
SERVICES
Our Professional Services
We provide a wide range of services to individuals and businesses in a variety of industries.
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.
Click on the service to find out more information.

New business formation

Accounting & bookkeeping

Valuation, mergers & acquisitions

IRS representation

Financial consulting
cash flow, budgeting, projections

Estate and trust planning

Payroll

QuickBooks Services

Tax management

New business formation
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IRS representation
Our highest priority is to shield you from the IRS and to negotiate the best possible outcome. We serve as your representative and are aggressive about preserving your rights with the IRS. The dedicated and experienced professionals at Regier, Cox & Dudley will take your case to the highest levels possible to resolve tax issues in your favor.


Payroll
Accounting: As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Bookkeeping: Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Regier, Cox & Dudley can help you with the organization and day to day tasks of bookkeeping so that you can focus on your core business.


Accounting & bookkeeping
Regier, Cox & Dudley’s accounting service team’s capabilities allows companies to focus on driving their business forward, with the confidence that our skilled professionals will manage their back-office needs. We are able to customize our services to meet the specific needs of each client.
We provide the following services:
• Account Reconciliations
• Bookkeeping Services
• Customer Billing and Payments
• Deferred Revenue
• Employee Expense Processing
• Fixed Asset Maintenance
• Financial Statement Preparation
• General Ledger Maintenance
• Month-End Close
• Financial Reporting
• Vendor Invoice Processing and Payments
• Tax Payment Processing


Financial consulting
No one can predict the future perfectly, but we can all benefit from planning for it. Regier, Cox & Dudley combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come.


QuickBooks Services
Whether you use this software already, or if you’re looking into setting it up for the first time, our firm offers QuickBooks services to help you reap the many benefits that QuickBooks has to offer. By enlisting professional help with your QuickBooks set up and use, you can be sure that you are getting the most out of its functions. We are happy to offer the following QuickBooks services: QuickBooks Setup, QuickBooks Tips, and QuickBooks Hosting in the Cloud.


Valuation, mergers & acquisitions
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Estate and trust planning
Estate planning strategies can vary wildly from one individual to the next due to any number of financial factors, such as a person's business interests, investments, real property, or personal property. This is why it is a good idea to develop a plan according to your specific goals and outline how you want your assets distributed among your family. For this reason, Regier, Cox & Dudley provides a wide range of estate planning services, which includes the set up and implementation of various types of trusts, developing gifting strategies, mitigating your estate tax exposure, and easing the burden of asset distribution.


Tax management
The accountants at Regier, Cox & Dudley are experienced in all aspects of tax preparation, planning, compliance and negotiation with taxing authorities. We understand today's changing laws and regulations and can assist in evaluating alternatives that will help you make informed decisions consistent with your professional and personal objectives. We offer high-level planning and consulting for businesses and executives and we also serve the tax planning and preparation needs of individuals. Our philosophy of maintaining close client relationships allows us to consistently focus on the details of each and every client's individual circumstances. We work hard to identify opportunities and then work with you to create tax savings plans to help you achieve both your immediate and future goals.
