case studies
Flynn, Walker, Diggin has a sincere interest in the long-term success of its clients. Our work is diverse, and always responsive to each client’s needs.
For a not-for-profit organization, Flynn, Walker, Diggin has provided a wide range of services for more than 16 years. The agency employs approximately 20 people. It has benefited from the following services:
- Financial statement audit and tax return preparation;
- Tax planning services regarding unrelated business income;
- Computer consulting;
- Management advice concerning the Audit Committee’s role and governance.
For a second-generation, family-owned business with 50-80 employees that distributes products of national brands, Flynn, Walker, Diggin has provided a range of management consulting and accounting services for more than a decade. Our work has encompassed:
- Financial statement review; income tax preparation; tax planning;
- Development of legal agreements from a tax perspective for acquisitions and the sale of divisions;
- Estate and trust planning for the owners, including buy/sell agreements and insurance trusts;
- Distribution of sale proceeds to a family limited partnership.
For an individual taxpayer who has professional fees as the principal source of income, our work has included:
- Tax planning
- Estate and trust planning
- Retirement planning
- Tax preparation
For a specific example of how we have advised an organization similar to yours, please contact us.
|
