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MSW Services

Masters, Smith & Wisby offers a wide range of services to individual and business clients.

Because we constantly update our knowledge, skills and technology, our clients can be assured that they are receiving the most up-to-date, accurate and responsive accounting and business consulting services available. And our highly-trained professionals provide the kind of individual attention and personalized service that you deserve.

If you are interested in a service that is not listed below, please don’t hesitate to ask us about it. If we do not provide the service you require, we would be more than happy to refer you to a qualified professional who can meet your needs.

ACCOUNTING & AUDITING SERVICES

MSW provides a full range of accounting and auditing services based upon the highest standards of our profession. Our highly-trained professionals deliver the accurate, understandable information you need to make sound financial and business decisions.

  • Accounting system setup for new businesses
  • Audits, reviews, and compilations
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Business tax return preparation (Sales & Use/Business Property)
  • Cash flow and budgeting analysis
  • Computerized payroll services
  • Financial forecasts and projections
  • Financial statements
  • General ledger & financial statement preparation
  • Litigation support
  • Personal financial statements

BUSINESS CONSULTING

In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We can help your management team set long-term objectives and develop specific strategies to facilitate future growth and success. We can also help you identify areas that negatively affect profitability and develop practical, technically sound solutions.

  • Bookkeeping assistance and oversight
  • Budgeting and cash flow analysis
  • Business valuations
  • Controllership
  • Employee benefit planning, including retirement planning
  • Industry benchmarking
  • Internal management reports
  • Management advisory services
  • Pension and profit sharing plans
  • Planning for the purchase or sale of a business
  • Profit planning
  • Strategic planning
  • Succession planning

TAX SERVICES

Our firm offers a complete array of multi-state tax planning and preparation services to serve your needs throughout the year. Whether you are an individual or a multi-tiered partnership, our experienced professionals will help you develop strategies that take advantage of the latest tax laws and legislation to minimize your current and future tax liabilities.

  • Corporations
  • Estates, trusts & gifts
  • Partnerships
  • Individuals
  • LLCs/LLPs
  • Not-for-profit organizations

We also offer assistance with:

  • Divorce and support issues
  • IRS and multi-state taxing authority representation
  • Payroll tax
  • Sales tax
  • Tax effects of buying/selling a business

FINANCIAL PLANNING

Because Masters, Smith & Wisby provides not only tax and accounting services but also wealth management (through MSW Wealth Advisors), our clients receive the benefit of our knowledge as both CPAs and financial advisors.  While most brokers and investment advisors are precluded from providing tax advice, MSW’s professionals offer the best of both worlds, providing clients with critical tax-optimized investment strategies that others simply cannot offer.

  • Investment planning
  • Retirement income planning
  • Business planning
  • Education planning
  • Risk Management and Insurance Planning
  • Estate planning
  • Succession planning

Together, we will discuss your current investment plan and offer you tax-optimized financial solutions that are tailored to your unique needs and objectives. These solutions are designed to help you maximize, protect and preserve your wealth and, at the appropriate time, successfully transfer that legacy to the individuals and institutions you choose.

To learn about our full array of financial planning services, visit MSW Wealth Advisors

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC (www.finra.org / www.sipc.org)

Investment advisory services offered through 1st Global Advisors, Inc.

Insurance services offered through 1st Global Insurance Services, Inc.

We currently have individuals licensed to offer securities in the states of FL, SC and TX.  This is not an offer to sell securities in any other jurisdiction.

To learn about our full array of financial planning services, visit MSW Wealth Advisors.

OTHER SERVICES

Due to our diverse client base, we have encountered a wide array of financial and tax issues over the years. As a result, we have gained valuable experience in a variety of specialized areas, including:

  • Asset protection
  • Bankruptcies
  • Expert witness services
  • Internet commerce
  • Investment review
  • Litigation support
  • Mergers & acquisitions