Additional Financial Services
Tax Planning and Preparation - Time plus charges
Many of our financial planning objectives and solutions are determined with tax implications in mind. Accurate income tax preparation that coordinates with our financial planning is key to realizing the full potential of your financial plan. Therefore, our tax department offers federal and state income tax return preparation for our Monitoring (Phase II) clients.
Our tax department can be engaged to prepare your individual, corporate, partnership, and trust federal, state, and local income tax returns, as well as any personal property tax returns required by your local taxing authority. The charges for these services are based on standard hourly billing rates, and the total fee will vary depending on the complexity of each return and the condition of the information provided. Please contact our office for more information.
General Accounting and Bookkeeping
We know that professionally prepared accounting is key to accurate financial planning. Although we are happy to work with your local CPA, we do offer a full service accounting department for our Monitoring (Phase II) clients. The following is a list of the standard accounting services performed by CWA on a monthly, quarterly or annual basis:
- Recording of receipts and disbursement journals
- Preparation of the general ledger
- Reconciliation of all bank accounts
- Compilation of financial statements.
Additional services available through the Accounting Department include:
Preparation of partnership 'Splits' if accounting is prepared by CWA
Preparation of sales and use tax returns
Media Center
Our Media Center contains audio and video clips with Darrell Cain speaking about important financial topics.
Contact Us
Cain, Watters & Associates
5580 Peterson Lane, Suite 250
Dallas, Texas 75240-5158
Phone: (972) 233-3323
Fax: (972) 663-3799