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COLE, NEWTON & DURAN
Certified Public Accountants

 

 

OUR MISSION

The mission of Cole, Newton & Duran is to become the premier provider of individual and business accounting, taxation, and consulting services.  We are determined to provide these services in the highest professional manner. 

OUR SERVICES

Accurate and timely accounting information is a necessity for any successful business.  Cole, Newton & Duran can assist you on either a temporary or on-going basis.  Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:


Auditing Services

Third parties relying on your financial statements often require an audit for assurance.  In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards.  An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements.  We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

Not-For-Profit Services

We provide a wide range of services for Not-For-Profit organizations.  We have experience in the audit, review, or compilation of your financial statements.  We can prepare the necessary federal and state tax forms and license filings.  We can keep your organization up to date with recent pronouncements regarding good governance.

Business Valuation Services

ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth.  Rely on our firm to assist you through these difficult processes.  We will do a comprehensive analysis that can help you make informed decisions.

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance.  Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning.  We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include: 

     - Investment Consulting
     - Financial Planning to Achieve Specific Goals
     - Retirement Planning
     - Estate and Business Succession Planning
     - Insurance Consulting

QuickBooks Advisory Services

Let our Certified QuickBooks Professional Advisor guide you through the benefits of QuickBooks.  We can provide training, support and setup of all versions of QuickBooks.  Let us advise you on the appropriate QuickBooks product for your business.

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.

Peer Review Services

Peer review is an evaluation of the systems and/or work product of a public accounting practice by a qualified practitioner.  Our firm has three certified peer reviewers who look at the peer review process as an opportunity to enhance the quality of accounting, auditing and attestation services.  We would be happy to discuss all of your peer review needs.

Tax Planning and Return Preparation Services

Expertise.  Peace of mind.  These are the things that you should 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.  Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.