R.J. Augustine and Associates, Ltd., CPA s

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1 R.J. Augustine and Associates, Ltd., CPA s Innovative Paths to Your Financial Future

2 Success At R.J. Augustine, your success is our success. Understanding your business is our first priority, and we are actively involved in helping it grow over the long term. We anticipate the risks, plot the potential, and help you manage them to your advantage. R.J. Augustine is committed to exceeding your expectations and to inspiring positive financial returns. Knowledge R.J. Augustine goes out of our way to seek, attract, train, and retain the bestpossible people in the industry. We are not simply accountants alone, but experts who specialize in all facets of finance who see beyond the numbers and understand their impact. Since 1978, we ve been entrusted by our clients to track their progress, suggest ideas for growth, and help them realize innovative direction. As your trusted advisor, we can help you reach your goals and realize success beyond the ordinary. Skill In a volatile business climate, financial strength is key to stability and growth. Follow the rules. Know the strategies. And work with people who understand the issues. R.J. Augustine is among the area s leading professional service firms that can help you identify and capitalize on business opportunities. We deliver the value you expect, the ideas and solutions that meet your needs, and take innovative paths to improve your financial future. Trust R.J. Augustine s business and financial advisors are trained to co-develop your service expectations and help shape the future to your best advantage. We understand your unique needs and our team of focused professionals are energetic, enthusiastic, and dedicated to providing the greatest value for you and for all of our clients. R.J. Augustine s approach is designed to facilitate our role as your business advisor. We are accessible, resourceful, and responsive to help you make informed decisions to plan for a promising future. o n e s t o r y, o n e v o i c e.

3 Our skills extend beyond tax and accounting to establish a productive, long-term relationship based on our clients particular needs. We provide a variety of services, including: Accounting Services Financial Statements, Payroll Services, Sales Tax Services, Bookkeeping/Write-up, Accounting Software Selection Audit & Review Of Non Public Entities Agreed Upon Procedures, Private Entity Audits, Compilations, Employee Benefit Plan Audits, Qualified Plan Audits, Business Acquisitions, Financial Reporting, Forecasts & Projections, Budgeting & Cash Management Services Business & Personal Consulting Reviews for Tax & Accounting Issues, Investment Advice, Financial Consulting, Computer Consulting, Accounting Software Selection & Implementation, QuickBooks ProAdvisor, Human Resource Recruiting & Training, Business Valuation, Benefit Consulting, Business Entity Selection Financial Services Financial Planning, Estate Planning, Business Succession Planning, Retirement Planning, Personal Financial Planning Valuation & Litigation Support Services Business Valuation, Intangible Asset Valuation, Fraud Deterrence and Litigation Forensics, Consulting Services Tax Services Corporate & Individual, Estate, Trust & Gift Tax Preparation, State & Local Taxes, Tax Planning, Compliance & Consulting, Online Tax Services

4 R.J. Augustine offers a wide range of services for individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. The services that we offer are described below. This list is by no means all-inclusive; please feel free to inquire about a service you need but do not see listed. Accounting Services Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services. Financial Statements 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: (1) audit, an intensive examination with the highest level of assurance; (2) review, analytical procedures conducted with limited assurance; and (3) compilation, based upon client information provided and used primarily for internal use. 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 reliable, efficient, and effective payroll systems. Our firm can also help prepare all necessary payroll tax returns in a timely manner. Sales Tax Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation and preparation of informational sales tax returns in an efficient and timely manner. Bookkeeping/Write-Up Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of success. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Accounting Software Selection Our firm can help you identify and select the proper software needed for your accounting to conform with the requirements of various federal and state tax agencies.

5 R.J. Augustine & Associates ambitious team, impressive resources, and longlasting partnerships together create an enterprising entity. Assurance & Auditing Services Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company s financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles. IRS, State, & Local Representation During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can assure our clients they are being properly represented before federal, state, and local tax agencies. Forecasts & Projections Our firm provides complete financial and business forecasting services, including perform projections. We also develop custom, what-if? planning scenarios to help management foresee and plan for unexpected business contingencies. Qualified Plan Audits Pension, Profit Sharing and 401(k) Audits Budgeting & Cash Management Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients find these value-added services indispensable.

6 Business & Personal Consulting Our company offers a wide range of consulting services to help business operations boost efficiency and increase the bottom line. Business Purchase & Sale Structuring the purchase or sale of a business property is a critical step in the process of buying and selling a business. Our competent staff has the experience to guide you through the acquisition and/or disposition process by addressing such issues as cash flow analysis and tax considerations. Computer Consulting Whether you are contemplating the addition of a 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 business computer systems. Accounting Software Selection & Implementation With the number of computerized accountingsoftware packages available for small businesses and individuals growing every day, selecting the one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and hands-on experience. Our staff can help you choose and implement the system that best fits your needs. QuickBooks ProAdvisor Our Certified QuickBooks ProAdvisor experts have completed a comprehensive QuickBooks training course and exam. They can get you started with the program on the right foot aiding in setup, training, and troubleshooting and even help you move from your current accounting method to the QuickBooks method. Whether you need help to customize the software, learn how to use it more efficiently, or better understand the financial data you currently have in QuickBooks, we are available to help you get the most from the software. Business Entity Selection Choosing a business entity (e.g. S corporation, sole proprietor, limited liability company) is a crucial decision that can have long-standing tax implications, both positive and 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.

7 To be successful, you have to work smart. Take advantage of your strengths. Call upon your resources. Think outside the box beyond your business as you see it today. Financial Services Financial Planning Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. 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 Planning 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 that affect your business. Retirement Planning Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

8 Set meaningful goals, reach your objectives, and let R.J. Augustine & Associates help you maximize your financial opportunities. Tax Services Corporate & Individual Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state, and local tax returns for individuals and businesses. Tax Planning Tax planning is an essential element of the tax preparation process and your overall business strategy. Our experience, combined with access to the most current new developments in tax law, can help you minimize your current and future tax liabilities. Estate, Trust, & Gift Tax Preparation Effective estate and gift 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. Tax Preparation Our significant investments in computerized tax preparation and research software enable us to accurately and efficiently prepare returns for various types of entities; including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

9 Valuation & Litigation Support Services Our staff of intelligent, dynamic and innovative people provides valuation and litigation support services. These services include business and intangible asset valuation services, litigation consulting and financial forensic services, along with various other types of related specialty advisory services serving the business and legal communities.

10 Results Driven Proactive Measured Performance Integrated Solutions Forward Thinking Experience Clear Direction Customer Focused Accountable Clients We Serve Advertising Agencies Auto Dealerships Construction Contractors Computer Developers Extractive Industries Finance Companies Franchises Government Contractors Hotels & Restaurants Insurance Agents & Brokers Leasing Companies Manufacturing Mortgage Banking & Finance Not-for-Profit Organizations Pension Plans Professional Services Publishing & Printing Real Estate Realty Associations Retail Trade State & Local Governments Telephone Companies Estate Planning Investments Retirement Mortgage Business Planning Education Planning Income Protection Client

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12 THE AICPA ALLIANCE FOR CPA FIRMS R.J. Augustine and Associates, Ltd., CPA s 999 Plaza Drive, Suite 650 Schaumburg, Illinois P F American Institute of Certified Public Accountants