Services
Accounting | Auditing | Tax & Planning


We offer a variety of services...

ACCOUNTING SERVICES:

Compilation Services

Doshier, Pickens & Francis wants you to succeed financially. Moreover, we want you to see your progress!

To this end, we offer financial statement compilation services on a monthly, quarterly or annual basis.

If you are a small, medium or expanding business, it is both cost effective and efficient to have us compile your financial data. Where you would be forced to hire expensive employees and to purchase equipment and software, we have the equipment and technical expertise necessary to prepare accurate and timely information (as well as years of collective experience).

From your raw data, we can produce:

  • General Ledgers
  • Financial Statements
  • Quarterly and Annual payroll reports
  • Sales Tax Reports (monthly or quarterly)
And, based on this compiled data, we can also prepare your annual federal tax return.

Or, perhaps you are interested in recording your own transactions and having us review them periodically. We can help in this manner, as well. Our firm can assist you with selecting the software that suits your needs. We have certified representatives of CMYA IV, a full package accounting software that offers individual modules for small and medium-sized businesses. We are also certified to support the software, so we can answer your questions as they arise. Additionally, we have professional staff proficient in Quicken and Quickbooks--both popular software packages that can streamline your own data entry.

We can:

  • Help you select the software you need
  • Help you get set up to enter your own data
  • Review your reports quarterly for accuracy and potential tax liability issues
  • Use your reports for year-end tax planning and preparing tax returns

Payroll Processing

Payroll accounting is a frustration for many business owners. Our service will save you time and spare you this frustration! We can provide accurate and timely results, based on the information you provide. You send us:

  • Time cards, time sheets, and W-4s, etc.
We will generate for you:

Each Payroll Period

  • Payroll checks with detailed stubs
  • Current payroll journal
  • Current check register
  • Calculation of your tax deposit. (If you prefer, we can deposit your payroll taxes by Electronic transfer.)
Quarterly
  • Quarterly payroll journal
  • Federal Form 941
  • TWC Quarterly Report and Wage List
  • Filing instructions and the amount for your 940(FUTA) deposit
Annually
  • Year to date payroll journal
  • Federal Form 940 or 94OEZ (FUTA)
  • Federal W-2 Statements
  • Federal W-3 Statement
Electronic Federal Tax Payments Systems (EFTPS)

Doshier, Pickens & Francis can assist you with payment of your taxes, electronically. You merely fax your tax payment information to us and we will transmit it for you. The IRS will draft your account, we will receive a confirmation number and we will send you a confirmation by fax.

AUDITING SERVICES:

Doshier, Pickens & Francis reaches a variety of businesses and organizations with its auditing services. The firm has a broad base of audit clients in many diverse industries, including agriculture, auto dealerships, health care, wholesale and retail merchandising, employee benefit plans, construction transportation, governmental, and not-for-profit organizations.

As in other fields, we place great importance on providing accurate and timely auditing service. As auditors, we warrant the material accuracy of financial statements by performing an independent, objective investigation of the financial statements and business operations of the business or organization. Our signature on the audit report represents our commitment to quality and to products that help our clients succeed.

During the audit process, we become involved with your organization and, based on our experience, we may even find ways to improve your accounting policies and procedures, make your operations more efficient and increase your profitability. The audit may also suggest invaluable opportunities for tax savings and tax planning.

Our firm takes great pride in the quality of our people and the audit work we perform. Doshier, Pickens & Francis has been a member of the American Institute of CPA's Private Companies Practice Section since 1977 and we comply with all quality control procedures required by this organization. This organization, which strives to assure the public of the quality of accounting and auditing services, conducts peer review and continuing education programs. We have submitted to these peer reviews since the inception of the review program and we have received unqualified opinions on every one, which indicates the high quality of our auditing practice.

TAX & PLANNING SERVICES:

Estate, Trust, and Personal Financial Planning Services

The professionals at Doshier, Pickens & Francis understand that a good estate plan should provide clients with peace of mind and a sense of security. We also know that both of these will develop if the client is certain that family members or chosen charities will receive the greatest benefit possible from the estate.

To this end, we can help you navigate the maze of tax laws, working closely with you to make sure the wealth you have worked so hard for will go where you want it. We can review the tax and financial aspects of your will and advise you about life insurance. Additionally, we can discuss family limited partnerships and trust arrangements to be used for charitable contributions, financial management, asset protection, and a smooth transfer of your business at death. We can also work with your attorney and investment advisors to assure that your plan, once developed, is implemented and maintained.

Our estate, trust and personal financial planning services include:

  • Estate and gift tax planning
  • Assistance in implementing and managing the total estate plan
  • Risk management and insurance recommendations
  • Education needs planning
  • Retirement and financial independence planning
  • Estate and trust administration services
  • Integrating tax and financial planning
Income Tax Services

In an environment of ever-changing legislation, regulations and rules, the tax professionals at Doshier, Pickens & Francis are prepared to take the stress out of taxes for you. We stay abreast of the many changes and we can spot the ones that will have an impact upon you, your business and your family.

Planning is the first and most important step in our process. It has to be. Effective planning will minimize your tax burden and eliminate surprises when it's time to file your return. Of course, as the final step of the planning process, we do prepare all types of tax returns -- individuals, partnerships, corporations, estates, trusts and nonprofit organizations. Naturally, we are available to represent you before the Internal Revenue Service, should the need arise.

Whatever your accounting, tax or auditing needs, let Doshier, Pickens & Francis help you plan a more secure and prosperous future for yourself, your business and your beneficiaries.

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