ACCOUNTING SERVICES

 

A compilation collects and presents financial information in the form of financial statements without asserting any type of assurance.

A compilation is designed for private companies that do not have the need for an audit or review.

 

A projection is a forward looking prospective financial statement where one or more hypothetical assumptions have been made about the entity or business in question.

 

A forecast is a forward looking prospective financial statement that presents the expected financial position and cash flows using historical data of the entity or business in question.

 

Agreed upon procedures is the reporting on a given set of facts and information which is extremely limited in scope.

 

Financial planning is the process of reviewing available and projected investment resources to help in the goal making decisions regarding college, retirement, estate, etc.

 

To contact us:

2410 Central Avenue

Dodge City, KS 67801

Phone: 620-225-6100

Fax: 620-225-5007

E-mail: smoban@smollbanning.com

 

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IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (or in any attachment) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this communication (or in any attachment). The IRS does not endorse any particular individual tax preparer. For more information on tax return preparers go to IRS.gov.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Diversified Portfolio Management, LLC., a registered investment advisor. Diversified Portfolio Management, LLC and Heritage Financial Solutions, LLC are separate entities from LPL Financial.