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Services

Judith K. Odell, CPA provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client.s specific needs in planning for the future and achieving their goals in an ever-changing financial environment. We pride ourselves on our personal service, our approachability, and our open and honest communication. Our professional services include:


Tax Services

We offer our clients, whether individuals, businesses, trusts or estates, a full range of tax services. We provide the planning, return preparation, and representation before tax authorities.

Accounting Services/QuickBooks Analysis

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Judith K. Odell's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual) and QuickBooks preparation analysis
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Judith K. Odell's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Financial and Retirement Planning

Judith K. Odell's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Judith K. Odell can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

Bookkeeping/Write-up/QuickBooks

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Judith K. Odell can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Judith K. Odell can advise you on choosing an entity type and later restructuring if advantageous.

Payroll Services

Judith K. Odell's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Judith K. Odell can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.

Cash Flow and Budgeting Analysis

Good cash management can improve a company.s liquidity, reduce costs, and increase profitability. Judith K. Odell can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Judith K. Odell combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.

Debt and Finance Advising

Whether your needs are corporate or personal, Judith K. Odell's professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.


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