Rountree Michael D CPA

Rountree Consulting Inc., founded in 1997 by Michael D. Rountree, is dedicated to providing comprehensive financial solutions for individuals and businesses alike. We pride ourselves on building long-lasting relationships with our clients, serving as trusted advisors and guiding them through complex financial landscapes. Our mission is to empower our clients with the knowledge and tools they need to make informed financial decisions and achieve their financial goals.

Services for Individuals

We understand that personal finances can be intricate and require personalized attention. Our team of experienced professionals offers a wide range of services tailored to meet your individual needs, including:

• Financial Assessments: We conduct in-depth financial assessments to understand your current financial situation, goals, and risk tolerance. This forms the foundation for developing a customized financial plan that aligns with your aspirations.

• Tax Planning: We specialize in developing effective tax strategies to minimize your tax liability while ensuring compliance with current tax laws. Our expertise extends to various tax situations, including estate planning, investment income, and retirement planning.

• Tax Return Preparation: We meticulously prepare your federal and state tax returns, ensuring accuracy and completeness. We stay abreast of the latest tax regulations and changes to maximize your tax benefits.

• Tax Audits: In the event of an audit, our team provides comprehensive representation and support, guiding you through the process and advocating for your best interests.

Services for Businesses

We recognize the unique financial challenges businesses face and offer a comprehensive suite of services designed to support their growth and success:

• Entity Selection and Formation: We assist you in choosing the most suitable legal structure for your business, considering factors such as liability, taxation, and operational requirements.

• Accounting Policy Development: We develop and implement customized accounting policies that align with industry best practices and ensure accurate financial reporting.

• Financial Statements Preparation: We provide comprehensive financial statements, including balance sheets, income statements, and cash flow statements, that offer a clear picture of your business's financial health.

• Bookkeeping Services: We offer meticulous bookkeeping services to maintain accurate and up-to-date financial records. This includes tracking income and expenses, reconciling bank statements, and generating financial reports.

• Payroll Services: We manage your payroll efficiently and accurately, ensuring compliance with all applicable tax and labor laws. This includes processing payroll, calculating taxes, and issuing paychecks.

Specialized Services

In addition to our core services, we offer specialized expertise in:

• Business Acquisition and Sales: We provide comprehensive guidance and support throughout the process, from evaluating the viability of a potential deal to negotiating terms and completing the transaction.

• Financial Restructuring: We assist companies facing financial difficulties by developing and implementing restructuring plans to improve financial stability and overcome challenges.

• Fund-Raising: We connect businesses seeking capital with potential investors or lenders, facilitating the fund-raising process and securing the necessary financial resources.

• Forensic Accounting: We conduct thorough investigations and analyses of financial records, providing insights into potential fraud, embezzlement, or other financial misconduct. Our expertise is valuable in legal proceedings, divorce settlements, and business disputes.