John F. Ogilvie & Associates LLC
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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Accounting Services
  • Consulting Services
  • Tax Services
  • International Taxation
  • International Business   

    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

    *Litigation support

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    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation

    *Type of entity selection

    *Business valuations

    *Buying/selling a business

    *Computer systems

    *Financial & retirement decisions

    *Estate, trust & gift planning

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    Tax Services
    We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    *Tax planning & return preparation

    - Individuals

    - Corporations

    - Partnerships

    - LLCs/LLPs

    - Estates, trusts & gift

    - Not-for-profit organizations

    *Taxing authority representation

    *Divorce and support issues

    *Tax effects of buying/selling a business

    ***I update my tax skills by taking courses at H&R Block. For the past few tax seasons I have been employed with this excellent company. As a condition of employment I signed an agreement not to compete. Any tax preparation I do will be through H&R Block.

    Feel free to contact me and I will send you a questionnaire. From the information you give me I can give you an estimate of their tax preparation fees.

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    International Taxation
    Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

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    International Business
    Our experience working abroad and with various nationalities working in the U.S. has provided us with an extensive base of knowledge in the area of international business. International business services offered include but are not limited to:

    *Planning and preparation to enter international markets

    *Cross border transactions

    *Foreign currency translations of financial statements

    *International finance

    *International trade

    *Foreign business practices & etiquette

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