General

Accounting Services – Avalon provides information on financial resources for benchmarking, comparison and review of a company’s or individual’s performance over a period of time. 

Tax Services – Avalon helps individuals and business comply with government requirements while providing a tax-deductible service that will identify available write-offs and key expenses.

Business Support Services– Avalon identifies business goals and opportunities to provide basic strategies to benefit our clients.

CPA & Tax Attorney Support

Avalon provides onsite accounting support to address client reporting issues for pre-audit, staff training, and QuickBooks setup and support services. We employ a team approach designed to improve your client’s internal control functions while promoting compliance and engagement independence standards under GAAP.

Pre-Audit Services 

QuickBooks Setup & Training

Internal Control Management

Financial Reporting

Small-to Mid-Size Business

Avalon is familiar with the challenges facing small businesses on an everyday basis. To grow and maintain business operations, the accounting function needs a specific and targeted approach for a business to thrive in today’s competitive market. The Avalon Advantage provides experienced and understandable strategies designed to empower management and promote confidence through self-awareness.

Accounting Services – The minimum requirement for all businesses is to provide financial records. These records show how a business is operating and where cash is being earned and spent. The financials also allow a business owner to comply with government reporting requirements and investor and management data. 

Payroll & 1099 Reporting – Will review the proper employee or contractor relationship of your labor force while maintaining sensitive employee and contractor information.

Sales Tax Reporting – Most construction and product based business are required to report monthly sales tax activity. Avalon will review licensing and reporting requirements for all city and state activity.

Tax Return Preparation – Avalon will review prior and current year operating activity for Corporations, Partnerships, S-Corporations and Sole Proprietors along with management policies and procedures to complete required Federal and State tax forms.

Tax Planning – Avalon will review and discuss tax options to avoid year-end penalties and large tax payments.

Business Planning – Where a company is, where it needs to be and where a company wants to be.

General Consulting – Will address industry and client specific situations to improve company operations.

QuickBooks Setup and Training – A user-friendly accounting system designed to allow small businesses to operate their own in-house accounting function. This can be easily maintained and reviewed by our firm on a regular basis, but allows the business to reduce monthly accounting fees.

Individuals

Avalon enjoys working with individuals to increase financial awareness and develop personal financial goals by employing tax saving strategies along with net worth development resources.

Tax Planning – Life changes affect your tax credits and deductions. We review and discuss your options to avoid year-end penalties and large tax payments. 

Tax Preparation – We employ a personal approach to learn about your goals and your current situation to identify key expenses and recordkeeping requirements to help you organize your approach to tax time.

Accounting – We introduce budgeting and financial awareness concepts designed to help you understand and achieve your financial goals.

Nonprofit, Tribal Enterprise & 8a Companies

Nonprofits – Avalon provides pre-audit, staff support and training services designed to reduce an organization’s annual audit costs and improve the internal control structure. 

Pre-Audit – Avalon will review prior audited financials along with current financial records, make year-end adjustments and address auditor concerns.

Internal Controls – Procedures and policies designed to protect company assets and resources.

Staff Support & Training – Evaluate client HR needs and recommend necessary roles to operate efficiently. Avalon also provides accounting support services and training to develop staff in accounting functions.

Grant Reporting – Develop and review an organization’s direct and indirect costs and review grant reporting requirements.

Annual Tax Returns – Federal and State required Forms that addresses revenue streams and expenses, accounting and organizational policies and procedures.

Tribal Enterprises – As a Native-owned firm, Avalon promotes economic development by employing small business concepts to develop tribal enterprises with strategic business planning, accounting setup and training, and identifying opportunities unique to Indian Country.

Accounting – Avalon can design and maintain accounting systems for one or multiple business ventures and reports can be tailored to an entity’s reporting needs.

Payroll – Review and identify employee and contractor relationships and provide regular payroll preparation and quarterly and annual reporting services.

Internal Controls – Procedures and policies designed to protect Tribal assets and community resources.

Budgeting & Business Planning – Reviewing enterprise goals and evaluating cash requirements to competitively achieve business growth.

8a Companies – Avalon is familiar with the rapid growth potential and government requirements for 8a firms and supports the entrepreneurial spirit by providing strategic business planning, internal control management, accounting and tax support services.

Tax Planning & Reporting – We review and discuss your options to avoid year-end penalties and large tax payments. Avalon will review prior and current year operating activity along with management policies and procedures to complete required Federal and Multi-State tax forms.