Serving East Texas for 35 Years and Counting!

Accounting Services in Longview and Tyler, TX

Since 1979, CPA Jerry Nelson has been providing a full range of accounting, tax and financial guidance services to individuals and businesses in Tyler, Longview and across East Texas. Our team consists of two CPAs, four accountants and an office manager/receptionist to provide you with the attentive service you deserve and expect.

We build long-term client relationships based on trust and expert analysis to keep our clients in compliance while maximizing cash flow and profit potential.

Having worked for many years with professionals in the construction business, we have developed a special expertise in this field, particularly in the area of audit, review and compilation:

In addition to the above assurance and advisory services, Jerry Nelson & Associates, P.C., also provides:

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Jerry Nelson & Associates, P.C.'s accounting services steer you closer to these goals with accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:
• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Corporate tax planning and return preparation
• Litigation support

Financial Audits

Financial Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform financial audits for you to remove errors, ascertaining the validity and reliability of your information.

Financial Reviews

Financial reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform financial reviews to ensure the integrity of your data.

Compilation

Without any verification from analysis of your accounting procedures, a compilation is typically used just for internal purposes. Its data is derived from figures provided by company management.

Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. The role of Jerry Nelson & Associates, P.C. in Tyler and Longview, TX is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Bookkeeping & Financial Write-up

Accurate bookkeeping is essential to a successful business yet can also be complicated and time consuming. Jerry Nelson & Associates, P.C. of Tyler and Longview, TX can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection & Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Jerry Nelson & Associates, P.C. in Tyler and Longview, TX can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always receive the most advantageous entity type for the functions your business performs.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Jerry Nelson & Associates, P.C. in Tyler and Longview, TX can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.

Financial Projections and Forecasting

No one can predict the future perfectly, but we can all benefit from planning for it. Jerry Nelson & Associates, P.C. of Tyler and Longview, TX combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Debt and Finance Advising

Whether your needs are corporate or personal, Jerry Nelson & Associates, P.C.'s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Financial & Retirement Planning

Jerry Nelson & Associates, P.C.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jerry Nelson & Associates, P.C., can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Cash Flow & Budget Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Jerry Nelson & Associates, P.C., can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Business Mergers, Acquisitions & Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Jerry Nelson & Associates, P.C., can provide professional know-how to help you successfully structure and negotiate the deal. Jerry Nelson & Associates, P.C., employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Accounting Software Selection, Implementation, and Support

Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.