Waldron Rand provides accounting, auditing, tax, and advisory. The Firm has vast experience helping start-ups navigate the challenges of market entry, assisting established organizations in an emergent business environment, working internationally on behalf of business and individuals, and guiding individuals and businesses through the challenge of changing tax laws. Our firm focuses in three areas.
Assurance
Waldron Rand’s assurance services provide transparent, reliable, and consistent financial information to stakeholders. We take the time to understand the unique needs and goals of our clients, and it is this knowledge that drives our analysis of operations and financial results.
Our compliance services are designed to meet your regulatory, investor, and lender requirements and will assist you in making informed business decisions. At a time when regulation and compliance are business imperatives, our firm offers multilevel assurance services.
Taxation
We have extensive experience in successfully advising our clients through changing tax laws, tax compliance and planning solutions in the areas of individual, business, estate, gift and trust, international, and state and local. We approach every tax engagement in a proactive manner, ensuring that we are strategizing with our clients year-round to ensure that they receive tax advice when contemplating a transaction—rather than after the fact. Our service approach of learning about you and your goals gives us unmatched insight. Rules are rules, but understanding how they apply to your unique situation is where we stand out. We empower our clients with knowledge—demystifying the tax process through clear communication to achieve a mutual understanding of the laws that affect you. The more you know, the more you can recognize opportunity and make informed decisions that enhance your future.
Business Advisory
We offer a wide range of business advisory services designed to enhance business performance. We leverage practical experience with industry knowledge to create innovative strategies that address your businesses’ unique challenges. We work with you to make your business goals a reality. In addition to our technical expertise, we are committed to truly listening to you, communicating frequently and effectively, and being highly responsive to implement positive and successful change. Our services include:
- Mergers and acquisitions
- Sale of business and succession planning
- Business expansion analysis
- Business plans, financial projections, and forecasts
- Cash flow, net worth, and profit analysis
- Business-entity selection
- Retirement planning
Estate Planning and Estate/Trust Administration
We have experience in all aspects of estate, gift, and fiduciary income tax planning, compliance, and administration.
Our services include:
- Estate, gift, and fiduciary income tax filings
- Estate & gift tax planning, including advice on design and structure of various wealth transfer strategies, charitable gifting, and business succession planning
- Post-mortem tax planning, including use of disclaimers, certain tax elections, and other strategies, as applicable
- Estate and trust administration, including preparation of estate inventories, trust accountings, and assistance with procuring date of death valuations and appraisals for estate tax purposes
Through an affiliated law firm, estate planning drafting services (including the preparation of Trusts, Wills, Durable Powers of Attorney, and Healthcare Proxies) and probate services are available to our clients.