Comprehensive Accounting & Advisory Services
At Trexler & Watson, PLLC, you’ll not only find advanced technology, but a quality that’s increasingly rare these days: a friendly, personal touch. Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description. Please feel free to inquire about a service if you do not see it listed.
Our Professional Services
Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- Litigation support
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
Financial Statements
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.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Estate & Trust Tax Preparation
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.
Assistance with Tax Agencies for Existing Clients
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
We also provide complete payroll services including conversion to our system, new hires or terminations, changes of rates and other employee information, W-2’s, all reports complete and ready for signature and payment, if any at no additional charge. Each payroll you will receive payroll checks, journals, earnings statements, departmental cost summary and federal tax deposit information. We prepare all required federal and state payroll tax reports and provide W-2’s and all supporting wage tax detail for the year. There is no contract to sign and no long term commitment.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
Tax planning & return preparation
- – Individuals – Corporations – Partnerships – LLCs/LLPs – Estates, trusts & gift – Not-for-profit organizations
- Tax effects of buying/selling a business
- Taxing authority representation
- Divorce and support issues
Certified QuickBooks Pro Advisor ®
We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.
Notary Public
Bring us your important documents to notarize.
Why Choose Trexler & Watson, PLLC?
Distinctive Advantages for Businesses and Individuals
At Trexler & Watson, PLLC, we combine local knowledge with proven expertise to deliver accounting, bookkeeping, payroll, tax, and advisory services that make a measurable difference. Our team is dedicated to supporting your financial goals with tailored solutions, compliance assurance, and a focus on maximizing your return on investment.
Local Knowledge
Our team understands the unique financial landscape of Salisbury and the surrounding region, providing advice and solutions specific to local needs.
✓ Deep knowledge of North Carolina regulations
✓ Community-focused service
✓ Responsive local support
Personalized Service
We take the time to understand your business or personal financial situation, offering custom strategies for optimal results.
✓ Individualized attention
✓ Flexible service options
✓ Proactive communication
Comprehensive Compliance Support
Stay ahead of complex tax laws and industry standards with our up-to-date compliance solutions for individuals and businesses.
✓ Assured tax compliance
✓ Minimized audit risk
✓ Guidance through regulatory changes
ROI-Focused Strategies
Our services are designed to maximize your profitability and efficiency, helping you make informed financial decisions that deliver measurable returns.
✓ Strategic financial planning
✓ Insightful reporting
✓ Focus on long-term growth
Schedule Your Personalized Consultation
Ready to optimize your accounting, bookkeeping, payroll, or tax strategy? Our team is here to provide tailored solutions for your unique needs. Schedule a consultation today and discover how Trexler & Watson, PLLC can help you achieve your financial goals.