| Tax Services | Proactive tax planning is one of the most beneficial services we offer. The primary objective is the same as that of all our clients: to minimize the overall tax burden whenever and wherever possible. To achieve this end, our tax services are directed toward tax planning rather than just completing or reviewing tax forms. Our suggestions frequently enable our clients to substantially recover more than our fees. Our professionals are trained to prepare your return utilizing all tax planning methods and options available under current legislation. |
| Estate Planning and Administration | Our approach to estate planning is very personal. It is a delicate issue dealing with family relationships and an eventual death. Clubine and Rettele, Chartered goes beyond the basics to help you achieve a sense of security concerning the distribution of your estate. Careful steps are taken to make sure you understand the tax issues surrounding estate planning. |
| Trust Administration | A trust is a very important part of estate planning and allows you to determine how and when assets will be distributed after your death. A trust can be funded while a person is still living or upon death. Clubine and Rettele, Chartered has often served as a trustee for our clients as we have the financial expertise and tax knowledge to assist you in all parts of your trust and estate work. |
| Farm and Ranch Accounting | We spend considerable time with our agricultural clients planning in order to minimize taxes each year. Clubine and Rettele, Chartered prepare projections in November and December to assist you in paying the least amount of income taxes. Our professional staff can assist you with your farm or ranch operation by simply preparing the income tax returns from your records to actually preparing a complete set of accounting records including the posting of individual receipts and disbursements. |
| Business Planning, Accounting and Consulting | Clubine and Rettele, Chartered has helped family owned businesses and closely held businesses for over 30 years. We assist you in strategic and proactive business planning. We provide an expert objective look at businesses from the outside. We offer individualized service and person to person contact. Our group of professionals will allow you to spend your valuable time in other critical areas of your business. |
| Payroll Services | Clubine and Rettele, Chartered can assist you with all your payroll duties. Our services include preparation of payroll checks, calculating payroll tax depositories, quarterly and annual payroll reports and year end employee W-2's. |
| Audit and Review Services | Clubine and Rettele, Chartered can provide you with an audit or review. Our audit and review clients include governmental agencies, school districts, non-profit organizations and small businesses. We have a highly skilled competent staff dedicated to working with a wide variety of businesses and organizations. We stay up to date on issues that affect your business. In addition to financial statement auditing and review, we provide specialized attestation services such as agreed upon procedures, inventory, accounts receivable and fraud audits. |
| Business Valuation | Clubine and Rettele, Chartered offer experts in business valuation. The valuations range from complete written reports of our opinion of value for third parties to an estimate of value for internal purposes. Valuations are made for a variety of reasons, such as marital dissolution, business liquidation or reorganization, buy/sell agreements or disputes, allocations of sell or purchase price, estate and gift taxes, financing, damages litigation and charitable contributions. |
| Retirement Planninig | Individual Retirement Accounts (IRAs), business retirement accounts, etc. are areas we can provide assistance for your retirement years. We will provide you with the tax aspects of various retirement accounts available to you. |
| Computer Training | Computer technology is a critical part of every successful business. We can assist you in identifying the appropriate software and hardware solutions to meet your goals. Our services include system procurement and installation, system and application training and financial software application, consulting and recommendations. We can also train your staff to be proficient on your accounting system and provide continuing support concerning your accounting software needs. |