Suite 150
Fort Worth, Texas 76109
© 2024 Hartman Wanzor McNamara LLP. All rights reserved.
Strategy
We believe in the following approach to client service:Gain a full understanding of where you have been, where you are now, and where you plan to go. We prefer to do this on a global level, taking items into consideration other than simply numbers.
To the extent required by the situation, help you fully understand your current position in terms of potential future outcomes.
As necessary, tactfully provide well-defined strategic options and expected future outcomes for each.
Execute in a collaborative manner.
Team
Accounting
Hartman Wanzor McNamara offers a complete range of accounting services, including financial accounting services, business accounting, account receivables and payables tax accounting and payroll support. We prepare and compile financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal managerial use.
Our firm does not offer a full range of attestation services. To be more specific, we do not offer financial statement audit and review services. Because of this, we are able to support clients in a full range of services including those that might otherwise create independence issues if we were performing an audit or review of the financial statements for the same client. Examples of such services would include assisting a client with the month or year-end financial closing process, helping a client prepare for a financial statement audit, and a variety of advisory services.
- Outsourced accounting department staffing or oversight
- Bookkeeping and accounting
- Bank account reconciliation
- Accounts Payable / Receivables
- Financial Statement Preparation & Analysis
- Quarterly payroll tax
- Year End W-2 & 1099 processing
- QuickBooks Setup & Training
Tax
Tax issues have become the primary regulatory concern in the process of wealth creation and preservation. Along with adequate advisory and accounting support, the proactive management of your tax obligations make a crucial difference to future success. At Hartman Wanzor McNamara, we understand the environment in which individuals and companies operate. Our knowledge base and diverse range of resources can assist in identifying and achieving the best possible tax outcome, while preserving overall strategic objectives.
We have talented and innovative people who are committed to providing the right services in a timely and cost-efficient manner. Our team has a wide range of experience which we apply in a collaborative manner to ensure that different perspectives are considered when making decisions. Our team, along with extensions of service capability in the form of other trusted professionals, has proven to provide an excellent service experience for a broad base of clients in a broad base of industries.
- Strategic planning including income tax planning and overall wealth preservation strategies
- Federal and state tax return preparation, including state and local sales and use taxes
- Mergers & acquisitions analysis and consultation
- Corporate formation and reorganization assistance
- Various tax credit consultation
- Federal and state tax research, tax method changes, tax opinions, audit defense
- Business-use analysis
- Other various tax-related planning and consultation services
Advisory
The overall preservation and creation of wealth is a personal endeavor and objectives can change from one situation to another. Knowing your options from an overall planning standpoint is the first step to putting a lifetime strategy in place. We believe that our approach to assisting clients in this process is preferable and effective. Our approach is simple. We explain options, we help people make their own educated decisions, and we help as necessary to execute.
Our diverse experience has given us the ability to see the results of many past decisions - not only our own, but of many others. By applying lessons learned and coordinating the right sets of teammates for specific strategies, we help people achieve their personal and financial goals in a variety of ways.
We list a few examples of advisory services below, but the list is not all-inclusive. Depending on the day of the week, the range of services we provide varies greatly.
- Wealth preservation strategy implementation and maintinence
- Family and business succession planning
- Business valuation services
- Financial reporting process oversight
- Staffing solution consultation
- Compensation and comission plan consultation
- Strategic planning