At Hodges, Jones and Mabry, P.C., we have successfully partnered with clients of all sizes and from varied industries, offering services to individuals, start-up businesses and established corporations.  We have the knowledge and expertise to be your trusted partner.  That should mean peace of mind to you and your business.     

Assurance Services

Audits
During an audit, we perform various procedures which include detail testing of a company's financial records and assessing the internal control structure to express an opinion on the fair presentation of the financial statements.  We communicate regularly with management and perform each audit with a value added perspective, providing advice and observations to our clients.  

Reviews & CompilationsWe provide reviews and compilations that are narrower than an audit.  A review encompasses making inquiries of management and performing analytical procedures to financial information.  A review report provides limited assurance that there are no material modifications that should be made to the financial statements to conform with generally accepted accounting principles or another basis of accounting. 

A compilation is limited to presenting - in the form of financial statements - information that is the representation of management.  

Tax Planning & Return Preparation

Our expertise means your peace of mind.  As your tax advisor, we believe you should expect no less.  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 planning strategies.  We keep abreast of the current tax regulations throughout the year to minimize your tax liabilities and to maximize your future opportunities.  Whether your needs are simple or complex, our knowledge and experience works in your favor.      

Accounting & Payroll Processing

In the diverse world of business, companies may find it difficult to manage all aspects of their operations.  Professional assistance from a valued and trusted business partner to handle your accounting and payroll operations may be the right solution to keep you financially sound.  We specialize in electronic bookkeeping, payroll and payroll tax processing, financial statement preparation and much more. 

Estate & Fiduciary Administration & Planning

Effective planning for the future ensures that your intent will be fulfilled and that estate liabilities will be minimized.  We can help you with critical planning decisions - such as deciding on a trustee, managing your assets, choosing the best tax-saving opportunities and ensuring the goals of the estate are achieved.  

Our close relationships with legal professionals, insurance professionals, banks and brokerage firms are an invaluable asset to our clients when formulating an estate plan.      

Business Consulting & Valuation Services

Business Valuations, Buy-Sell Transactions, Litigation Support - you never take these decisions lightly.  That's why a professional consultation may be required to address these important issues.  Our experienced CPAs and CVAs work closely with clients to analyze even the most complex situation and provide expert financial advice.