| Our Network of Referrals |
| We actively develop and maintain a network of professional referrals to further assist you. This valuable network includes contacts among the medical, legal, insurance and investment communities. If we don't offer a service that you require in-house, we will put you in touch with someone of quality and experience who does. |
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| Financial Planning and Reporting |
| Budgeting and responsibilities reporting
Cash flow analysis, projection and forecasts |
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| Business and Personal Management Services |
| Given & Company's business management services extend our philosophy of communication, commitment and responsiveness in all aspects of your business life. Our customized management services include:
General business management, including paying bills and receiving mail
Maintenance of account records; general and project-specific bookkeeping
Insurance coordination: life, health, home, auto, homecare
Travel arrangements
Property Management |
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| Comprehensive Tax Services |
| We use your tax returns and related documentation to build a greater understanding of your needs and communicate our recommendations. The emphasis is on creative and constructive tax planning. Included in our services for individuals and businesses:
All necesssary income tax returns
Estate, gift and trust returns
Representation before the Internal Revenue Service and other taxing agencies
Payroll tax returns
Liquidations and reorganizations
Sales tax audits |
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| Estate and Trust Tax Planning and Administration |
| Our estate and trust services begin with the initial organization and extend to every detail of administration. In addition, we can safeguard your financial health by helping to track your investment portfolio. Unlike some financial counselors, we're able to remain objective in our recommendations because we have no relationship with specific products. Amoung our services:
Estate planning, including coordination of wills and trusts. We can help you outline the details of your will and/or trust, then refer you to an attorney for its completion.
Trust plannning
Financial planning, short-term and long-range
Portfolio tracking
Coordination with your investment counselor |
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| Elder Care |
| Our Elder Care Services are a natural extension of our emphasis on anxiety resolution and responsiveness in meeting your needs -- from estate and trust tax planning and administration to comprehensive tax services to negotiating freeway traffic in Los Angeles. |
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| Audits, Reviews and Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use. |
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| Forensic Accounting |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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| Consulting Services |
| Acquisitions, mergers and sales
Long-range planning
Management controls and reports
Organizational structures and policies |
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| Fraud Prevention & Detection |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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