MAINTAIN YOUR FINANCIAL PEACE OF MIND

OUR SERVICES

John R. Hanna & Sons provides a wide range of services to individuals and businesses in a variety of industries. At John R. Hanna & Sons, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

  • Accounting services

    From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. John R. Hanna & Sons’ accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.

    These services include but are not limited to:

    • General ledger and financial statement preparation.

    • Accounting system setup and support

    • Cash flow budgeting and forecasting

    • Corporate tax planning and return preparation

    • Employee benefit and profit-sharing plans

    • Personal financial statements

    • Litigation support

    • Write Up

    • Bookkeeping (Monthly, quarterly, or annual)

    • Payroll processing

  • Tax Preparation and planning services

    At John R. Hanna & Sons, we guide our clients through a full range of tax planning and preparation decisions. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

    These services include but are not limited to:

    • Individual tax preparation

    • Partnership tax preparation

    • Corporate tax preparation

    • Trust tax preparation

    • Local Government

    • Not for profit tax preparation

    • Multi state taxation

  • Audits, Reviews, and Compilations

    John R. Hanna & Sons’ financial statement services comprise all three levels of assurance depending on your company's needs.

    Audits

    Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We plan and perform our audits to obtain reasonable assurance about whether the financial statements are free of material misstatement.

    Reviews

    Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform procedures to obtain limited assurance that there are no material modifications that should be made to the financial statements.

    Compilations

    Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not express an opinion, a conclusion nor provide any form of assurance on the financial statements but may involve some adjustment to accounting records.

  • Assurance and Advisory Services

    At John R. Hanna & Sons, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing and updating procedures that take advantage of changes in the marketplace, accounting and auditing standards, and tax law.

    These services include but are not limited to:

    • Audits, reviews, and compilations

    • Business planning and consulting services

    • Agreed upon procedures engagements

    • Internal control evaluations

    • Entity selection and restructuring

    • Accounting software selection and support

    • Financial projections and forecasts

    • Advise regarding future debt service

    • Mergers and acquisitions

    • Transaction structuring and negotiations

  • Entity Selection and Restructuring

    Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, John R. Hanna & Sons can advise you on choosing the appropriate entity type and later restructuring if advantageous. With our knowledge and expertise, you will be receiving the most beneficial entity type for the functions your business performs.

  • IRS Representation

    Professional representation will be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to address any and all questions the IRS may be asking of you.

INDUSTRIES WE SERVE

Every industry is unique and the John R. Hanna & Sons team takes great pride in providing the specialized knowledge and expertise that is needed to help you with the diverse day-to-day operations of your business. From government to business and everything in between, our professionals provide the individual attention and personalized service it takes to achieve results.

  • Local Governments
  • Individuals
  • Non-Profit Organizations
  • Manufacturing
  • Service Organizations
  • Healthcare
  • Public Housing Authorities
  • Retail
  • Employee Benefits Plans
  • Construction
  • Distribution
  • Real Estate
  • Transportation
  • Restaurant and Hospitality
  • Estates
  • Trusts