Typical Client Profile
Individuals and families, private closely-held companies, estates, trusts, pension plans, real estate investment partnerships, attorneys, physicians, nonprofit organizations and other professionals, as well as manufacturing and construction businesses.
Our professional practice encompasses business, financial and taxes. Bennett and Rhodes acquired the firm of Brent K August & Co. which was in business for over 49 years. Nicole Bennett and Shelly Rhodes each have over 25 years of experience in accounting and income tax preparation. We have consulted with clients in a wide variety of engagements. We emphasize creativity and an aggressive proactive approach.
“Thank you for all that you do for us!
We are grateful for your expertise and professionalism.”
— L and T L
Overview of Services
Bennett & Rhodes, Inc. is a management firm that specializes in advisory services. Our clients range from small to medium in size, vary from one employee to five hundred employees, and range from a few thousand dollars to fifty million dollars per year in annual volume. Service is provided for commercial and nonprofit organizations, as well as individuals.
The following types of services are offered to our clients:
- tax planning and tax return preparation
- transaction planning - mergers, acquisitions and leveraged buyouts
- accounting and business systems implementation
- computer accounting systems installation
- client representation before the Internal Revenue Service
- executive and staff search
- divorce planning
- expert testimony
- business valuations
- estate planning
- reconstructive accounting
- other general business consulting
- offer in compromise with the Internal Revenue Service
We prepare annual tax returns for individuals, business entities, trusts, estates, nonprofit and pension and profit sharing plans. In addition to tax preparation, we assist our clients with tax planning and transaction control. We analyze and recommend specific arrangements to meet each client's financial, personal and tax objectives. We devise plans to meet personal goals of each client and to minimize the burden of income, estate, gift, and/or generation-skipping taxes. Typically, this results in substantial tax savings, which benefits the client's family or business.
“Thanks to everyone who works so hard on our behalf...
we hope you will all take a well-deserved break after the deadline is past!”
— RG, Client