Title: Financial Statements WA
1FIRM PROFILE
- Hurley Williams Cook and Ball Treger LLP have
joined together to become the Hearthstone CPA
Group. - Both of our CPA firms have enjoyed many years of
providing high-quality professional services to
businesses and individuals in Kitsap County and
the greater Puget Sound area. We value the
personal relationships that we have with our
clients. - We are grateful to our clients not only for
giving us the opportunity to provide them with
accounting services but for their loyalty and
friendship. We are confident that our new
affiliation will serve us all well.
2- Ball Treger LLP will be moving their office to
the Hearthstone Center building located on
picturesque Oyster Bay (4312 Kitsap Way) around
June 2016. Our existing phone numbers will
continue to be the ones you will use to contact
us.
- From the principals of the Hearthstone CPA Group,
thank you! - Larry A. Hurley, CPA
- Neal K. Williams, CPA MPAcc(tax)
- Christopher J. Cook, CPA, CFP
- David H. Ball, CPA (retired)
- Dennis R. Treger, CPA
3CLIENT SERVICES
Accounting Services Audits, Reviews and Compilations Bookkeeping/Write-Up Forensic Accounting Financial Statements Financial Forecasts Projections Cash Flow Budgeting Analysis Certified QuickBooks Pro Advisor Tax Planning Preparation IRS Representation Payroll Services Business Succession Planning Buying Selling a Business Estate Planning Retirement Planning Management Advisory Services Business Consulting Pension Profit Sharing Plans Business Entity Selection Accounting Software Selection Implementation Financial Planning Litigation Support Expert Witness Services Mergers Acquisitions
4 Accounting Services
Providing financial information to our clients
in a timely and accurate manner is a commitment
that we feel can not 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 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 Litigation support
5INFO CENTER
- Events CalendarThe interactive calendar
highlights federal and state tax due dates,
special firm events and other important dates
that may be of interest to you. Because the
calendar is continually updated, check back often
to keep track of filing requirements, deadlines
and other events that will help you stay current
and up-to-date.
- Client Tax OrganizerA tax organizer can
facilitate the process of pulling together your
tax information. This basic tax organizer is
designed for new clients and allows you to enter
your information right on the screen. You can
then print the completed tax organizer and fax or
mail it to the office. Current clients should
contact the office to request a "proforma" tax
organizer that includes prior year information
and carryover data.
6- Federal Tax Forms IRS Publications
- Looking for a federal tax form? Browse this
online tax forms library to find downloadable IRS
forms. The forms are presented in PDF format and
are acceptable for filing with the IRS. You may
also choose from dozens of helpful tax
publications developed by the IRS to help
taxpayers have a better understanding of various
tax issues. Available in PDF format, these
publications are written in a plain language
format geared specifically to taxpayers.
7NEWSLETTERS
Congress takes up tax bills before breaking for
extended recess The Democratic and Republican
nominating conventions triggered an early recess
for Congress. Lawmakers left Capitol Hill in
mid-July and are not scheduled to return until
September. Before recessing, the House voted to
undo part of the Affordable Care Act (ACA) and
approved a reduced budget for the IRS. Leading
tax writers in the Senate addressed tax-related
identity theft and home buying incentives.
8Employers, payroll providers prepare for
accelerated filing deadlines The Protecting
Americans from Tax Hikes Act of 2015 (PATH Act)
accelerated the due date for filing Form W-2,
Wage and Tax Statement and Form W-3, Transmittal
of Wage and Tax Statements, and any returns or
statements required by the IRS to report
nonemployee compensation to January 31. The
change is scheduled to take effect for returns
and statements required to be filed in 2017. At
this time, many employers and payroll providers
are reprogramming their systems for the
accelerated due date.
9LINKS
When you click on a link, a new window will pop
up. Close the window when you are ready to return
to this page.
Tax The Internal Revenue Service Washington State
Department of Revenue
Financial National Association of Securities
Dealers (NASD)
10Miscellaneous Unclaimed Property Secretary of
State - Charities Division Washington State
Ferries The Washington State Government Washington
Secretary of State- Corporations
Division Federal Reserve Board- Banking Finance
News Kitsap Credit Union Experian Credit
Bureau City of Bremerton Government Kitsap County
Government
News The Kitsap Sun Yahoo Finance - Stock Quotes
and more Smart Money Bloomberg Seattle Times
11CONTACT US
Kitsap Way Location4312 Kitsap Way, Suite 102Bremerton, WA 98312Main Number (360) 479-4611Fax (360) 373-1313Email michele_at_hearthstonecpa.com
12Thank you!