MoneyBloombergSeattle Times

Email [email protected] Number (360) 479-4611

Page 12: Accounting services

CONTACT US

Kitsap Way Location4312 Kitsap Way, Suite 102Bremerton, WA 98312Main Number (360) 479-4611Fax (360) 373-1313Email [email protected]

Email [email protected] Number (360) 479-4611

Page 13: Accounting services

Thank you!

Email [email protected] Number (360) 479-4611