Our firm offers a wide range of services to our individual and business clients. Due to personalized professional attention, our clients benefit by getting quality service that is beyond comparison. Below we have listed a selection of services we offer.

As the list below is just a sample of our services and is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Industry Specializations

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Auto Dealership

Auto Dealers

Suttle & Stalnaker offers tax and accounting services that are specific for your auto dealership.  With a long history of a commitment to the auto dealers industry, our knowledge and experience help us to work directly with you to achieve your financial goals.

Our philosophy is to work with you to give practical advice for making your dealership more profitable.  From focusing on accounting to parts inventory management or dealing with the competition, we can help you navigate through the issues.  We understand that each day brings a host of increasingly complex financial issues to be solved.  We stand ready with the following services – to help you find the solution that moves you further toward your goals.

Our services include:

• General ledger and financial statement preparation
• Bookkeeping (monthly/quarterly/annually)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation, including Sales & Use and Business Property
• Personal Financial statements
• LIFO calculations
• Inventory control assistance
• Consulting services

Construction

Under Construction

Financial Institutions

Under Construction

Governmental Agencies

Under Construction

Healthcare

Under Construction

Natural Resources

Energy companies face a number of industry-specific issues. As you address these issues, it is important to work with a service provider that knows your industry, and has worked with companies similar to yours. This translates into project and cost efficiencies that generate greater bottom line impact, increased efficiency in the service delivery time, and superior quality in the final product. Suttle & Stalnaker, PLLC can leverage its extensive experience in the energy and natural resource industry to help your company solve its business problems with efficiency and quality because we serve both small and large companies with operations and sales throughout the world.

We currently serves over 80 entities in the energy and natural resource industry including mining companies, mine operators and labor entities, transportation asset companies (including rail, barge, pipeline, and dock facilities), mineral reserve companies, oil & gas production entities, etc. Many of these entities are industry leaders in their geographic area.

Our services go beyond traditional financial audits and include the following:

• Audits, reviews, and compilations in accordance with USGAAP

• Financial reporting conversion from IFRS to USGAAP

• Design and implementation of the internal control structure

• Design and implementation of accounting policies and procedures

• Financial reporting consulting and preparation of financial statements

• Development of projections and forecasts

• Operational improvement analysis

• Merger and acquisition consulting

• Due diligence reviews and assistance

• Royalty calculation audits and examinations

• Internal audit assistance

• Sarbanes Oxley (SOX) preparation

• Review of mineral reserve studies performed by third-party engineers

• Preparation of the asset retirement obligation calculation

• Accounting assistance with complex accounting transactions such as:
• Variable Interest Entity accounting
• Sale-leaseback transactions
• Capital leases
• Prepaid royalties and deferred minimum royalties
• Equity method investment transactions
• Bonding calculations and required reclamation bonds
• Business combinations
• Asset acquisition transactions
• Hedging and derivative transactions
• Warrant and options
• Stock options
• Grant accounting
• Mine development accounting
• Impairment analysis
• Review and establishment of depreciation methods and useful lives
• Production versus development capitalized
• Related party transactions
• Right-a-way transactions
• Subsidence mitigation
• Environmental liabilities
• Going concern analysis
• Puts and call options
• Accounting by transportation entities
• Valuation of inventory (lower of cost or market)
• Development stage entities

Non-Profit Organizations

Under Construction

Services

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Asset Protection

Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

• Audit- an intensive examination with the highest level of assurance
• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided and used primarily for internal use.

Bankruptcies

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Computer Services

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions
• Estate, trust & gift planning

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Elder Care

Suttle & Stalnaker, PLLC is pleased to announce the expansion of our Elder Care Department.  Elder Care Services is a natural extension of the work we have been doing for our clients for many years in the areas of tax return preparation, personal financial planning, audit and small business services, and estate planning. 

Elder Care Services is a unique, customized package of services designed to help you, a loved one, or a client regardless of age.  Our services are tailored specifically to meet our client’s individual needs.  The services are for anyone living at home, at home with 24 hour or partial care, in a long term care, or assisted living facility.  It provides the correct mix of assistance and oversight to ensure our clients’ later years are more secure and enjoyable.

Listed below are some of the Elder Care Services that Suttle & Stalnaker, PLLC provides.  The client may select as few or as many services as needed.

We look forward to meeting with you to discuss how these services can make a difference for you, a loved one or client.  Referrals are always appreciated.  Please contact Wally Suttle or Karen Page  at 304-343-4126 for more details.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Non-Profit and Government Practice

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

PCAOB and Sarbanes-Oxley

PCAOB

Suttle & Stalnaker, PLLC is registered with the Public Company Accounting Oversight Board (PCAOB) and is actively invilved in public company accounting and the convergence to IFRS. The firm is also a member of the AICPA's Center for Audit Quality, a voluntary membership organization for firms who audit public companies. The mission of the Center is to "foster confidence in the audit process and to aid investors and the capital markets by advancing constructive suggestions for change rooted in the profession's core values of integrity, 0bjectivity, honesty and trust."

Sarbanes-Oxley

            The Sarbanes-Oxley Act of 2002 was enacted to restore confidence in financial reporting and strengthen corporate accountability and governance.  Section 404 of the Act focuses unprecedented attention on an organization’s internal controls, requiring disclosures and extensive reporting. We can work efficiently with your company’s management team and internal and external auditors to provide you with the confidence that your internal controls are properly documented, tested and when necessary, remediated. Suttle & Stalnaker, PLLC can help you achieve the accountability and independence necessary for compliance with the Sarbanes Oxley Act. 

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Small Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation
- Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business