Trevino Associates, P.C.

SERVICES: Tax Planning & Preparation Whether you are an individual or business our experienced staff can develop income tax saving strategies that take advantage of new tax laws and legislation. Corporate Personal Partnership Estate Trust Free eFiling services It is our goal to provide our clients with the highest quality of service when conducting our engagements. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Payroll & Sales Tax Services Many of our clients are responsible for collecting and submitting payroll and sales taxes. We can assist your company in the compilation of information and preparation of payroll and sales tax returns in an efficient and timely manner. Bookkeeping Services Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with Bookkeeping. Areas of Expertise In any engagement, Trevino Associates, PC will establish an understanding with management regarding the services to be performed. The understanding will include the objectives of the engagement, management's responsibilities, the accountant's responsibilities, and limitations of the engagement. Trevino Associates, PC has proudly been serving Individual, Business Owners, and Local Business in the Webster, Humboldt, Calhoun counties and surrounding areas since 1986! The largest segment of our work is focused on small business and the small business owner. In addition to our traditional services of financial statement and income tax preparation, we also are here to help evaluate your current employee benefits, retirement plans and succession plans. Our diverse clientele includes industries such as agriculture, manufacturing, retail, service, governmental and construction. This list of services is by no means all-inclusive so please feel free to inquire about a service if you d not see it listed. Below are some highlighted areas of expertise (see also Consulting Services and Software Support): Cost reductions strategies, Cash flow forecasting, Reporting infrastructure to build Key Performance Indicators (KPIs) and Aid in implementing procedures to reduce year end inquiries and minimize time spent trying to recreate history in obtaining minimally substantiated balances (no more year end mess and all that time spent cleaning up). Please note KPI’s help management monitor status of mission-critical activities and assess how well tasks are executed, identify patterns and trends that have the greatest impact on operational efficiency, understand and anticipate market trends. Reviews and Compilations We provide reporting on two levels of assurance of financial statements for many entity types. These services include reporting for third-party for specified uses to management only use to improve or monitor operations. Consulting Services and Software Support We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services (see also Areas of Expertise): Accounting software selection and implementation Certified Quickbooks Proadvisors on staff Type of entity selection Business valuations Buying/selling a business Estate, trust & gift planning Financial & retirement decisions (note - make link clickable to Financial planning site) Employee Benefits, Pension and Profit Sharing Plans (make link clickable to Financial planning site) see www.TrevinoAssociatesFinancial.com Securities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638. Trevino Associates Financial and Woodbury Financial Services, Inc. are unaffiliated entities. IRS Representation During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Estate & Trust Tax Preparation Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Business Succession Planning For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Address: 101 North 27th Street, Fort Dodge, IA 50501, USA

Phone: +1 515 576 0706
FAX: +1 515 955 2051