Services

Our services are focused on helping you understand the numbers so you can concentrate on the business at hand:

• general audits,
• limited scope audits (employee benefit plan audits) for 401(k) plans,
• compilations and reviews for lines of credit, regulatory requirements,
• strategic planning for growth opportunities, mergers or acquisitions, and
• tax planning.

  Employee Benefit Plan Audits

David E. Hamblin, CPA has extensive experience conducting employee benefit plan audits for middle market firms. We realize that this is often considered a necessity to stay in compliance with the U.S. Department of Labor and Internal Revenue Service. However, auditing your employee benefit plan also protects your company’s reputation, protects the plans assets, and brings peace of mind for your employees. Our focus is on middle market companies with more than 100 participants.

Our Services Include:

• Defined Contribution Plans – 401(k) Plans
• Single Employer Plans
• Limited or Full Scope Audits
• Benefit/Retirement Plan Audits

  Compilations and Reviews

Financial statements present an overview of the history of your company. They reflect what you have accomplished and an indication of what’s to come.

While many companies turn to David E. Hamblin, CPA for compilations or reviews because it is a requirement for loans, lines of credit, bonds or other financial activities, we take our obligation a step further. David E. Hamblin, CPA brings more than 30 years experience working with small to mid-market businesses. We help our clients turn a requirement into a business tool by helping them understand what the numbers truly mean for the future of their company. At Hamblin, your financial statements are not just a snapshot of history, they are tools for what lies ahead.

  Strategic Planning

Creating a vision for your company is vital to its continued success. An outside perspective brings new ideas to the table. Whether it is analyzing key performance indicators, creating dashboards for decision making, or forecasting for future expansion, Hamblin brings experience, critical thinking, financial analysis, and business acumen to bear. We help our clients understand today and prepare for tomorrow.

  Strategic Tax Planning

Taxes are usually viewed as an irritating necessity. At David E. Hamblin, CPA, our role isn’t to reduce your taxes, but to maximize your tax saving opportunities. That takes planning.

Hamblin brings a comprehensive understanding of tax regulations coupled with business experience to help you plan ahead. We provide a full range of strategic tax services for privately-held companies and key executives. With Hamblin by your side, our tax planning services can help you:

• Maximize tax savings opportunities,
• Limit future liabilities, and
• Reduce the possibility of tax exposure.

  CPAConnect

David Hamblin CPA is an independently owned and operated member firm of CPAConnect, an association of select CPA firms and sole practitioners throughout the United States. CPAConnect is the companion association to CPAmerica International, an association of larger, independent CPA firms. Through our affiliation, we have instant access to the expertise and resources of hundreds of professionals across America. Through our membership in CPAConnect, David Hamblin CPA offers clients unique access to national and international markets through an association of independent accounting firms that maintain the highest practice standards. As a client of our firm, you truly receive the best of both worlds: the personal attention and sincere concern of a local firm and the knowledge and resources of an international association.