Areas of Expertise

Tax Planning and Preparation

Our successful individual and business clients depend on us to provide them with a strategic combination of tax planning and preparation services.

Whether you are an individual with a growing family, or business owner looking to sell your business or retire soon, our experienced tax professionals can develop timely, practical strategies to remain current with the ultimate goal of eliminating, minimizing or deferring your tax obligations.

Effective tax planning requires a disciplined year-round process of evaluating your changing tax situation and planning alternatives.  We provide our individual and business clients with the taxation expertise and knowledge that they deserve year-round.

Tax services provided to our clients includes the following:

  • Preparation of individual and business tax returns
  • Preparation of trust, estate and gift tax returns
  • Preparation of sales and use tax returns and payroll tax returns
  • Audit representation before tax authorities.

Financial and Accounting Services

We offer complete financial and accounting services including:

  • Audits
  • Reviews
  • Compilations
  • Agreed upon procedures

The level of service we provide is often determined by specific circumstances or requirements from third parties, including banks and other lenders. Please contact us to determine which service is appropriate for your circumstance.

Estate, Gift and Trust Services

Winningham Becker & Company, LLP has a well-established reputation in the highly – critical area of Estate, Gift and Trust Services. Our staff is current on the legislation pertaining to this type of tax planning and is expert in the fields of Planning, Compliance and Administration.

Business Management

Winningham Becker & Company offers a full range of services catering to the needs of high net-worth individuals and those in the sports and entertainment industry.  These services include:

  • Maintaining a full set of books
  • Controlling and scheduling of Accounts Receivable and Payable
  • Handling all banking transactions
  • Bill paying
  • Managing Employee Payroll and Benefits

Who is a candidate for Business Management Services?

Simply put, business management services are provided to individuals or companies who are short on time and need to entrust various day-to-day financial tasks and decisions to a trusted advisor.

Financial Planning

Financial planning starts with this question, “Will you have enough money to achieve the things you want for the rest of your life?”

Good financial planning relies on assessing where you are now, where you want to be in the future, and planning for how to get there.  But that’s not all: risk, time horizon, insurance issues, asset allocation and prioritization all come into the mix.

Our Personal Financial Specialists can assist you in this highly strategic and rewarding process.

Business Consulting

Winningham Becker & Company offers expert advisory services in the following areas:

  • Cash management
  • Insurance
  • Financing
  • Litigation support
  • Software evaluation and set up
  • Choice of entity and business formation
  • Selling or closing a business

If you need any of these services, please contact us immediately so that we can find provide you with immediate expertise.

QuickBooks Consulting Services

Winningham, Becker & Company, has certified QuickBooks ProAdvisors on staff to help our business clients keep better records for accounting and business management purposes.  QuickBooks is the #1 small businesses accounting software and generally considered a “must” by our clients.

As long-time users of QuickBooks, we can offer a wealth of information, experience and knowledge about the setup, use and maintenance of QuickBooks’ many editions, features, versions and options. We provide consulting for all QuickBooks users, including QuickBooks Pro, Premier, MAC, Enterprise, Manufacturing edition and Point of Sale.

Additionally, many of our clients enjoy the benefits of our QuickBooks Consulting services:

  • QuickBooks first time setup
  • Training
  • QuickBooks cleanup
  • QuickBooks seminars

Whether you are new to QuickBooks or have been using one or more of the editions for year, we are confident you will find our QuickBooks consulting services beneficial and time-saving.