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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

Business Valuation services

The range of needs for valuing businesses continues to widen, and Edward Richardson Jr., CPA can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Financial Statement Preparation

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Estate Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Audit - Broker/Dealers

SEC RULE 17a-5

Securities and Exchange Commission (SEC) Rule 17a-5 requires that members of the Association file with NASD Principal Office of the designated examining authority an Annual Audited Report not more than 60 calendar days after the date selected for their fiscal year end. Members should note that most state securities boards also require a copy of the member’s Annual Audited Report not more than 60 calendar days after the fiscal year-end.

Edward Richardson, Jr. CPA firm has experience preparing broker/dealer audited reports, which are prepared accurately, efficiently, and in accordance with the requirements of SEC Rule 17a-2. Edward Richardson, Jr. specializes in providing auditing services to fully-disclosed broker/dealers operating under a qualified (K) 1 exemption. Audits are typically conducted telephonically and via electronic transfer of files in order to provide for a more cost effective and efficient audit.

If you are a new broker/dealer seeking an independent CPA to perform and prepare your Annual Audited Report, or are seeking to reduce the expense related to the preparation of your Annual Audited Report, please feel free to contact us for a quote, or simply fax or email a copy of your most recently filed audit, a description of any material changes in your business since the previous audit, and a copy of your all prior invoices for the previous audit. We will do our very best to try and reduce your expenses related to the preparation and filing of your Annual Audit Report.

Information Request for Services Listed Above