Services
Financial and Retirement Planning
Individual Tax Preparation and Planning
Business Accounting, Tax Services and Financial Statements
Payroll Services for Small Businesses
Financial Planning
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
The CFP Board conducted a nationwide consumer survey among upper-income households. That survey reflects the public’s growing demand for financial planners who adhere to rigorous standards.
Of those surveyed:
- 85% considered successful completion of a certification examination “very important” or “extremely important.”
- 95% felt financial planners should adhere to professional practice standards.
- 97% said the most important standard for financial planners was adherence to a professional code of ethics.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle—or an even better one—than you do now, you need to start planning for retirement…NOW. We can analyze your projected income and expenses and suggest retirement strategies to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Avantax Financial Services
David Livingstone provides financial services through Avantax Financial Services. Wealth accumulation strategies are setup for clients. The type of services provided is based on the client’s preferences and needs.
Individual Tax Preparation and Planning
Tax season is a time of stress for many families and business owners. Whether you are filing as an individual or business, the experienced accountants at David C. Livingstone, CPA, CFP can help make tax season a breeze. Preparing your financial data can take a lot of time. We provide our clients with tax organizers which speed up the data collection process. We will utilize your financial data, prepare, and file your federal and state income taxes so you can get back to more important things like running your business or spending time with your family.
Business Accounting and Tax Services
When you run a business, keeping accurate financial records is vital to the continued success and growth of that business. Hiring a professional bookkeeper from David C. Livingstone, CPA, CFP who specializes in small business accounting and small business bookkeeping services can help ensure your financial data is always up to date, accurate, and securely stored.
By hiring a qualified accountant for your small business bookkeeping needs, you can focus on what really matters—your clients. David Livingstone is a certified public accountant and an expert in small business accounting. He specializes in small business bookkeeping services. From inventory expenses to keeping track of expense accounts, David C. Livingstone, CPA, CFP is the name you can trust for thorough, high-quality small business bookkeeping services.
His strategic tax planning services for bushiness provides a unique and custom tax strategy that creates a comprehensive advantage by lowering your costs and increasing your profit. He will accurately complete all tax returns and filings each year and, for business filings each city, state and county where your business operates. With ever increasing penalties for missing or inaccurate returns, it is more important than ever to get it right. David is dedicated to accurate compliance with professional individual and business tax preparation services. He utilizes his expertise to make sure your tax returns are completely accurate and timely filed. This greatly reduces the costly risk of compliance failures and minimal time for strategic forecasting or planning. David works with taxpayers to continually improve compliance processes. Companies are struggling to do more with less and tax compliance—including the gathering of data for tax returns—is often time-consuming and not a value-added process. We will help you rethink your approach to compliance and reporting by taking a closer look at technology processes, resources and service providers.
For businesses it is more comprehensive than traditional tax planning as it employs a deeper factual examination of a business. David performs a factual analysis to determine how best to serve you. He will optimize tax efficiency of your organization while fully respecting your risk tolerance. Reducing tax cost and risk at the same time is his goal. David will gather and analyze information about your business including tax returns, financial statements and employee information.
Accounting Services
We offer a complete range of accounting services. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Bookkeeping/Write-Up and Client Accounting Services
Our firm provides bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Payroll Services for Small Businesses
David C. Livingstone, CPA, CFP will handle the set-up, ongoing data processing of weekly, bi-weekly or semi-monthly payroll reports:
- Make tax deposits on a weekly, monthly or quarterly basis
- Prepare quarterly payroll tax returns and the annual preparation of Form W-2s for employees
- Sales tax reporting, if applicable
- Business planning
- Monthly/quarterly oversight and review of your internal financial reports
- Guidance on monthly closing procedures
- Guidance and oversight to streamline your monthly reporting procedures
- If the need arises we can provide compiled or reviewed financial statements for your bank.
David C. Livingstone, CPA, CFP, values getting to know your business better so that he can be your long-term trusted advisor. He has the resources to take you from start-up through ultimate succession. He prides himself on delivering quality timely service. Contact David today to coordinate an initial consultation.
IRS and State/Local Representation
Our firm knows the tax laws, and we will know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.
David is an accounting service expert and utilizes a variety of software packages available, primarily Intuit’s QuickBooks accounting software. He can assist your management team with generating more user-friendly financial reports and bridge the gap in being a resource to increase profitability and improve margins.