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Services

LUDWIG KLEWER & CO. PLLC provides a complete portfolio of services to meet the needs or our clients. At LUDWIG KLEWER & CO. PLLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

At LUDWIG KLEWER & CO. PLLC, we guide our individual and business clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Accounting Services

LUDWIG KLEWER & CO. PLLC provides a variety of accounting services to support your business and personal financial reporting needs.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping
  • Accounting system setup and support
  • QuickBooks assistance
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation

Assurance and Advisory Services

At LUDWIG KLEWER & CO. PLLC, we are committed to building close client relationships that add long-term value. We serve a broad range of industries while offering specific expertise in the practice of nonprofit organizations, title companies, construction contractors, medical and dental practices, real estate development and management, and employee benefit plans.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Audits, Reviews, and Compilation

LUDWIG KLEWER & CO. PLLC's financial statement services comprise all three levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. LUDWIG KLEWER & CO. PLLC's will work with your legal advisor to help navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

LUDWIG KLEWER & CO. PLLC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We will partner with your investment advisor and provide information to help evaluate the most tax-advantageous retirement plan options and tax implications of investment strategies.

Forensic Accounting

LUDWIG KLEWER & CO. PLLC forensic accounting services can be employed in a wide range of situations and typically involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and provide the information you need to make informed decisions.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, LUDWIG KLEWER & CO. PLLC can advise you on choosing an entity type and later restructuring if advantageous.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, our firm can reduce your anxiety by providing professional representation on your behalf.

Cash Flow and Budgeting Analysis

LUDWIG KLEWER & CO. PLLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow can significantly impact your business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success.

Financial Projections and Forecasts

LUDWIG KLEWER & CO. PLLC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come.

Mergers, Acquisitions, and Sales

LUDWIG KLEWER & CO. PLLC can help you successfully structure and negotiate business transactions related to mergers, acquisitions and sales. We employ careful analysis and due diligence to pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking.

Debt and Finance Advising

Whether your needs are corporate or personal, LUDWIG KLEWER & CO. PLLC's professionals can assist you in analyzing the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.


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