OUR SERVICES

Certified Audits, Reviewed and Compiled Financial Statements
Whether you need a certified audit or a reviewed or compiled financial statement, you can count of Rowland Connelly & Associates Inc. to put together a concise, organized statement that you may immediately present to your financial institution, private banker, or merely to keep onsite as a great guide for future years.

From financial information which you provide to us, our enhanced computer programs have the ability to categorize accounts and ensure that everything is properly represented on your statement.

Personal and Business Financial Planning
All of us lead busy lives. For many, the pressures of day-to-day responsibilities push aside the development of a solid plan for a secure financial future - a plan that can turn dreams into reality. If you can see yourself in that all-too-common profile, you owe it to yourself to take an important step to rescue your tomorrow. We suggest you begin by talking with one of our professionals.

Our trained professionals at RCA, including a Certified Financial Planner, will analyze every aspect of your financial picture - your net worth, goals and objectives, cash flow, investments, retirement, estate and tax planning, and insurance needs. We identify weaknesses and risks in your existing program and recommend specific remedies. We ensure that all elements of your plan are put into effect and are coordinated with the work of other members of your financial planning team.

It is unrealistic for individuals to rely upon a possibly unstable economy and questionable (and still insufficient) social security system to support you through your retirement years. It is for this reason that now, more than ever, it is important to have a strong financial plan.

A Rowland Connelly & Associates Inc. professional can assist you in the development of your business or personal financial plan. Your future is worth it.

Business Valuations and Business Plans
Whether you will use the valuation information to establish an equitable selling price, update your tax/business planning, determine a fair purchase offer, plan your estate, or settle a contract challenge, you will need professional valuation. One that will stand up if put to the test by lenders, the legal system or government agencies.

When you need valuation services backed by current, expert knowledge and integrity, call Rowland Connelly & Associates Inc.

Personal and Business Tax Services
Each year, Rowland Connelly & Associates, Inc. prepares over 300 individual tax returns between January and May. Corporate and partnership tax returns prepared over various times through the year also number in the hundreds.

Your personal tax accountant at RCA will take care to ensure that your tax returns are prepared in an accurate and timely manner. Our sophisticated computer tax programs assist in the preparation process by “diagnosing” possible tax advantages and checking calculations made within its own system. Also, our Firm holds a strict proofing policy. After your return is prepared by your personal RCA accountant, it is proofed by another member of the accounting staff for accuracy. After this, each personal or business tax return is reviewed by either Mark Rowland or Margaret Connelly prior to being released to the client. This proofing process is yet another way that we are striving for perfection.

Once our Firm is retained, as a client, you are immediately added to our detailed computer database. This database flags every tax return coming due and alerts us of its due date. In turn, we can inform you of such and assist you, if needed, in compiling the necessary information.

Another service that the Firm provides is the quarterly reminder letters sent out to individuals and businesses informing them of required scheduled estimated payments.

As always, any information provided to our Firm is held in the strictest confidence. Nothing is ever released to any party, other than someone that you might designate.

Cash Flow and Financial Forecasts
With a Certified Financial Planner (CFP) on board, we have the ability to attend to your financial and cash flow needs with expertise and accuracy.

Whether you need a cash flow statement to see where you’ve been or a financial forecast to see where you’re going, Rowland Connelly & Associates, Inc. can help.

Management Advisory Services
Because CPA’s are the most trusted financial advisors, as recent surveys conclude, the staff at Rowland Connelly & Associates, Inc. proves this theory every day.

Litigation Support
With Rowland Connelly & Associates, Inc. at your side in whatever legal tax matter which you may find yourself a part of, you can be assured that you will have the data to back up your claim.

In conjunction with your attorney, or one which we are able to refer you to, we will help you every step of the way to present your case. Because we have dealt with all of the taxing and collection agencies for a number of years, we usually have already become acquainted with the case worker handling your matter. This will give you an edge in knowing exactly what to expect and how far this matter might go.

We have a number of internal resources available to us to research any specific legal tax matter, as well as useful working knowledge stemming from our experience with various situations.

Estate Planning
Many of us go to great lengths to avoid taxes during our lives, only to have our estate taxed substantially upon our demise. Rowland Connelly & Associates Inc. can provide you with creative plans for the conservation and transfer of assets in a manner to effectively control income taxes today and minimize estate and gift taxes in the future.

Through consultation with your attorney, we can assure that your will, trust and other instruments take advantage of recently enacted legislation and judicial decisions related to the conservation and transfer of assets.