At Wm Sunderland CPA, PC, Wm Sunderland, CPA, PC we provide assistance in the following areas:

Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

College Planning
You've worked hard to get where you are today. You may even be in the position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education. Bill can help you make college your long-lasting legacy.

Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Estate Planning
Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. Bill can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.

Financial Services
Bill can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Financial Statements
Our firm prepares professional, GATAP-compliant financial statements as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a business full profit potential.

IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was repaired. We can provide complete representation services before the IRS as well as state and local taxing authorities. We also negotiate Offers in Compromise with the IRS.

Professional Money Management*
Today's investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like Bill to assist them in creating a customized portfolio based on their individual needs.

Retirement Planning
With increasing life expectancies, many Americans could spend up to one-third of their lives in retirement. Substantial resources will be required to help finance non-earning years, and careful planning is required.

Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

*These services are offered by William Sunderland through his affiliation with HD Vest investment Services SM and HD Vest Advisory Services SM.