Business Details
9 Years
experience
Expert Accounting Services in Omaha
At O'Donnell Ficenec Wills Ferdig, we deliver exceptional accounting services tailored to meet the unique needs of businesses and individuals. Our team of certified professionals brings decades of combined experience in tax planning, business valuations, and litigation support, ensuring clients receive strategic guidance aligned with evolving financial landscapes. We prioritize client-centric solutions, demonstrated by our proactive advice on fixed asset depreciation rules that enabled a client to expand capabilities and accelerate growth. Our expertise spans comprehensive tax projections, entity selection, retirement planning, and estate tax minimization, all executed with a commitment to maximizing savings and long-term financial success. We maintain rigorous internal controls through QuickBooks design and review services, supported by certified ProAdvisors who enhance accounting efficiency.Our litigation support services leverage real-world accounting expertise to clarify complex business transactions for legal professionals and juries. With a focus on transparency and personalized service, we collaborate with attorneys, financial advisors, and insurance specialists to create holistic wealth management strategies. Our team includes CPAs with specialized credentials in business valuation and personal financial planning, ensuring multidimensional expertise across small business transitions, college financing, and deferred income tax planning. This comprehensive approach establishes us as trusted advisors dedicated to helping clients navigate financial complexities with confidence.
Services
Tax Projections
Business Valuations
Litigation Support
QuickBooks Design
Estate Tax Planning
Retirement Analysis
College Financing
Controllership Services
Details
- Year established: 2017
Highlights and features
- We offer 20+ years of experience in tax planning and business valuations
- Our team includes QuickBooks Certified ProAdvisors
- We provide litigation support with real-world accounting expertise
- Our CPA-certified professionals specialize in estate and gift tax planning
- We implement rigorous internal controls for accounting systems
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Projections
Our comprehensive tax projections analyze proposed transactions to estimate future tax consequences. We provide strategic recommendations that align with personal and business goals while incorporating changes in tax laws to maximize savings opportunities.
Business Valuations
We determine business values for buy/sell agreements, acquisitions, and estate planning. Our analysis includes applicable discounts and premiums, serving various industries through legal proceedings, lending requirements, or succession planning scenarios.
Litigation Support
Our litigation support services clarify complex business transactions for legal cases. We perform quantitative analysis, organize financial data, and provide expert testimony on monetary damages, business valuations, and economic issues in commercial disputes.
QuickBooks Design
We design customized QuickBooks systems with internal controls and efficient workflows. Our certified ProAdvisors assist with software selection, implementation, staff training, and ongoing accounting support to optimize financial management processes.
Estate Tax Planning
Our estate tax planning services minimize tax liabilities through strategic gifting and trust structures. We collaborate with attorneys and financial advisors to create comprehensive plans that preserve wealth for future generations while complying with current tax laws.
People
Gerald A. Wills
Partner Emeritus
CPA with extensive experience in accounting and business advisory services, providing strategic guidance to businesses and individuals.
Ronald W. Ferdig
Partner Emeritus
Certified public accountant offering specialized expertise in tax planning and financial consulting for business owners.
Gregory A. Harr
CPA/ABV/CEPA Partner
Specializes in business valuations and financial analysis with credentials in accredited business valuation and certified exit planning.
Daniel R. Holt
CPA Partner
Provides comprehensive accounting services with focus on tax strategies and financial planning for individuals and businesses.
Catherine T. Kellogg
CPA Partner
Offers expertise in accounting and financial consulting, serving clients with personalized solutions for complex financial matters.
Questions
What accounting services do you specialize in?
We specialize in tax planning, business valuations, litigation support, QuickBooks system design, estate tax planning, and retirement analysis for businesses and individuals.
Are your accountants certified professionals?
Yes, our team includes CPA-certified accountants with specialized credentials in business valuation and personal financial planning.
Do you offer QuickBooks support services?
Yes, we provide QuickBooks design, review, and accounting support with certified ProAdvisors on staff.
How do you handle business succession planning?
We assist with small business transitions and succession planning to ensure smooth ownership transfers while meeting retirement goals.
What areas do you serve?
We primarily serve Omaha, NE, with accounting solutions for local businesses and individuals.
Can you help with college financing strategies?
Yes, we provide college financing planning that considers tax-advantaged savings options and government programs.
