Travel Log

The INAA Traveller visits an INAA member every week. Discover his daily adventure by clicking on the READ MORE below.

This week the INAA Traveller is on holiday.

 


2017 May 22-26: Puente Sur Outsourcing, Santiago, Chile

Knowledge center

Take advantage of the knowledge center provided by PSO on its website with memos on #chilean regulations: it is here

Services

Puente Sur Outsourcing (“PSO”) provides a comprehensive range of bilingual back-office management services exclusively to foreign clients with local Chilean operations.  

These services include start-up, accounting, tax filing and advisory, administration, treasury, payroll, logistics management, customized financial reporting, legal representation, and other back-office support services.

PSO manage the Chilean back office for the subsidiaries or branches of more than 100 multinationals with investments in Chile over USD 2.5 billion, and provide international support via its active affiliation with www.inaa.org.

Partners

With over 12 years of experience in finance, accounting, auditing and consulting roles within multinational companies, most recently as a Manager with PwC in Santiago, Philip Brundell is well acquainted with the high standards maintained by international corporations in all matters related to their operations.

As PSO's Managing Partner, Philip leads the different operating and support units, with the goal of bolstering a self-challenging corporate culture that continuously builds the competencies needed to meet and exceed the expectations of our clients.

Philip was born in Argentina, raised in Chile and is completely bilingual (English/Spanish) as a result of his parents´ English and Scottish heritage.

Rodrigo Soza brings a passion for assisting our international clients that sets the tone for PSO´s corporate culture.  He is committed to improving the efficiency of our foreign clients´ local operations and to ensuring that our outsourced services are exceeding expectations.

A Chilean citizen, born in Mexico City, childhood in Ghana and Malawi and educated in Santiago, Chile, he is completely bilingual (English/Spanish) and a valuable asset to any company wishing to establish, grow, and efficiently manage its business in the region.

Rodrigo manages a team of more than 60 professionals attending over 80 multinationals with operations in Chile. He also served on the Board of Directors of the International Association of Accountants and Auditors (INAA), the international professional organization of which PSO is the Chilean representative.

 

Born in the UK and educated in the US, in 1995 Nicholas Walker founded the company in Santiago, Chile, that has evolved into the group that includes PSO today.  

Nick has over 26 years of work experience, with over two decades of these in Chile.  During this time, Nick has developed hands-on expertise in assisting multinationals with initiating and managing their operations in Chile, and has extensive know-how in a range of start-up and on-going compliance issues.

He is either the legal representative for or on the Board of Directors of over 30 companies in Chile and has presented at numerous seminars on Doing Business in Chile in North and South America.

Prior to forming The Southbridge Group, Nick held positions at Citicorp Chile in Santiago and at Morningstar (financial publishing company) in Chicago. Nick is bilingual (English/Spanish), is married and has three sons.

Client testimonials

It gives particular satisfaction at Puente Sur Outsourcing, when their clients take the time to acknowledge their satisfaction

Read more

Company background

With over 20 years focused on providing back-office management services to foreign companies with operations in Chile, we have both the enthusiasm and expertise to guide our clients through a broad range of administrative and compliance issues.  

We are convinced that success lies in clear communication combined with understanding and managing the details of every transaction.

Our solutions are completely flexible, fluid and customized to deal with our clients' needs or requirements. We know that every business problem and solution are unique in their own way.

 

 The company page on the INAA website is here

The company website is here

 

2017 May 8-12: Johannes Juara & Rekan, Jakarta, Indonesia

Services

Our services are comprehensive and provide immediate and significant results. We will work with you throughout the year to maintain your books and records to minimize the year end rush. Whether your business is the growing companies, or a family-owned business experiencing steady, more predictable growth, you can benefit by our experience.

Financial Statement Preparation

Financial statements are a summary of the financial information of your business and can only be prepared by an Accountant. Commonly called attestation services, there are three different types of opinions attached to financial statements: audit, review and compilation. Each has a different level of assurance associated with it, meaning the level of reliance that can be placed upon it by third parties. Along with each level of assurance is an increase in the amount of analysis that is required, and also the cost.

Accounting Systems

Knowledge is power, understanding your business is key to its success. The pulse of your business runs through your accounting system, it makes sense to ensure this system is as efficient and effective as possible.

A well designed system will be simple yet effective, enabling transactions to be controlled and financial information to be accurate without requiring an excessive investment in time or expense. Whether your transactions consist of thirty vouchers per month or three hundred, we can help you build a system that works with your business. Our goal is to enable you to control your business without your accounting system controlling you.

Tax compliance

With the increasing focus on governance and regulation, tax compliance has never been so important. Compliance failure represents not only a financial risk, financial penalties and a possible increase in the tax charge, but also a serious business risk, as it can damage company's reputation with the authorities and the public.

Tax advice

A major part of our work is devoted to minimising our client's tax while remaining within the legal boundaries. Our client's affairs are regularly reviewed to ensure that they are organised as tax effectively as possible. To ensure that our advice is current and relevant, our professional team carries out extensive and ongoing professional development, reviews new legislation, case law and tax rulings.

Tax planning

We are aware that there is increasing focus in the marketplace and by tax authorities on the policy issues surrounding tax planning and specifically on how corporations structure their affairs to mitigate their tax liabilities. Therefore, our tax planning advice must be given in the knowledge of the actual facts and circumstances of the client concerned, must always involve discussion of the wider consideration of all risks involved, including how our client's actions might be viewed by others. In addition, we are advisors on tax planning and not principals or counterparties.

General audit

The firm believes in adding value through the audit process by taking a business approach to the audit engagement. We will proactively identify important issues for companies, leaving no surprises for the end of the year and to enable deadlines to be met. Our client can be assured that our professionals apply the highest standards of professional integrity, objectivity, independence and technical excellence to all our activities.

Agreed upon procedures

We performed agreed-upon procedures applicable to the financial statements or individual items of financial data and report the factual findings resulting from our work. Our engagement will be conducted in accordance with generally accepted auditing standards applicable to agreed-upon procedures engagements.

Review

In addition to the above services, we conducted reviews which consists principally of inquiries of company personnel and analytical procedures applied to financial data for entities.

Partners

Johannes E. Runtuwene, is one of the founding partners of the Johannes Juara & Rekan, and is the managing partner of the firm. He started his career working in the assurance practice area and considerable experience of auditing a wide range of large private groups, foreign investment companies and also listed companies. He is a Certified Public Accountant of the Indonesian Institute of Accountants. Before establishing the firm, Johannes served as a partner of Grant Thornton. Johannes is a member of the Indonesian Institute of Accountants (IAI) and the Indonesian Institute of Certified Public Accountants (IAPI). He is also involved as a member of Professional Standard Setting Body of IAPI.

Hendrik Saputra serves as a tax partner, He completed his Bachelor's degree in Accounting from Trisakti University and earned an M.Si degree from the Faculty of Social and Politic at Indonesia University, majoring Tax Administration in 2004. He started his career as auditor at Andersen in 2000 and join the tax at Grant Thornton in 2001. He has experienced offering tax advice in various kind of industries. Hendrik is the member of the Indonesian Tax Consultants Association (IKPI).

Juara S. Nainggolan is a Certified Public Accountant of the Indonesian Institute of Certified Public Accountants and is an Assurance Partner. Juara has wide audit experiences in various industries and began his career with Grant Thornton from 1994. He is also the member of the Indonesian Institute of Accountants.

Lukman Sudjandi, is an executive tax partner and he graduated from the Faculty of Economic of Parahyangan Catholic University. He is the member of the Indonesian Institute of Tax Consultant (IKPI). Before joining the firm, Lukman has served tax in the major firms such as KPMG, Ernst & Young and Grant Thornton. With more than 25 years of experience in practicing tax in Indonesia, he has a comprehensive understanding of Indonesian tax law.

Company background

Johannes Juara & Rekan is a firm which takes great pride in the quality of services and responsiveness to the clients' needs.

The firm’s partners have been providing services to the many clients for a number of years.

Our client can be assured that we apply the highest standards of professional integrity, objectivity, independence and technical excellence to all our activities.

The firm is a member of the Indonesian Institute of Accountants and the Indonesian Institute of Certified Public Accountants.

The company page on the INAA website is here

The company website is here

2017 May 1-5: Kenny Tam & Co. CPA, Hong Kong SAR, People's Republic of China

Services

  1. Formation – Hong Kong, BVI and other offshore company
  2. Secretarial – Opening bank account, Annual Return, Business Registration, Registered Office
  3. Audit, accounting, bookkeeping, restructuring
  4. Taxation – Various tax filings and offshore tax status application
  5. Insolvency – creditor/court winding-up, bankruptcy & IVA

Partners

 

Kenny Tam is a Canadian Chartered Professional Accountant. He had worked in PWC’s offices in Montreal and Hong Kong and in KPMG’s offices in Toronto and Hong Kong before founded the firm Kenny Tam & Co. in 1991 in Hong Kong. Mr. Tam is now a practising Certified Public Accountant in Hong Kong. Mr. Tam is a member of the Small and Medium Practitioners Committee and Restructuring and Insolvency Faculty Executive Committee of the Hong Kong Institute of Certified Public Accountants (“HKICPA”). He had served as a member of the Practice Review Committee of the HKICPA for 6 years and retired on rotation. Mr. Tam is awarded the specialist designation of SD (Insolvency) and also presently the Insolvency Specialist Designation Vetting Committee Member of the HKICPA. He is currently the Chairman of the Insolvency Committee and a Council Member of The Society of Chinese Accountants & Auditors and was the president of the said Society in 2002. He is presently serving as an independent non-executive director for several main board listed companies in Hong Kong.

Bob Tse has been working in Kenny Tam & Co. for more than ten years. He is presently a principal of the Firm. Mr. Tse is a Registered Insolvency Practitioner of the Official Receiver’s Office. He had involved in numerous insolvency assignments since he joined the Firm. Mr. Tse is one of the awardees in the first batch of Specialist Designation in Insolvency awarded in July 2011.

Company background

Kenny Tam & Co was founded in 1991 by Mr. Kenny Tam who qualified in Canada as a Chartered Professional Accountant with an international accounting firm.

Besides local clients, the firm is experienced in handling clients from mainland China and overseas. 

Mr. Tam and the principal, Mr. Bob Tse are both awarded the specialist designation of SD (Insolvency) by the Hong Kong Institute of Certified Public Accountants.

 

The company page on the INAA website is here

The company website is here

2017 April 17- 21: Siew Boon Yeong & Associates, Kuala Lumpur, Malaysia

Services

Audit and Assurance

  • Statutory audit
  • Special audit engagement
  • Financial due diligence
  • Internal audit
  • Internal control solutions
  • Comprehensive risk assessment services

Taxation

  • Tax compliance
  • Tax consultancy and advisory
  • Tax planning
  • Tax incentive review & application
  • Tax investigation and field audit
  • Tax appeal

Corporate Secretarial

  • Company formation/business advisory
  • Insolvency / Liquidation
  • Statutory registration (including sales tax, services tax, CIDB, EPF & SOCSO)

Corporate Advisory/ BPO

  • IPO advisory
  • Merger & acquisition
  • Financial analysis / health check
  • Business and share valuation
  • Accounting and bookkeeping services
  • Payroll services

Information and Communication Technology

  • Turnkey ICT Project Management and Consultancy
  • Electronic and Self Service Platform Solutions and Consultancy
  • ICT Operation Compliance Audit and Consultancy
  • Enterprise Computing Solutions and Consultancy
  • SME Business Operations and Automation  Solutions and Consultancy

Partners

Meet the partners at Siew Boon Yeong & Associates here

Company background

Established since 1988, Siew Boon Yeong & Associates believe in providing distinguished quality service to their clients on a timely and accurate basis. They emphasize the importance of interactive communication with their clients to encourage a better understanding and knowledge of their businesses so that they may provide a total business solution.

 

The company page on the INAA website is here

 

2017 April 10 - 14: Anton Chetcuti-Ganado and Associates, Valletta, Malta

Expertises

Based on extensive experience in company formation, while maintaining the personalised service of a boutique practice, the accounting and auditing practice Anton Chetcuti-Ganado & Associates in #Malta can assist you in setting up a Malta company and in establishing the most tax-efficient structures tailor made to suit your particular needs. We are able to offer quick and cost effective company formation services to various entities and individuals at very high quality levels.

The accounting and auditing practice, Anton Chetcuti-Ganado & Associates is specialised in Maritime and Shipping. They can assist you with registering your vessel provided that all documentation is in order and that it is wholly owned by legally constituted corporate bodies or entities irrespective of nationality or by EU citizens. They can also assist you in setting up a Malta company within a very short period of time.

 

 The company page on the INAA website is here

The website of the company is here

2017 April 3 - 7: Joint Stock ACTIV, Moscow, Russia

Partner

Anatoliy Babchencko is the managing partner at Joint Stock AKTIV

Company Background

Founded in 1992 Company AKTIV is among 100 largest auditing firms of Russia.

AKTIV has three partners and a staff of 40 providing a wide range of professional services.

The services include audit, accountancy, taxation, business valuations, labour law of manufacturing enterprises, financial companies, commerce and construction companies, funds and banks.

AKTIV is accredited by the Association of Certified Chartered Accountants and the Central Bank of Russia for training in International Financial Reporting Standards.

Our top specialists are authors of real-life books on accounting and taxation, as well as of a monthly magazine “Infocompass”.

AKTIV is a co-founder of the Audit Chamber of Russia - the largest association of audit firms throughout Russia. 

The company page on the INAA website is here

The website of Joint Stock ACTIV is here

 

 

2017 March 27 - 31: SGK Auditnet, Koenigstein, Kaufbeuren and Munich, Germany

SGK Auditnet is composed with 3 member firms:

As of today more than 60 employees at 4 locations in Germany serve the clients covering audit, tax, consulting and corporate finance.

The SGK experts work together on projects on a multi-disciplinary basis.

Partners

Florian Klenke graduated in the year 2007 from Katholische Universität Eichstätt-Ingolstadt (WFI) of Ingolstadt in Economics. After his graduation, Florian started his career at Deloitte & Touche GmbH Wirtschaftsprüfungsgesellschaft, a big4 CPA firm in Munich (Germany). After that experience he started to work in his father's firm in Koenigstein (near Frankfurt) - which has taken over in the meanwhile - and joined SGK Auditnet GmbH in 2014. Florian has been appointed as a certified tax accounted under German Law in 2011 and as a certified auditor under German Law in 2013. Florian advises clients, corporations and individuals, both German and foreign, on corporate and income tax, trade taxes and payroll issues. He also assists his clients on tax planning, start-up, business strategy, reorganization and business development, and reporting, and business plans. With regards to the audit Business, Florian is specialied in the audit of single and Group financial Statements of small and medium sized enities

Christian Selter studied business administration in Munich and began his career at a prestigious law firm in Munich from 1974 to 1985. After qualifying as a tax adviser in 1982 and as a chartered accountant in 1989 Christian built up SGK Kaufbeuren with his collegue Günther. He also specialised in VAT and corporate taxes, income taxes and strategic succession planning.

Benjamin Schimmel graduated in the year 2004 from Ludwig-Maximilians-Universtät (LMU) of Munich in Economics. After his graduation, Benjamin started his career at Deloitte & Touche GmbH Wirtschaftsprüfungsgesellschaft, a big4 CPA firm in Munich (Germany). After that experience he started to work in his parents' firm in Munich in 2012, which has taken over in the meanwhile. Benjamin joined SGK Auditnet GmbH in 2014. Benjamin has been appointed as a certified tax accounted under German Law in 2009 and as a certified auditor under German Law in 2011. Benjamin advises clients, corporations and individuals, both German and foreign, on corporate and income tax, trade taxes and payroll issues. He also assists his clients on tax planning, start-up, business strategy, reorganization and business development, and reporting, and business plans. With regards to the audit Business, Benjamin is specialied International Financial Reporting Standards (IFRS).

Company background

SGK Auditnet was founded in 2002 operating the audit business area of three well-established tax consulting companies

•       SGK Wolfgang Klenke, WP, StB (Koenigstein near Frankfurt)                    

•       SGK Künzel Schmidt & Partner Steuerberatungsgesellschaft (Heidenau near Dresden)

•       SGK Selter & Gröpper Partnerschaftsgesellschaft Steuerberatungsgesellschaft (Kaufbeuren)                                                

 In 2014 und 2015 some major changes occurred with regards to the business organization:

in connection with the formation of a branch in Munich, a cooperation with

•       Kanzlei Schimmel Steuerbevollmächtigte (Munich)

was established and

•       SGK Künzel Schmidt & Partner Steuerberatungsgesellschaft (Heidenau near Dresden)

left the company.

 As of today more than 60 employees at 4 locations in Germany serve our clients covering audit, tax, consulting and corporate finance. To provide value adding services to our clients. Our experts work together on projects on a multi-disciplinary basis.

The company page on the INAA website is here

The website of SGK Auditnet is here

 

 

2017 March 20-24: Baudo & Partners, Milan, Italy

Services

At Baudo & Partners, we believe in the undisputed potential of our clients.

This is why we set out to provide a service that is efficient, global and of high quality, honed over years of sound professional practice in the fields of corporate and fiscal consulting.

An analysis of a client’s incidental and specific needs lies at the base of our professional philosophy.

Our aim is to find the best adapted solutions and to guarantee the consolidation and development of the resources of whoever decides to turn to our expertise.  

Our working methods and procedures are based on international consulting, tax advisory and auditing standards.

The firm offers its clients, mainly made up of Italian companies and Italian subsidiaries of foreign multinationals, a wide range of professional services such as managerial, tax, corporate and legal assistance.

 

TAX CONSULTANCY

Tax advice, dispensed by qualified tax consultants in the field of direct national and international taxes, primarily concerns:

• direct taxes

• indirect taxes

• tax audit (tax due-diligence);

• national and international tax planning.

DIRECT TAXES

The accounting firm has extensive knowledge of all aspects of the direct taxation of joint-stock companies, partnerships and other forms of incorporation. It can provide services in relation to 

• advice on the interpretation and application of tax legislation, both before financial statements are prepared and during the financial year;

• assistance in preparing and compiling tax declarations; 

• representation of taxpayers before the Tax Authorities;

• assistance during checks by Tax Authorities;

• representation of taxpayers at each stage of tax disputes; 

INDIRECT TAXES

The firm has acquired significant experience in every field of indirect taxation. In particular, it is able to provide a full range of services in matters relating to:

• advice on  accounting obligations and other formalities;

• advice on the interpretation and application of VAT legislation; 

• representation of taxpayers when checks are carried out on VAT declarations and assistance during requests for refunds of VAT; 

• assistance during checks by the Tax Authorities;

• representation of taxpayers at each stage of tax disputes;

• advice on legislative and regulatory obligations relating to Community VAT; 

• representation on behalf of the taxpayer at every stage of tax disputes. 

TAX AUDIT

In order to ensure compliance with tax legislation, Baudo & Partners can carry out a regular and systematic audit of the accounting systems in order to guarantee the correct fulfilment of all tax obligations.

Therefore, the experts at Baudo & Partners can:

• identify and quantify potential areas of tax risk;

• recognise and, if possible, rectify accounting omissions and errors; 

• highlight incorrect interpretations and applications of the law; 

• point out modifications to administrative procedures that might prove necessary following changes in legislation.

 

CORPORATE CONSULTING

Acutely aware of the current needs of business, which now takes place in a competitive environment that is ever more refined which no longer allows entrepreneurs to manage using traditional methods, but which requires ever more sophisticated tools for analysing, laying down and monitoring objectives, the firm offers its own expertise in the field of managerial assistance to entrepreneurs and managers of companies. This type of professional intervention, increasingly in demand nowadays, consists of providing support to those charged with taking business decisions, not only in day-to-day management but also at particularly crucial and delicate moments.

MERGERS AND ACQUISITIONS AND FINANCIAL ANALYSIS IN GENERAL (M&A)

The services in this area draw on the experience acquired in the management of extraordinary financial operations. 

The services offered concern:

• analysis of balance sheet and profit and loss account (drafting of monthly and quarterly reports);  

• assistance when drafting descriptive profiles of companies and during sale/purchase operations:

 

• company valuation;

• restructuring of companies with a view to a new shareholding structure; 

 

SEARCH FOR PARTNERS BOTH INDUSTRIAL AND FINANCIAL FOR CORPORATE DEVELOPMENT (JOINT VENTURES)

Thanks to the experience gleaned by our partners in the field of M&A, the professionals at Baudo & Partners are able to use the same instruments used during acquisitions and sales to help a company find the right partner with which to grow. The interventions in this respect envisage:

• the preparation of ad hoc company profiles for presenting the company to the market;

• the search for potential partners based on a company’s needs; 

• the selection of the legal form of a partnership;

• negotiation with potential partners.

REORGANISATION OF FINANCING STRUCTURE

The services offered by Baudo & Partners enable the resolution of problems relating to the financing of small- and medium-sized companies, focussing in particular on the choice of alternative financial cover, assistance in obtaining financing facilities and in relationships with banks and credit institutions. 

In particular:

• preliminary assessments of a company’s characteristics when seeking financing; 

• search for the most suitable form of financing with particular regard to national incentives and facilities and the EU; 

• assistance in drafting documents when requesting national and Community financing facilities;

• negotiation with Mediocredito banks and institutions regarding the types and conditions of financing;

SETTING CORPORATE GOALS AND MONITORING THEIR ATTAINMENT 

The services provided concern:

• preparation of a business plan – in order to lay down the company’s strategic and tactical goals, assignment of plans to functional bodies and assistance in their implementation;

• preparation of a marketing plan for attaining the company’s ‘mission, even through the use of the instrument of e-commerce; 

• analysis and development of planning and control plans (budget, reporting); planning and preparation of final cash statements (management control area); systems for programming production, materials management etc. (logistics area);

• company check-up and restructuring plans: creation of a company profile so as to identify the main areas requiring intervention and in respect of which 360-degree plans on the company’s structure and operational mechanisms should be prepared, for the purpose of organisational restructuring;

• organisational redesign through an analysis of activities and the rational redistribution of tasks to the various corporate functions;

• general assistance to General Management;

            

Partners

 

First partner at the firm Bizzozero where Frederico Baudo developed his activities specialising in particular in the establishment and organisation of investments by foreign entrepreneurs in Italy and the liquidation abroad of subsidiaries of Italian companies. From 1980 onwards he worked as a chartered accountant in his own right and thereafter at the associated accounting firm Baudo & Partners.

A member of the international organisation INAA Group since 1996 and a member of its Board of Directors between 2004 and 2006. Founder in 2005 of the Resolve Group, an Italian network of accounting firms. Member of the board of statutory auditors of companies belonging to leading multinational groups.

Specialising in: company law, reorganisation of companies and groups, tax litigation, national and international taxation and corporate consultancy. 

 

Following the experience acquired in the United States, Andrea Baudo specialised in the provision of administrative-management and tax consultancy services to Italian and foreign companies specialising in consultancy services relating to the preparation of annual and interim financial statements, intercompany reporting, financial management and tax planning.

He assists clients when drafting business plans, joint ventures, acquisitions and sales of companies and branches of businesses. He is a member of the statutory board of auditors of companies operating in national and international markets in the finance and industrial sectors.

Specialising in: company and tax law, administration and control, ordinary and extraordinary corporate consultancy.

Antonella Baudo provides consultancy services in relation to administration and accounting, management and tax affairs to Italian and foreign companies.     

She assists clients in the preparation of their annual and interim financial statements and when drafting monthly and quarterly reports, drafting periodic and annual tax declarations and in the day-to-day management of accounting and tax problems, especially at the stage of litigation.

She also specialises in the management and protection of personal assets and holds posts as a member of the board of statutory auditors of industrial companies operating in national and international markets. 

Specialising in: company law, tax law, litigation and company valuations.

Office

The office, in the heart of the city, has unbeatable facilities

Milan office - Via Vincenzo Monti, 8, 20123 Milano, Italy

 

Company background

The accounting firm Baudo & Partners was set up in Milan as the result of the collaboration between professional accountants, who have acquired wide and specific experience in business administration and in tax affairs, at both national and international level, thanks to the firm’s membership of the INAA Group 

The firm began operating professionally in 1969 as Studio Federico Baudo but was expanded and consolidated in 2000 after joining its forces with other professionals.  

Currently, the firm is made up of 5 professional accountants, each with different types of professional experience. The firm’s structure is based on collaboration between 3 senior accountants, 3 junior accountants, 4 assistants, 5 accounting employees and 3 secretaries.

See our company page on the INAA website here

Our website is still under construction but will be very soon available at here

 


 

2017 March 13-17 - Turner Stone and Company LLP, Dallas, Texas

Services

Turner Stone & Company LLP provide a full range of services click here

The company provide audit and review attest services to both private and public companies. Currently, the firm has developed two niches in its auditing services department - auditing smaller public or listed companies and auditing U.S. subsidiaries of foreign listed companies.

The company provide both federal and state tax return preparation, consulting, and planning.On the tax and consulting side a niche is assisting companies wanting to do business in the USA to get established.  Although there are federal tax laws that must be complied with, every state also has their own tax laws and so the decision of what state to locate your business can be affected by how a state’s tax laws might impact a company which in turns depends on many factors including the nature of that company, its organizational structure, the product(s) it sales and its distribution channels.

 

Partners

Todd Estes received his degree from the University of Texas at Dallas in 1995.

He holds Texas CPA certificate number 75251.

Todd lives in Rockwall with his wife Sandy and they have two children, Tyler and Madelyn.

His outside interests include charitable activities and golf.Todd is a member of the Rotary Club of Dallas, the Texas Society of Certified Public Accountants and its Dallas Chapter, and a member of the American Institute of Certified Public Accountants.

In addition, he is Chairman of the Dream Team mentoring program at Woodrow Wilson High School and a Board of Director’s member and Treasurer of a youth not-for-profit, the Dallas All Sports Association.
John L. Stone received his degree from the University of North Texas (formerly North Texas State University) in 1985.

He holds Texas CPA certificate number 47493.

John lives in Plano with his wife Alice and they have three children and two grandchildren.

His interests include outdoor activities and volunteering for various charities. 

John started with Turner & Company, P.C., as a staff accountant in December 1984.

He is a member of Texas Society of Certified Public Accountants and of the American Institute of Certified Public Accountants.

Ed Turner is a Partner at Turner Stone & Company, LLP.

"Our firm has been an INAA member for nine years.

During most of that time I served as Chairman of the Quality Control Committee,

stepping down just recently to serve as Vice Chairman to INAA’s board.

Previously I had also served four years on the INAA board.”

Read his full profile here

 

Company Background

 

The firm originally began on January 5, 1984, when Edward L. Turner formed the accounting practice of Edward L. Turner, CPA. On September 15, 1985, the firm was incorporated as Edward L. Turner, P.C., A Professional Corporation, and on February 21, 1991 the name of the firm was changed to Turner & Company, P.C.

Turner, Stone & Company, L.L.P. began on August 1, 1995, when Edward L. Turner and the accounting practice of Turner & Company, P.C. joined together with John L. Stone in partnership to practice public accounting.

Since inception, the firm has grown to its present size, as of 5 partners, 20 staff accountants and 2 administrative persons. We serve clients throughout most of the USA and in several foreign countries.

Our firm has been an INAA member for 9 years.

 

See our company page on the INAA website here

 

Our website is here

 

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