OUR EXPERIENCE, YOUR SUCCESS
We have the knowledge to solve your problems and help you succeed.
BIG FIRM CAPABILITY. SMALL FIRM PERSONALITY.
We're a multidisciplinary team of professionals dedicated to achieving our client's financial goals.
Delivering effective solutions.
Our team will work to bring clarity and direction to your financial goals.
We are a multidisciplinary team of professionals dedicated to achieving our clients' financial goals and litigation support needs. Our people have decades of experience in accounting firms and senior level management positions among a variety of industries. Our unique blend of CPAs, lawyers and professionals at WDC & Associates enable us to provide expertise to help our clients succeed.
Services We Offer
Our focus is centered on advising business in all accounting, tax, financial and administrative areas. We are unique in the way we mix accounting, finance, tax and law into creative solutions for our clients. We encourage the uniqueness by nurturing a culture that stimulates experimentation and innovation in the development of techniques, methods and approaches to better achieve the goals of our clients.
Accounting Department Restructuring
Accounting departments are vulnerable to a wide variety of circumstances: fraud and defalcation, natural disaster, temporary or permanent loss of key personnel, or simply a recent history of poor execution.
Accounting Outsourcing
WDC & Associates provides a wide range of outsourcing services to meet your company’s accounting, tax, financial management and consulting needs. Our services allow you to concentrate on what you do best while leaving specialized support functions to us.
Non Profits
WDC & Associates has a thorough understanding of the importance of the many factors that determine the success of your organization including: funding from federal and state agencies as well as individual and corporate donations and compliance regulations.
Organizational and Departmental Structuring
Our firm takes a very proactive approach to identifying challenges that we see on the horizon before our clients even see them. This is a specialty that our firm possesses due to the diversity of experience our team of professionals bring to the engagement.
Business Planning
The main ingredient to a successful business before it even commences is a thorough and carefully thought out business plan. WDC & Associates, LLP has extensive experience in assisting business owners with creating a strong business plan and implementing the plan to meet their goals each year.
Tax Matter Representation
If you are called in before the IRS, you need to have representation by a knowledgeable and respected professional who understands the dynamics and intricacies of the IRS.
Valuation and Business Modeling
The need for transparent and robust valuations to support corporate transactions and to meet regulatory and accounting requirements has increased. But justifying the value of assets and liabilities has grown more complex and critical for most businesses. Our experienced professionals at WDC & Associates, LLP, bring excellence in accounting, taxation, and financial due diligence to provide you with valuation advice for a multitude of purposes.
Elder Planning
Today, older Americans face financial challenges that previous generations could not even imagine. WDC & Associates have professionals that have extensive knowledge of Elder Planning. We understand that retirement is a time when you may be asked to make some of the most significant financial decisions of your life.
Entity Structure and Reorganization
WDC & Associates provide tax structuring services to assist you in determining a tax efficient structure in which to operate your business. Frequently, such services are performed prior to the consummation of a transaction and involve identifying the appropriate business entity. Tax structuring services often include analysis of the tax implications of asset versus stock purchase structures. We will also consider state and foreign tax issues when we assist you with structuring.
Family Law
Family law forensic accounting involves many complex personal and financial issues. It is an area that requires highly committed and experienced experts who understand the accounting and legal intricacies in this very specific area of the law. The powerful combination of our partners, our considerable staff and back-office resources gives us the capacity to handle matters of all sizes.
Financial Forecasts and Projections
Perhaps you are launching a start-up and need to determine funding requirements and include financial projections in your business plan. Or you are a more mature company recognizing the need for better planning and cash flow forecasting to get to the next level. Perhaps your enterprise needs better financial tools to manage through a cash crunch and liquidity crisis.
Cash Flow and Budgeting Analysis
A budget analysis, sometimes called a cash flow analysis, draws on this information to create a financial forecast of all future deposits and withdrawals for your business. More importantly this document works to predict the timing of these transactions along with the cash availability on a daily, monthly or year’s end basis.
Financial Planning
Perhaps you are launching a start-up and need to determine funding requirements and include financial projections in your business plan. Or you are a more mature company recognizing the need for better planning and cash flow forecasting to get to the next level. Perhaps your enterprise needs better financial tools to manage through a cash crunch and liquidity crisis.
Internal Audit
Companies today face the pressure of doing more with fewer resources. Every business function, including internal audit, is expected to bring value to the organization. Whether it's by reducing overall compliance costs or identifying cost containment opportunities by process improvement initiatives, management will look to internal audit to do their share.
Investment Review
Investing can be scary and confusing! At WDC & Associates, LLP we provide independent portfolio reviews and investment analysis on your mutual fund and ETF’s to help you sleep at night and gain the peace of mind you need to be a successful investor.
Joint Venture Structuring
Joint ventures are set up for many reasons: to carry out a specific project or simply to assist with the growth and continuation of a business.
Charitable Gift Planning
Charitable gift planning allows our clients to support the organizations and causes that matter to them, while providing immediate income streams and generating valuable tax benefits. Numerous charitable giving strategies exist. Two significant gift options are the "Deferred giving" option and "Appreciated value donation" option.
Management Advisory Services
WDC & Associates, LLP leverages our experience and industry expertise to maximize value and minimize risk during acquisitions, litigation, arbitration, corporate reorganization and other major business transactions and transitions.
Multi State and Jurisdictional Planning
Multistate taxation is more complex and demanding than ever before. Not only do all states have their own unique tax laws, but state departments of revenue are more focused on enforcement. WDC & Associates, LLP multistate tax professionals can help.
Civil Litigation
WDC & Associates, LLP has a strong reputation in the legal and business community for supporting your legal needs and assisting counsel. Not only do we have experts in this area, we have the ability to draw on other expertise in the firm for a variety of tax, accounting and other civil litigation issues.
About Us
Our business philosophy is summed up in a single word - service!
This industry leading service has rewarded us by creating successful, long lasting business relationships with our clients...which is the main reason our business has experienced continued growth. We have helped our clients reach their goals through insight, innovation and experience.
We approach each business with the ultimate goal of achieving the highest level of client satisfaction. Through our commitment to hands on management and knowledge of the organization and/or support needs, we deliver the solutions our clients need with the commitment to service that they deserve. That is what makes WDC & Associates unique in the accounting and litigation support profession.