Providing Accounting, Tax Preparation, and Business Advisory Services That Power Business Growth
Holt & Patterson’s accounting, tax preparation, and high-quality business advisory services provide smart business owners the financial guidance needed for continued growth and prosperity. From small, family-owned businesses to large multi-million-dollar corporations, Holt & Patterson is equipped to handle any accounting need you may have.
Accounting & Auditing
Holt & Patterson can help with all of the accounting and auditing needs necessary to run your business. We work with clients of all sizes—no matter how big or small—to match your pace. Utilizing Holt & Patterson accountants will allow you to make better operational and strategic decisions with the accurate, timely financial information we present to you.
Business Consulting
While it’s true that virtually every business requires accounting services throughout the year, many businesses, small and large, will benefit considerably from the strategic planning that Holt & Patterson Business Consultants provide.
A trusted Holt & Patterson Business Consultant can help you look ahead to future opportunities while helping you minimize tax liabilities going forward.
What can you do to plan for growth, or to plan for the succession of your business? How can you structure your various business entities to minimize risk? We can work with you to ensure you make business moves with intention and advance planning.
Tax Preparation
Holt & Patterson takes pride in understanding the ever-changing tax laws. Knowledge of the most current developments in tax laws can help minimize current and future tax liabilities. Through the use of advanced tax preparation and research software, Holt & Patterson’s prepared returns are completed accurately and efficiently for individuals, corporations, partnerships, trusts, estates, not-for-profit entities and other businesses. We work diligently to minimize tax liability to save you as much money as possible. Additionally, through strategic tax planning, we are able to analyze your tax liabilities and strategize even more ways to lower your taxes for the next year.
Payroll Preparation
Holt & Patterson has a full-service payroll department to meet your unique needs. It is as easy as choosing your payroll preferences. We can assist you with direct deposit set-up, garnishment, child support administration, and new hire reporting just to name a few.
If you prefer to have your payroll checks done internally, ask us about our Payroll Tax Services. We can process your monthly tax deposits, as well as quarterly and annual returns. We can also ensure your company is compliant with ACA regulations.
Maybe you just need W2 reporting at year end? Our services are flexible and cost-effective to meet your individual needs.
Holt & Patterson is an approved MEM Partner. See Missouri Employers Mutual Insurance about combining your payroll and worker’s compensation needs to be able to take advantage of “Pay as you Go.”
Valuation Assessment
An accurate assessment of a business’ worth can be an invaluable tool for any business owner. A business valuation can be used to prepare for a variety of common business transactions and activities, including tax, legal and regulatory uses and financial planning.
Holt & Patterson’s Valuation Department prepares comprehensive valuations for a variety of businesses, regardless of size or structure. We help our clients complete business valuations that meet two criteria. First, each valuation should reach a supportable conclusion of value. Secondly, the valuation should clearly and convincingly establish how the conclusion was reached.
Valuations are recommended for companies participating in the following activities:
- Mergers, Acquisitions and Sales
- Buy-Sell Agreements
- Employee Stock Ownership Plans (ESOPS) and Incentives
- Corporate Reorganizations
- Collateral Values for Loans
- Estate and Business Succession Planning
- Litigation Support
Business valuations can also be a valuable tool for stockowners and investors. A tangible value for a business determines stability when establishing loan values, stock options and incentives and acquisition potential. Knowing the full value of a business also helps to establish intangible values, which can be used as supporting information for a number of professional investment opportunities. Additionally, a valuation professional can be a helpful resource if you ever find yourself involved in business disputes, marital dissolution or other litigation.
Management Consulting
Holt & Patterson is more than an accounting firm. We consult businesses on a multitude of business planning needs. Our consultations are always confidential, and we can help guide you through a number of situations including: avoiding bankruptcy, evaluating risk management, and completing mergers and acquisitions including the due diligence process.
Additionally, Holt & Patterson is a certified QuickBooks advisory firm, and can assist small business owners with the software.
I-9 Compliance
Are you certain your company is compliant with federal regulations?
Employment Application Review
As laws change and employers are facing lawsuits for discrimination, now is a good time to review your hiring processes.
Our HR Manager, Denise Lucas, has experience in this field as well as recruiting for a Federal Contractor. Federal Contractors have to adhere to strict rules and reporting under the EEOC, Homeland Security and Affirmative Action.
If you would like Denise Lucas to review your Employment Application Form or your hiring process please let us know. Holt & Patterson is offering this service at a rate of $100 per hour. This service is not included in the regular payroll fee.