Richardson & Associates

Small Business Accounting & Tax, Inc. is a leading provider of accounting, tax, and management consulting services. Based in Omaha, Nebraska, we have been helping clients accumulate wealth since our inception. Our team of highly-trained and experienced accountants is dedicated to providing personalized and effective solutions to meet the unique needs of our clients.

At Small Business Accounting & Tax, Inc., we understand that every business is different, and that's why we offer a wide range of services tailored to meet the specific needs of our clients. Our team of experts is committed to providing the highest level of service and expertise, ensuring that our clients receive the attention and care they deserve.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. At Small Business Accounting & Tax, Inc., we offer a full range of cost-effective accounting services, including:

• Bookkeeping / Write-Up: We work with you to develop an accounting system to meet your needs. Our Certified QuickBooks Pro Advisor has the necessary skills to customize your accounting system.
• Payroll Services: As your business grows, there is a need for 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.
• Financial Statements: We can assist you in the preparation of your financial statements, but express no opinion or any other form of assurance on the underlying information included in the return.
• Cash Flow & Budgeting Analysis: A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
• Financial Forecasts & Projections: From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's goals.

Tax Services

Tax planning and preparation form a winning combination for the success of our individual and business clients. Our tax services include:

• Tax Planning & Preparation: We work with you to develop a tax strategy that maximizes your after-tax income. Our team of experts is up-to-date on the latest tax laws and regulations, ensuring that you receive the maximum tax benefits available.
• IRS Penalties and Collections: We can assist you in resolving any issues with the IRS, including penalties and collections.
• Trust & Estate Taxation: We provide tax services for trusts and estates, ensuring that your beneficiaries receive the maximum benefit from your estate.
• Multi-State Taxation: We have extensive experience in multi-state taxation, ensuring that you are in compliance with all state and local tax laws and regulations.

Management Consulting

We work with you to ensure you are making the correct decisions for your company. Our management consulting services include:

• Business Consulting: We provide a wide range of business consulting services, including business valuations, financial planning, and strategic planning.
• Business Valuations: We provide business valuations for a variety of purposes, including mergers and acquisitions, estate planning, and financing.
• Forecasts & Projections: We provide financial forecasts and projections to help you make informed business decisions.
• Insurance & Bonding: We can assist you in obtaining the necessary insurance and bonding for your business.
• Loan, Acquisition & Sale: We provide a wide range of services related to loans, acquisitions, and sales, including due diligence, financing, and negotiation.
• Personal Financial Planning: We provide personal financial planning services, including retirement planning, estate planning, and investment planning.

Our Team

Rob, the sole shareholder and president of Small Business Accounting and Tax, Inc., has been in public accounting since 1969. His responsibilities in the firm include helping clients accumulate wealth through management consulting, business valuations, and financial planning. He has passed the CPA examination in 1972, the certified financial planner (CFP) examination in 1991, and the certified valuation analyst examination (CVA) in 1995.

Diana, a paraprofessional accountant who joined the firm in 1983, is responsible for client monthly write-up work, bank reconciliation, processing tax returns and payroll processing. Her duties also include answering phones, copying, and filing.

At Small Business Accounting & Tax, Inc., we are committed to providing the highest level of service and expertise to our clients. Our team of experts is dedicated to helping you accumulate wealth through our accounting, tax, and management consulting services.