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Sproles Woodard wants to help you achieve your financial goals. Our smart, innovative strategies are tailor-made to help you comply with tax laws, develop and implement accounting systems, identify applicable tax credits and streamline processes – all to improve the profitability of your business.
Our full-service accounting firm will familiarize ourselves with every facet of your business and personal finances to offer you a wide range of specialized services and expertise in the areas of Taxation and Strategic Planning, Audit and Assurance, and Management Consulting.
Our tax professionals will help you navigate the increasingly complex world of federal, state, and local tax laws. Besides preparing tax returns, our firm provides tax-planning services to our clients throughout the year. No matter the complexity of your needs, we are ready, willing, and qualified to assist.
- Preparation of federal, state and local tax returns and e-filing
- Tax planning
- IRS and state representation
- Mergers and acquisition planning
- Business succession planning
- Gift and estate tax planning and compliance
- Nonprofit organization, tax compliance, and planning
- Employee benefit plan tax compliance
- Retirement planning
- Charitable giving planning
- Accounting for income taxes and uncertain tax positions
Our audit services look critically at your operations in order to go beyond simply expressing an opinion on financial statements. We approach each engagement with the goal of developing an in-depth knowledge of your industry and operations, and a desire to establish a strong collaborative effort between your team and ours. We focus on constantly developing new ways to help you achieve your business objectives, through strengthening internal controls and improving profitability. Below is a list of attestation services we provide:
- Benefit plan audits
- OMB A-133 audits
- Government/Yellow book audits
- Agreed upon procedures
- Service Organization Control Audits and Reports (SOC 1, 2, & 3)
- Internal control testing and evaluation
- Testing for compliance with grant and contract terms
Our consulting services combine financial and accounting expertise with an in-depth understanding of your business to help you achieve your goals. No matter your company’s size or industry, our team of experts can provide a variety of financial and business consulting services to assist you.
- Due diligence
- Internal control gap analysis and design effectiveness testing
- Business start-up
- Business process improvement
- Business planning services
- Process design and effectiveness
- Mergers and acquisitions
Employee Benefit Plan
Sproles Woodard performs services for traditional 401(k) plans, pension plans, health and welfare plans, 403(b) plans, and fringe benefit plans. In addition to performing audit services, we prepare Form 5500, and other benefit plan-related tax forms. We also represent our clients on regulatory and compliance issues with the IRS and DOL. We stay up-to-date on the latest issues surrounding employee benefit plans and have a dedicated group of employees with experience working with clients in the employee benefit sector. Our firm is a member of the AICPA Employee Benefit Plan Audit Quality Center.
Employee Benefit Plan Services:
- Full-scope audits
- DOL limited scope audits
- 403(b) audit
- Preparation of Form 5500
- Consulting on regulatory and compliance issues
- DOL and IRS representation
Family Asset Management
Family Asset Management Services are provided through our affiliated company – Catoico Resource Management LP. Sproles Woodard, LLP is the general partner and majority interest holder in Catoico Resource Management LP which specializes in the agency management of private oil and gas interests, ranches, farms and investments. We are committed to providing thoughtful stewardship of your family assets.
When you align your family with us, you have given the next generation a trusted team of advisors, who will provide stability, continuity and the common sense that comes with experience.
At Sproles Woodard, we pride ourselves on the fact that our clients are business leaders across a wide spectrum of industries including oil and gas, banking, health services, technology, retailing, agriculture, manufacturing, food service and trade associations.
We offer accounting and consultation services to privately held firms, nonprofit organizations, individuals and family-owned groups.
Since many of our clients have been with us for multiple generations, we are able to provide them with a long-term outlook for their businesses. We work hands-on with our clients to help them overcome challenges and achieve their business and personal goals.