Services | Jon WM. Ezickson; Certified Public Accountant

Since the founding of the firm, I have had a solid focus on taxation and compliance for closely-held businesses and individuals. Some would say I have a passion for it, and I look forward to each busy season with enthusiasm that is sometimes absent entirely at other providers. My strengths and competencies in taxation has been the driver of the greatest value to clients.

My accounting practice is peer reviewed and I am a member of the AICPA Private Companies Practice Section. Our approach to accounting and reporting assignments is to tailor and customize the services to meet the needs and expectations of each client stressing efficiency, flexibility, and convenience.

Our approach to planning assignments is to tailor and customize the services to meet the needs and expectations of each client. We try to make plans flexible, convenient, and realistic. The areas of tax and financial planning are cash flow management and budgeting, risk management and insurance, education and goal funding, retirement and financial independence, estate and transfers, investment management, and income tax management and transactions analysis.

My approach to valuations and consulting assignments is driven by quality sciences of Deming, Juran, and Crosby and advanced management practices. My specific training in Quality Management, Six Sigma, TRIZ, and Systematic Innovation provides me with a very unique set of analysis and problem solving skills with emphasis on systems efficiency theory not offered in other firms.

Tax Preparation We provide income tax preparation for individuals, corporations, partnerships, LLCs and LLPs, estates and trusts, and tax exempt organizations, including the relevant state and local filings. We also provide a range of preparation, compliance and research services, and consulting on Federal, state, and local information returns such as payroll; qualified retirement plans; estate, gift, and inheritance taxes; and excise, sales, and use taxes. back to top
Tax Planning Our approach to planning assignments is to tailor and customize the services to meet the needs and expectations of each client. We try to make plans flexible, convenient, and realistic. We can provide the service to address specific areas, or if needed, prepare a comprehensive plan that involves all areas of planning, and the related trusted advisors. back to top

Tax Audit Representaion We have a detailed system for quality control over tax return preparation and I continually monitor the rate and severity of error notices and audit letters received by clients year by year. We have maintained a very low rate of notices for several years, and have been successful in defending major audits with no-change results or nominal impact. Our goal is to address compliance issues before the fact through careful tax and financial planning. I take a cautious approach to matching my clients’ expectations with those of the IRS and other tax authorities. We believe that clients place trust in us so that they can sleep at night with the knowledge that we are careful in our preparation, thorough in our research, and have identified the risks and stand ready to defend our work. back to top
Tax Law Compliance Research Part and parcel to effective tax planning and compliance is the research of Tax Code, IRS rules and regulations, and court cases that make up the body of law and the practice of United States Taxation. We utilize an extensive online library to find the correct interpretations and bounds of the law, combined with 29 years of experience. back to top

Estate Planning In conjunction with planning and compliance services for income taxes, Jack has an extensive experience in estate planning and estate tax preparation and compliance services. Usually working with a team of trusted advisors such as attorneys, insurance, and investment specialists, he cooperates in the design and implementation of effective long-range estate plans and provides valuable input and measurement services to the process. Jack has extensive experience in monitoring plans, charitable trusts, and trust tax compliance. back to top
Qualified Retirement Plans Another area of specialized tax compliance services is available for small qualified retirement plans. We offer services in the implementation and monitoring of plans and associated tax compliance requirements. back to top

Compilation and Review Our financial reporting services are often provided as compiled and review financial statements governed by Statements on Accounting and Review Services issued by the AICPA. We can provide the reporting services on any periodic basis – monthly, quarterly, and annual. We understand the value of maintaining a meaningful history of financial reporting for the business entity client. These limited assurance services are often adequate for banking and third party reporting. back to top
Accounting and Recordkeeping Another part of my practice is in the maintenance of accounting records and “write-up” services. We are proficient in QuickBooks ™ accounting systems and other computer based programs and can provide training to staff in operations and procedures for reliable accounting record maintenance. We also provide other services such as statistical record generation, full-year write up of manual records, and forensic reconstruction of accounting records. back to top

Computerized Reporting Systems As part of our work with QuickBooks™ and other programs, we also provide design services of accounting systems and procedures. This includes establishing internal control systems, and data capture for effective measurement and risk identification. Whether designing a system of a new business, or modernizing a system for an established enterprise, our design methods focus on and incorporate quality science principles for statistical process controls, and other relevant non-financial data. back to top
Financial Forecasts Our services with respect to preparing and reporting on financial forecasts, budgets, and projections is governed by the Statements on Attestation Standards promulgated by the AICPA. We can assist with the development of detailed and summary analyses for business plans, investor reporting, and long-range planning and enterprise valuation. back to top

Personal Financial Statements Though not used or requested as prevalently in the past, we are able to provide when the need for personal financial statements arises. back to top
Audit and Attestation Sevices When the need is there, we can provide a wide range of audit services and non-traditional attestation engagements. My auditing experience covers real estate, financial services, investment advisors, manufacturing, retailing, and qualified retirement plans. There are limitations, as we do not engage in governmental audits, GIPS verification, and audits of publicly listed companies. We can provide the expertise to fill talent gaps in your internal audit functions, as well as provide consulting and opinions on financial controls systems and elements of financial reports. We also can provide services to your auditing firm when necessary to protect their independence. back to top

Investment Analysis and Guidance Although I do not sell investment and insurance products, I have consulted on many investment plans and recommendations over my 29 year career. I believe my independence and objectivity is a valuable resource in this area. Acting as a sounding board, I provide analysis of proposed investments and investment strategies, and help develop detailed investment policy statements. As a trustee for a number of client trusts, I maintain market insights and keep abreast of the trends and developments with continual contact with several outside investment advisors to these accounts. back to top
Long Range Individual Planning Many of my clients have been with me for over 20 years. My approach is goal oriented taking into consideration the current and potential resources, desired achievements, and the planned as well as unexpected events. We can provide the service to address specific areas, or if needed, prepare a comprehensive plan that involves all areas of planning, and the related trusted advisors. back to top

Long Range Business Planning My skills in long-range business planning involve the knowledge and experience of all my other areas of practice. It is goal oriented and further insight is provided from training and competence in systematic innovation, quality sciences, forensics, and business valuation. back to top
Retirement planning and Analysis Retirement planning challenges have been daunting in these turbulent economic times. I have an unconventional approach and philosophy in looking at retirement planning that focuses on a quality of life through both the accumulation and disbursement phase, and considers the tax implications and estate planning opportunities that are interrelated to a sound retirement plan. back to top

Trustee Services When the situation calls for it, I am willing to serve as an independent co-trustee or advisor to the trust vehicles that become part of your planning. I also serve as a co-trustee with a bank or other advisor for existing legacy trusts. The independence and objectivity can be a valuable resource in guiding investment policy and direction and trust administration. back to top

Business Valuations I attained the Accredited in Business Valuation Credential (ABV) along with the Certified in Financial Forensics (CFF) designations in 2009. My business valuation services include analysis and reporting for income, estate, gift, or inheritance tax purposes, compliance with accounting standards, litigation support, and M&A due diligence. I am also hired by other accounting firms and law firms to fill capability gaps and provide higher level support on more complex work assignments. back to top
Quality Mangement & Continuous Improvement Jack has been a member of the American Society for Quality since 1992 and is a Certified Six Sigma Greenbelt. He utilizes the tools and techniques from the quality sciences of Deming, Juran, Crosby, and others in the approach to management consulting assignments and client advice. Quality Science Services include training and project assistance for financial and non-financial quality improvement assignments involving techniques such as Root Cause Analyses, Failure Mode Effects Analysis, Statistical Process Controls, Six Sigma, and ISO compliance auditing. back to top

Systematic Innovation & TRIZ Jack has been a member of the Altshuller Institute for TRIZ studies since 2003 and has been trained by renowned TRIZ Masters over the years. He has been a pioneer in adapting and utilizing the tools of TRIZ and systematic innovation and applying them to non-technical boardroom and management type problems, systems, and processes. He has presented papers at international conferences on the integration of TRIZ and Six Sigma in management and financial applications. Jack offers training and project assistance in TRIZ and Systematic Innovation for technical and non-technical assignments. Through the Altshuller Institute, we also bring world class TRIZ trainers and consultants in as warranted. Want to know more about what exactly this TRIZ is – follow this link. back to top
Strategic Advisory Services Jack Ezickson advises individual executives and members of board of directors on corporate governance and compliance matters, information systems, accounting and disclosure, and applying quality control principles to develop efficient business systems and processes. His extensive experience in auditing and accounting, combined with his knowledge of quality sciences and innovation provides unique perspectives for business controls and risk management. A key strength is the ability to communicate clearly with skillfully developed financial analysis and presentations. back to top

Loan Proposals & Business Plans With the skills of financial forecasts and business strategy, I can render valuable assistance and advice in preparing and presenting financing proposals to banks and private lenders, along with written business plans for strategic development. These services utilize a number of assets and skill sets from other service areas such as valuation and accounting and tax knowledge. back to top

Jon Wm. Ezickson ©
Terms of Use
Feedback