Licensed Certified Public Accountants are the only accountants allowed to perform audits and reviews. All of our audits and reviews are performed under the supervision of a partner.
We perform a wide variety of audits and reviews including:
road commissions
villages
townships
governmental joint ventures
not-for-profit organizations
milling companies
construction companies
Walker, Fluke & Sheldon, PLC has been completing annual non-profit and governmental audits for the past thirty years in accordance with both generally accepted accounting standards and governmental auditing standards.
Below, we proudly list some of our clients we service. Please feel free to call and ask for references.
Gary Vandecar @ Barry County Road Commission (269) 945-3449
Bookkeeping
We utilize the team approach in our bookkeeping department. Our bookkeeping services consist of monthly and quarterly accounting including:
preparation of financial statements
payroll tax returns
sales tax returns,
excise tax returns
Year-end payroll tax, including:
preparation of W-2 forms
1099 forms
federal unemployment returns
Our bookkeepers provide information for payroll and liability auditors after written authorization is received from our clients and check to see that the amounts used by the auditors are proper.
Computer Consulting -- QuickBooks Professional Advisor on Staff
We provide computer installation and training services. We work with small business programs, including Client Bookkeeping Solution®, QuickBooks® and One-Write-Plus®. Client Bookkeeping Solution® is a program that includes check writing, payroll, accounts receivable, and accounts payable. This program downloads directly into our accounting package where we prepare your monthly write up.
Kathy Sheldon is a member of the QuickBooks® Professional Advisors Program. This program allows Kathy to receive training from Intuit specifically related to QuickBooks®. We can assist with new business setups, training, and support on an ongoing basis.
Consulting Services
We provide both business and individual consulting services. Business services can include, but are not limited to:
business start up
form of operation (sole-proprietorship, Limited Liability Corporation, Corporation)
payroll issues
employee benefits
tax planning
cash flow
financial statement analysis
buy/sells
other business related issues
Individual consulting consists of:
tax planning
cash flow
retirement
debt structuring
other individual issues
Estate Planning
Estate planning is a very important part of the financial planning process. We look not only at potential estate taxes, but also at the potential effect of decisions made on the individuals, or individual heir's income taxes. We help you structure your estate plan not only looking at the tax consequences, but also making sure your wishes are achieved; this is the most important objective.
Financial Planning
We provide complete financial planning services. This includes:
retirement planning
educational funding
asset allocation
cash flow
insurance needs
estate planning
With our relationship with Discovery Financial, LLC, we are uniquely qualified to prepare a complete financial plan or just a segment plan.
Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to assist you in protecting your assets from employee theft and can implement systems designed to detect and deter fraudulent activity.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sale price and contract payout terms.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Tax Preparation
We prepare all kinds of business, personal, and fiduciary tax returns. Our business returns include federal returns for corporations, partnerships, limited liability companies, not-for-profit organizations, personal holding companies, and political organizations. We prepare Michigan Business Tax Returns when necessary. We do not prepare the 5500 series forms for pension, profit sharing and welfare benefit plans.
We prepare federal, state (all states), and local individual income tax returns. We have experience with itemized deductions, small businesses, capital gains and losses, rental properties, limited partnerships, farms, depreciation, alternative minimum tax, and installment sales.
We prepare federal and state (all states) fiduciary income tax returns for estates and trusts. We also prepare federal and state estate tax returns (Form 706) and federal gift tax returns (Form 709).
Payroll Services
Why spend countless hours figuring payroll, when you could be spending time on more productive tasks? Walker, Fluke & Sheldon, PLC provides a full payroll service. This department is administered by Julie Welton. We will provide you with your employees' payroll checks ready for your signature, or work with your bank and direct deposit your employees' pay into their bank accounts. With Walker, Fluke & Sheldon, PLC preparing your payroll, you can rely on fast, friendly, and accurate service while you spend your time building your business.
New Business Start-Ups
If you are starting a new business and have questions on where to begin, Walker, Fluke and Sheldon, PLC can help. Our office offers new business consulting services that will guide you through this process. We will help you determine which type of business entity is most cost effective and beneficial for you, register your business with the proper taxing authorities and answer all your questions. If you are starting a business or are new to a business and have questions, don’t wait; call our office so we can help you make informed decisions that could save you headaches and even money down the road.
