Broadbent, Houts & Co., P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Broadbent, Houts & Co., P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
At Broadbent, Houts & Co., P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Broadbent, Houts & Co., P.C.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
At Broadbent, Houts & Co., P.C., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Broadbent, Houts & Co., P.C.'s 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. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Broadbent, Houts & Co., P.C.'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, Broadbent, Houts & Co., P.C. can ensure that your portfolio will take into account tax, and other implications, for an advantageous and strategic outcome. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSm does not provide tax or legal advice, or supervise tax, account or legal services, Avantax representatives may offer these services through their independent outside business.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Broadbent, Houts & Co., P.C. offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Broadbent, Houts & Co., P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will help you choose the most advantageous entity type for the functions your business performs.
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. If you have been chosen for an audit, the professional representation you find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you. When representation is necessary, we prefer to be a buffer between you (our client) and the government agency. This generally allows for a more considered response to any lines of inquiry the government may pursue.
You are more likely to receive a government notice that does not rise to the level of an audit. We can handle those matters as well. Rarely, but on occasion, we find it necessary to utilize the assistance of the Taxpayer Advocate Service, an agency within the Internal Revenue Service whose responsibility it is to advocate on behalf of taxpayers when normal channels of interaction do not yield the tax outcome or service we know our client deserves.
Broadbent, Houts & Co., P.C.'s payroll services can help you reduce the time spent on administration through one of several service models:
1) Under the most basic arrangement, you process your own payroll, and we prepare all government reports and year end payroll tax forms and filings for your signature.
2) If you prefer, we can prepare your payroll from start to end, including direct deposit of employee net pay to the employee's chosen bank account, or alternatively, send you a file to print employee pay checks at your location for distribution to employees. With direct deposit, the employee can have online access to paystubs and year end Form W-2.
3) If you are used to a service bureau style of payroll processing, including the impounding of payroll taxes, then we provide that service through a preferred partner affiliation.
Choosing and administering benefit plans for your employees is often a complex process. Broadbent, Houts & Co., P.C. can help you develop, implement, and assist in the selection of an administer for your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Our experience with the taxation of United States residents working abroad or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.
Broadbent, Houts & Co., P.C. is one of the leading firms in and throughout Kansas City Metro / Excelsior Springs, MO. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
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