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At Mobley & Company, our service philosophy flows from our commitment to serving closely held businesses and entrepreneurial individuals. We are
dedicated to providing the highest level of quality to our customers through auditing and accounting services, tax planning and compliance (domestic and international), and business management consulting
services.
Auditing Our audit philosophy is intended to add value to your business. We use a balanced approach and strive to understand the
business and issues behind the numbers. In addition to our regular audit, we perform 401K and ESOP audits for our clients.
Tax Planning and Consulting
Our most valuable tax service, we provide quality expertise in tax planning for federal, state, local and international issues. We also devote considerable resources to stay current with
emerging legislation that affects your business. Proper tax planning is a year-round process, we are here to help you determine the best way to structure your business.
Engagement Planning Process Involving both firm partners and your management, this process is geared to effectively plan for your business
and tax issues. During this phase, a detailed time schedule is agreed upon, including audit report and tax return delivery dates. At this level of
planning, we insure that we understand all relevant client issues so that critical delivery deadlines can be met.
Year-End Planning Meeting The intention of this meeting is to plan
the executing of audit and tax work. At this meeting, we discuss year-end actions for lowering tax liabilities, the budgeting and staffing of the assignment, and the management of the process.
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