TAX PREPARATION: Derek can help you with the tax compliance and planning necessary for each step in the business lifecycle such as starting a business and choosing the best entity, minimizing tax liabilities and selling a business and planning for owner retirement. Effective tax planning is critical to the profitability of small businesses and investors. Derek will help you plan effectively to minimize the impact of federal and state income and estate taxes.
• INDIVIDUAL
• LLC
• S CORPORATION
• PARTNERSHIP
• CORPORATION
• NON-PROFIT
• TRUST
• ESTATE
• NON-RESIDENT
FINANCIAL STATEMENTS: Good financial reporting is key to measuring performance and developing strategies for small business and non-profit organizations. Derek Thomas can help you provide accurate effective financial reports for owners, board members and lenders.
• COMPILATIONS
• REVIEWS
BUSINESS VALUATION: Derek Thomas provides a full range of business appraisal services including divorce, estate and gift, business acquisition and shareholder disputes. Derek has been awarded the “Accredited in Business Valuation” (ABV) designation by the American Institute of Certified Public Accountants. He will provide understandable reports that that can be defended in litigation matters or on audit.
• DIVORCE
• ESTATES AND GIFTS
• PARTIAL INTERESTS
• BUSINESS SALES AND ACQUISITIONS
• SHAREHOLDER DISPUTES
LITIGATION SUPPORT: Derek Thomas provides support to attorneys and their clients regarding the complex financial information associated with business and family law cases. He combines analytical skills with the ability to communicate effectively in reports and expert testimony. He has been appointed as the court's expert and has been qualified as an expert witness in numerous Riverside and San Bernardino County superior court cases.
• FAMILY LAW
• FORENSIC ACCOUNTING
• ECONOMIC DAMAGES
• LOST PROFITS
• RECEIVERSHIP
ESTATE PLANNING AND TRUST ADMINISTRATION: Derek provides a full range of services to families, including working with attorneys in estate planning, preparation of estate and trust tax returns and preparing estate and trust accountings.
Copyright © 2010 Derek Thomas CPA. All rights reserved.