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Services

Weber & Deegan, Ltd. provides a wide range of services to individuals and businesses in a variety of industries. At Weber & Deegan, Ltd., 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:

Service List

At Weber & Deegan, Ltd., we guide our 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. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

These services include but are not limited to:

  • Partnership and Corporate tax planning and return preparation
  • Individual Tax planning and return preparation
  • Estate and Trust planning and return preparation
  • IRS representation
  • Business entity selection and restructuring
  • Business Acquisition/Sale structure
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From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Weber & Deegan, Ltd.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Litigation support
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Weber & Deegan, Ltd.'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.

Employee Benefit Plan Audits

Employee Benefit plans are a highly regulated area. The overall fiduciary responsibility lies with plan officers who are not necessarily involved in the plan's daily operations. The plans daily operations are typically run by internal departments as well as third-party service providers. We can help mitigate the complexities that arise in this environment. We offer strong technical knowledge of GAAP and ERISA requirements, independent review and insight, a methodical approach that results in timely filing of Form 5500. Click here to learn more about the importance of hiring a quality benefit plan auditor.

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.

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Weber & Deegan, Ltd.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. The road to retirement is a long one and we can help you to take the proper steps to reach your goals. We partner with WD Financial Services in order to provide you with the financial planning expertise you desire. Please visit www.wdfadvisor.com for more information.

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QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

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