Superior Services
Kositzka, Wicks and Company's scope of professional financial services is extensive. Here it is at a glance: Accounting and Auditing

Kositzka, Wicks and Company prepares financial statements including audits, reviews and compilations. Areas of experience include:
  • Residential and commercial contracting
  • Manufacturing
  • Government contracting
  • Government grants
  • Wholesaling and retailing
  • Associations
  • Not-for-profit organizations
  • Professional service organizations
  • Technical service organizations
  • Employee benefit plans
  • Charitable trusts and foundations
  • Real estate development and management
  • Commercial leasing companies
  • Estates and trusts
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Taxation

In addition to the routine compliance involving the preparation of various required tax returns, Kositzka, Wicks and Company's services include:

Individuals:
  • Develop, implement and monitor basic and sophisticated multi-year tax plans.
  • Plan and implement family wealth transfers.
  • Plan and implement goals for education funding, retirement, etc.
  • Assist clients with meeting personal financial obligations, budgeting, reviewing and paying bills, and preparation of personal financial analysis of income and expenditures.
Partnerships and Limited Liability Companies:

Provide planning and advisory services relating to the formation, operation, sale or exchange, and termination of these entities.

Estates and Trusts:

Develop and assist with implementation and administration of estate plans for individuals and their families. Advise on the implications of various trust arrangements and other lifetime planning opportunities. Serve as trustees and personal representatives when appropriate to achieve planning goals.

Corporations:

Develop and implement planning in connection with the formation, operation, reorganization and liquidation of corporations. Includes long-range tax planning fully integrated with the personal planning of the owners.

Not-For-Profit Organizations:

Advise and assist with planning in conjunction with formation and operation of non-profit organizations. Consult and assist with planning to maintain tax-exempt status during organizational and operational changes.

Employee Benefits:

Provide advice and planning services concerning various types of employee benefit plans, including defined benefit, money purchase pension and profit-sharing plans; group-term life insurance; health insurance plans; medical reimbursement plans; 401(k) plans; SIMPLE plans; cafeteria plans; ESOPs; and other forms of qualified and non-qualified benefits.

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Management Advisory Services

Accounting and Information Systems:

Review existing manual or automated systems. Suggest modifications and assist with implementation, as required.

Accounting Personnel:

Interview and evaluate client's candidates for internal accounting positions. Assist with training of accounting personnel.

Projections and Feasibility Studies:

Review management's assumptions and assist with the preparation of cash flow and income tax projections.

General Consulting:

Assist with operational and strategic business planning, including analysis of options concerning asset acquisitions, purchase of or mergers with other business entities, development of comprehensive executive compensation programs, and succession planning for equity transfers.

Business Valuations:

Prepare valuation studies of business entities for a variety of business and personal uses, including buy-sell agreements, estate and gift valuations, and property settlement agreements.

Disaster Recovery Planning:

Assist with the development, implementation and review of business continuity plans for a variety of business activities, including disaster recovery.

Asset Protection Planning:

Assist businesses and individuals with assessing risk. Develop, implement and review plans to protect assets from unknown, future creditors.

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