Services

Harold R. Wenner, LTDHarold R. Wenner, LTD provides a wide range of services to individuals and businesses in a variety of industries. Harold R. Wenner, LTD, strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Professional services include:

 

Small Business Services

Harold R. Wenner, Ltd. assists you, the small business owner during:

Startup - Harold R. Wenner, Ltd. will provide assistance in determining:

  • If the business idea is viable
  • The proper organizational structure
  • Sources for securing adequate financing
  • The coordination of financial matters with your attorneys
  • Assistance from consultants

Growth & maturation phases - Harold R. Wenner, Ltd. will offer you:
  • Strategic business planning
  • Business automation assistance
  • Preparation of business income tax returns using professional software
  • Accounting services, if needed

Transition - Harold R. Wenner, Ltd. will assist in:
  • Development of retirement strategies
  • Development of management transfer plans
  • Development of family business transfer plans
  • Effecting the sale of businesses
  • Locating business valuation sources
  • Business liquidation planning

Harold R. Wenner, LTD focuses on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help clients face the myriad challenges of business planning and execution. Clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Assurance services will improve information quality or its context, meaning more success for your business.

In summary, Harold R. Wenner, Ltd. offers you, as a small business owner, multi-dimensional services at every step in the evolution of your business.

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Information Technology Consulting and Services

Harold R. Wenner, CPA is well versed in information technology for small businesses and individuals with over 30 years of experience with personal computer software and hardware applications. His computer knowledge includes some mainframe programming languages, also. He completed a certification program at the University of Minnesota in Client Server Technology in 1999.

Harold R. Wenner, CPA is proficient in utilizing and adapting several applications for small business and individual use. He provides consulting services in several different accounting applications. He has been a certified consultant for several accounting applications from various vendors in the past and is presently a Certified Quickbooks ProAdvisor in the Intuit™ Certified QuickBooks ProAdvisor Program. Harold R. Wenner, CPA also has developed strong relationships with value added vendors and consultants for evaluations, implementation, and training.

He has been an early adopter of technologies in his professional practice when it has been cost effective and increased efficiencies in the management of the firm and the delivery of services to customers.

Harold R. Wenner, CPA provides you with an informed perspective regarding your business and individual technology requirements and will make the commitment to finding the solution that best addresses your technology needs.

Harold R. Wenner, Ltd. knows that today's technology is ever changing and has made the commitment of providing you complete identification and evaluation of information technology for your small business or your individual use.

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Individual Tax and Financial Services

Harold R. Wenner, Ltd. views each service as an integral part of a total process, which includes:

  • Assisting you with tax compliance and tax planning - This assures that you are paying no more taxes than necessary.
  • Monitoring tax law changes - You will know how these changes will affect you and Harold R. Wenner, CPA will recommend tax-saving strategies.
  • Serving as your advocate in tax matters - If a tax audit should occur, Harold R. Wenner, CPA can properly represent you.
  • Assisting you in the coordination of tax and personal planning - Helping you evaluate the tax consequences in a particular situation, understanding that the best tax answer is not necessarily the best financial answer. Harold R. Wenner, CPA has made the choice not to be a broker and, therefore, does not sell or recommend specific investment instruments.
  • Harold R. Wenner, Ltd. utilizes top-line, state-of-the-art professional tax software to deliver these tax services to you.
  • You can benefit from Harold R. Wenner, CPA's years of experience and educational background. He knows that the tax law is ever changing and will keep you informed of these changes.

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QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Harold R. Wenner, LTD offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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Estate and Trust Services

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Harold R. Wenner, LTD's role 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 disburse one's estate so as to avoid complications and to be sure 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.

  • Harold R. Wenner, CPA works with you in your role as a trustee or administrator in your fiduciary duties of a trust or estate by:
  • Assisting you with tax compliance and tax planning - understanding that actions at the trust or estate level have tax implications for the entity and for beneficiaries.
  • Assisting and coordinating matters with your trust's or estate's attorney and other advisors - Harold R. Wenner, CPA understands that there is legal complexity involved with the administration of trusts and estates and that a synergistic relationship between the entity's CPA and its legal advisor and other advisors benefits the client.
  • Being available for accounting advice or services, if required - Harold R. Wenner, CPA understands that some trust and estate legal documents require a formalized accounting.
  • Harold R. Wenner, CPA understands that trusts and estates have tax, legal, and financial characteristics unique to them that require coordination between various members of the entity and its professional advisors.

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IRS Representation and State Tax Representation

Professional representation can be vital during an audit, and Harold R. Wenner, CPA's experience with tax authorities enables guidance of clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with the firm can put many of your worries at bay. Harold R. Wenner, CPA is ready and willing to answer any and all questions the IRS may be asking of you.

Check out our Newsletter for the latest article on Financial Planning.

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Email: harry@hrwenner.com

 

Minneapolis/St. Paul Contact Telephone

Phone: (952) 988-6961
FAX: (800) 878-5887

 

Mailing Address/Permanent Office

Harold R. Wenner, LTD
37096 West Stocking Drive,
PO Box G
Menahga, Minnesota 56464-0457

Phone: (218) 366-7085
FAX: (800) 878-5887

 

Minnetonka Auxiliary Office

601 Carlson Parkway, Suite 1050
Minnetonka, Minnesota 55305-5219

 

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