Retail

The Internet has substantially changed the way consumers today shop. Product research and reviews, pricing, and purchase are now instant at the touch of the consumer’s finger or command via virtual assistant. Retail businesses are changing online and brick-and-mortar operations to be more efficient, from product development to supply chain, to overhead and sales distribution. Retailers selling online also need to ensure they are abiding by economic nexus legislation for sales and use tax in certain states.

Our firm works with numerous retail businesses ranging in size from small, one-person ownership to large, multi-million dollar stores. We have resources to help retailers meet compliance requirements, reduce costs, and serve as your trusted advisor to help sustain and grow your business.

Services

  • Income tax return preparation and filing, including multi-state taxes
  • Capital asset planning and strategy
  • Cost segregation studies
  • Corporate tax planning
  • IRS audit support
  • Sales and use tax
  • State and local tax (SALT)

Tax Services

  • Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
  • Financial statements, reporting, and management reports
  • Set up, training, and consulting for QuickBooks® software
  • Advisory services on general ledger set-up and internal controls
  • Virtual controller outsource and consulting
  • Virtual CFO outsource and consulting

Client Accounting Services

Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.

  • Business planning, financial projections, and budgets
  • Business valuations
  • Cash flow management
  • Entity set-up and organizational structure
  • Business purchase, sale, and merger/acquisition
  • Wealth and succession planning
  • Retirement planning
  • Management consulting
  • Ownership transfer planning (buy-ins/buyouts)

Consulting Services

  • Financial statement audits, reviews, and compilations
  • Operational audits
  • Internal control reviews
  • Employee benefit plan audits
  • Fraud investigations and risk management
  • Inventory counts
  • Agreed-upon procedures

Audit & Assurance

Integrated financial planning and strategy with a goal of building and preserving your wealth.

Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.

DWC Wealth Advisors

Our Retail Specialists

Donna M. Hardy, CPA, CVA
Donna M. Hardy, CPA, CVAPrincipal
Greg A. Keller, CPA, PFS
Greg A. Keller, CPA, PFSPrincipal