Willoughby & Company, Inc.
Willoughby & Company, Inc.
Your Success is Our Success
info@willoughbycpa.com
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Accurate and timely accounting information is a necessity for any successful business. Willoughby & Company, Inc. can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

- Financial Planning Services
- Tax Planning and Return Preparation Services
- Auditing Services
- Payroll Services
- Business Valuation Services
- Business Mergers & Acquisitions

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.   We do not represent any investment companies or products.  We receive no commissions which guarantees you objective advise. 

Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Auditing Services

Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

Business Valuation Services

Litigation support, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.

Business Mergers & Acquisitions

Acquiring, selling, or merging... you need to negotiate the best deal to meet your financial goals.  You can rely on us to assist in negotiations, valuations, and transition plans for your business transaction. 

General Business Consulting

General business issues, we run a business just like you.  You can count on us to provide sound business advice.

Technology Utilization Consulting