Payroll

"Need a Headache-Free Payroll Solution?"

"Whether you’re starting your first payroll, unhappy with your current provider, tired of doing it yourself, or just shopping for prices, we’re happy to discuss our payroll service options and give you a complimentary quote."

Employer Compliance and Payroll Laws Are Constantly Changing

With payroll tax laws, new reporting requirements, and employee rights changing every month, it’s just about impossible to remain current in this area and still have time left over to run your business at the same time. That’s why we make it our business to stay up-to-date with changing payroll laws and compliance so you don’t have to.

If you’ve ever made a payroll mistake or missed a deadline that cost you big money in fines and penalties, you’re not alone. One in three companies has been charged with a payroll mistake, and the penalty averages hundreds of dollars. We’ll happily take charge of all of these myriad payroll requirements, deadlines, and responsibilities.

Freedom on Payroll Day

If you’d rather be anywhere but chained to your desk on Friday when you have to get the payroll out, we can painlessly help you bring your payroll system into the 21^st century. With options like direct deposit and cloud-based approval systems, you can approve your payroll from any internet connection in the world: think cruise ships, wi-fi enabled flights, or that beach house in Maui.

More than Payroll Services

Onboarding new employees.
Worker’s compensation audits.
New hire reporting (required for child support delinquencies).
Time tracking forms and paperwork retention requirements.
Job costing. Wondering where all that staff time is going? We can help you figure that out.

There are many more payroll-related headaches we can assist you with. These include:

Poster compliance (to avoid hefty fines a small business cannot afford)

Don’t Get Chained to the Big Chain Payroll Services

Many of our clients come to us after poor experiences with the large national payroll services (you know them: Paychex, ADP).

If you’re tired of training the revolving door of customer service representatives assigned to your small business account, we can help. We love getting to know your business and why you’re passionate about it, so that we can serve you more personally. We’re small business owners just like you, and you have direct access to the owner any time you need to reach out to us about your account.

When the big payroll chain makes a mistake on your account, it costs you your valuable time straightening it out, not to mention all that stress and frustration. By knowing your business more personally and working with small businesses like yours day in and day out, we can avoid these mistakes and provide more accurate services that save you time.

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At Your Service

Accounting

Bookkeeping and General Accounting

Controller Services

Payroll Services

Your staff is the lifeblood of your organization, but making sure they get paid on time is only a small part of payroll implementation. Failure to timely and properly make payroll tax payments is one of the top reasons businesses become insolvent. And, we have the expertise to do more than just process your payroll and payroll tax; our comprehensive business background means we can help guide you on how to optimize your payroll expense to achieve more, answering questions such as: Is your payroll expense reasonable for your type of business? Should I give bonuses or raises? How can I implement retirement or insurance benefits with the biggest bang-for-the-buck? Learn more . . .

Quickbooks

Tax

Business Advisory

Business Accounting and Tax

Business Formation

Business Planning

Business Sale or Transition

Employer Retirement Plan Implementation

We have significant experience with the implementation and management of various employer retirement plans. Whether you are a sole proprietor or have a team of hundreds, we can help you select the right plan for your company and implement it. We’ve advised and managed plans including 401k, SIMPLE, SEP, and more. We were working under the new ERISA fiduciary rules years before they were required. Furthermore, we can educate you on any potential liabilities you may have as a plan sponsor, how to limit those liabilities, and even help educate you and your employees on individual investment selection.

Financial and Estate Planning

Asset Management

For many firms, asset management and investment management are synonymous terms, however, for Eddleman clients, asset management means we consider and advise you on liquid investments and other items of monetary value, considering both simultaneously. What does that mean? It means when advising you on your IRA investments, we also consider the 401k at your current employer as well as the real estate you inherited from your parents, and the small business that you own.

Financial Planning

Most people have dreams for the future and for many of those dreams, their accomplishment is at least influenced if not completely determined by financial decisions. Financial Planning means understanding where you are today and where you want to be tomorrow and then helping you to chart a course to get there. It’s much more than just stacking the money as high as possible. It’s about making tough decisions such as whether to pay of the house early and how that may impact both your retirement and funding the kid’s college.

Retirement Planning

Retirement Planning is really very different for everyone. For some, retirement means not working at all. However, for most, even those with the financial ability to not “have to” work, retirement means having the ability to do what you want, when you want. That may be taking a trip with the grandchildren, opening that small business you always dreamed of, perhaps even working when you want, and doing what you love regardless of the pay.

Wealth Management

You’ve worked hard, saved, invested, and realized the financial success of the labor and planning. Now, you need an advisor who can make sure the wealth you’ve established has the best opportunity of doing its job. Perhaps you’re concerned with how to establish the same ethics in the next generation before handing the assets over or maybe you’re unsure whether to just donate those funds or establish your own foundation. Whatever your dream for your wealth, we understand there’s a lot more to wealth management than balancing risk/return, cutting checks, and minimizing taxes.

Risk Management

Managing risk is much more complex than most people realize and plays a much more central role in reaching financial objectives than most realize. And, whether you realize it or not, you take risk every day with your finances and other parts of your life.

The first step to managing financial risks with both your investments and other aspects of your finances is understanding what those risks are and then deciding whether those risks can/should be eliminated, avoided, minimized, or mitigated. We have extensive experience in helping you analyze and manage investment risk. Furthermore, we don’t sell insurance because we prefer not to interject bias into our advice, however, we have significant knowledge and understanding of insurance should you wish to consider using it to mitigate certain financial risks. Finally, we understand the more complex aspects of risk management with techniques such as corporate formation.

Real Estate and Hard Asset Advisement

No, we don’t sell or broker real estate or other hard assets, but our significant knowledge of real estate management and disposition can help you. And, unlike so many other advisors today who primarily focus on liquid assets, we’ll advise you regarding other hard assets such as the precious metals, Gold and Silver. We’ve even helped our clients with valuable collectibles like art and cars. And, while we don’t appraise such assets, there’s much more to disposition of these assets than finding the top bidder.

Investment Advisory

Investment Management

Account Types

Investment Types

Medallion Signature Services

Taxable Accounts

Rollovers

IRAs, ROTHs, 401ks, 403bs and even annuities are just a few of the many tax advantaged opportunities for long-term investing that we have rolled over and managed for clients. We have extensive experience in not only managing the underlying assets of these types of accounts, but also optimizing the tax benefits. With a CPA on staff, we can help you wade through the many options to better understand the advantages and disadvantages of these various strategies.

Tax

Business Tax

Businesses pay an amazing number of and amount in tax and unfortunately, simply earning the money to pay all those taxes is not enough. Missing a tax deadline or just failing to realize that a certain tax exists gets many a business into financial trouble with penalties, interest, and just trying to catch up. Let us handle all the deadlines and calculations while you focus on the success of your business. And, who knows, we might even find a place or two to help reduce some of those taxes.

Estate Tax

The estate tax is less of an issue than it once was with the new higher federal exemptions. However, that is little consolation to you if you are over the exemption limit. Furthermore, one must be aware and careful regarding each state’s estate tax. Changing where you call home can certainly have an impact for beneficiaries of your estate. If you think estate taxes might be an issue, we’d be happy to help you evaluate considerations that may influence the impact of this tax.

Income Tax

Tax Planning

Tax Return Preparation

Tax Services

Venture Capital

Venture Capital

If you’re an accredited investor looking for unique opportunities and don’t mind the risk, we’d be happy to help walk you through the often challenging landscape of Venture Capital and Private Equity investment, whether it’s the Eddleman IMPACT Fund or another offering you want us to complete due diligence upon. And, if you just want to understand more about what venture capital is, we’d be happy to help you with that too. Learn more . . .

Eddleman IMPACT Fund

Eddleman Real Estate Fund

Complimentary Consultation

Give us a call at 731-554-2408 or email us at info@eddleman.biz to find out more or to set up your complimentary consultation.