Services
Our Clients
- Our clients are estates, individuals, non-profit organizations, privately held companies, and trusts.
- Our clients cover the gamut of entity types: C Corporations, General and Limited Partnerships, LLC, LLP, S Corporations, and Sole-Proprietorships.
- Our clients include mid-market companies that are contractors, distributors, fabricators, light manufacturers, retailers, service providers, and wholesalers.
Accounting & Software Solutions
We are accountants who are solution providers.
- Our core software solutions are Intuit products because our experience has shown that QuickBooks accounting software and QuickBooks third-party solutions answer most clients accounting and information management needs. However, we support other products based upon the client's need.
- We aid clients with a needs-assessment, assist with software selection, and then are an integral part of implementation, training, and ongoing support.
- Our experience includes software customization, installation, integration, migration, and upgrades.
- The solutions provided by the VIE MIXON CPA PLLC team assist in efficiently improving our clients' operations, so they can get to doing what they do best - their business!
Business Consulting
We are consultants whose quidance fosters peace of mind.
- Entity Choice
- Business Formation/Termination
- Accounting & Information Management Systems Design/Re-design
- Business Operations
- Accounting Software Selection
- Client’s “Go To” for a Referral
Education/Training
We are accountants who are both student and educator.
- Our Firm strongly advocates education since we believe it is a prerequisite in providing excellent client service.
- The VIE MIXON CPA PLLC staff of eager learners keep our Firm knowledge-base current.
- In addition to mandatory CPA continuing professional education, the staff keeps current with Quick Books Pro-Advisor certification.
- Our flexibility allows us to host learning sessions at the client location, in our office, or remotely.
- We endeavor to efficiently train. Our methods facilitate working smart rather than hard.
Estate Planning
We are certified specialists in estate planning.
- We connect clients with trusted estate professionals such as attorneys, insurance agents, and investment advisors.
- We collaborate within the team of estate professionals to ease the family’s burden during the process of wealth protection and transfer to the next generation.
- We prepare the applicable fiduciary tax returns, such as the final individual return and the estate and trust returns.
Outsourced Accounting
We are accountants who are skillful at outsourced accounting.
- In today's economic environment, ever expanding responsibilities often foster difficulty for operations and business professionals to allocate time for essential accounting and financial reporting.
- We know that accounting is a vital component to an enterprise’s success; a typical business will track inventory, collect receivables, pay vendors and employees, invoice customers, reconcile bank accounts, and with meticulousness manage the information/paper flow.
- Prepared Financial Statements
- When clients outsource their back-office accounting to us, we deliver timely, accurate, organized, consistent, and relevant financial data.
Tax Planning and Compliance
We are tax accountants.
- Federal & State Income Tax
- State Sales Tax
- Payroll & Employment Tax
- Federal Estate & Gift Tax
- Client representation with tax authorities