Advisory
Additional Services
Your business and personal financial needs may extend beyond accounting and tax services. The Accounting Firm LLC helps clients access complementary professional resources, including notary services, estate and trust planning coordination, and assistance connecting with independent legal and business professionals. Our goal is to help you identify appropriate professional support for your circumstances.
Professional Support Beyond Accounting
Financial, business, and personal matters often require expertise from more than one professional discipline.
While The Accounting Firm LLC specializes in accounting, taxation, assurance, and business advisory services, we recognize that clients may also need notarial assistance, legal services, or other specialized professional support.
Our firm can assist with related tax and financial considerations, help coordinate professional services when appropriate, and connect clients with independent providers based on their needs.
Services performed by outside professionals are provided independently and remain subject to their own qualifications, agreements, availability, and fees.
Notary Public Services
Notarization is an important part of many personal, financial, and business transactions.
For clients requiring notarial services, we can direct them to Notary Group LLC, a separately operated notary business.
Notary Group LLC provides mobile notary services for individuals and businesses, subject to availability and applicable notarial requirements.
Examples of documents that may require notarization include:
- Business agreements and authorizations.
- Affidavits and sworn statements.
- Powers of attorney.
- Real estate and financial documents.
- Other documents requiring notarized signatures.
Notary Group LLC provides notarial services and does not provide legal advice or legal representation.
Visit Notary Group LLC (opens in a new tab) (a separate business)
Estate and Trust Planning Coordination
Estate and trust planning often involves important tax, financial, and legal considerations.
The Accounting Firm LLC can assist clients with the accounting and tax-related aspects of estate planning and coordinate with independent attorneys when legal advice or legal documents are required.
Our tax and financial assistance may include:
- Reviewing potential estate and gift tax issues.
- Evaluating income tax considerations associated with trusts and estates.
- Discussing the tax implications of asset transfers.
- Coordinating financial and tax information with an estate planning attorney.
- Assisting with estate and trust tax preparation under a separate professional engagement.
Wills, trusts, powers of attorney, and other legal instruments must be prepared or reviewed by appropriately qualified legal professionals.
The Accounting Firm LLC does not provide legal advice or legal representation.
Legal and Business Support Referrals
Businesses and individuals may occasionally require specialized professional assistance beyond accounting and taxation.
When appropriate, The Accounting Firm LLC may help clients identify or connect with independent attorneys and other qualified professional service providers.
Examples of matters that may require additional professional assistance include:
- Business contracts and commercial agreements.
- Business ownership and organizational matters.
- Estate planning and legal documentation.
- Real estate transactions.
- Other specialized legal or business matters.
Any legal services are provided directly by independent licensed attorneys.
Referrals depend on the client’s circumstances and the availability of appropriate professionals.
The Accounting Firm LLC does not guarantee the availability or outcome of services provided by third parties.
A Coordinated Approach to Your Needs
When accounting, tax, financial, and legal considerations overlap, communication among the appropriate professionals can help clients better understand their options.
With client authorization, The Accounting Firm LLC may coordinate relevant accounting and tax information with independent professional service providers.
Each professional remains responsible for the services they independently provide.
Our firm’s involvement is determined by the scope of the applicable professional engagement.
Frequently asked questions
Does The Accounting Firm LLC provide notary public services?
Notarial services are available through Notary Group LLC, a separately operated business.
Notary Group LLC offers mobile notary services for individuals and businesses.
You can visit notarygroupllc.com (opens in a new tab) to learn more about its services and availability.
Can your firm help with estate and trust planning?
Yes. The Accounting Firm LLC can assist with tax and financial considerations associated with estate and trust planning.
When legal advice or preparation of legal documents is required, those services must be provided by an appropriately qualified attorney.
Can you refer me to an attorney or another professional?
When appropriate, our firm may help identify independent professional resources based on the type of assistance needed.
Referrals depend on availability, and any services performed by third parties are governed by their own professional agreements.
Also in Advisory
Need Additional Professional Support?
Whether you need tax-related estate planning assistance, notarial services, or help identifying an appropriate independent professional resource, we welcome the opportunity to discuss your needs. Contact The Accounting Firm LLC to learn how we may be able to assist.