Services Offered

Tax Planning and Compliance

Our primary objective is to minimize the overall tax burden of our clients. We stay informed of the constant and complex changes of federal, state and local laws to provide our clients the opportunity to make the most of their earnings.

Estate and Gift Tax Planning

Successful transfers of wealth to future generations involve strategic planning in order to effectively apply the estate and gift tax laws and regulations to provide the maximum benefit to all family members.

Our firm is one of the most experienced firms in the central San Joaquin valley in dealing with estate and gift tax matters. Over the years, we have developed excellent working relationships with many outstanding estate and gift tax attorneys.

Our services include:

  • Individual Income Tax Planning and Compliance
  • Corporate Income Tax Planning and Compliance
  • Partnership Income Tax Planning and Compliance
  • Fiduciary Income Tax Planning and Compliance
  • Estate and Gift Tax Planning and Compliance
  • Sales and Use Tax Planning and Compliance
  • Property Tax Planning and Compliance
  • Representation before the IRS, and other federal and state agencies
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    Business Consulting (including New Entity Planning)

    Effective business decision making is critical to the success of any business. From choosing the type of entity in a new venture, to decisions regarding a company's growth, to negotiating an appropriate sales price for a mature business, our firm has the experience and knowledge to effectively assist you in making your critical business decisions.

    Audited, Reviewed, and Compiled Financial Statements

    Whether they are required by banks for financing arrangements, or for your use in making business decisions, our firm can prepare financial statements for all levels of attestation (i.e., audited, reviewed, and compiled). We can help you decide which level of service is right for you, and whether you need monthly, quarterly, or annual financial statements.

    Our objective is to provide our clients with the information they need to effectively manage their financial matters.

    Accounting Systems and Computerization

    Our clients' accounting and computer systems are tremendously diverse. We help many of our clients select the proper accounting system and computer software for their business needs. While we are not experts in various accounting software programs, we do have the experience necessary in matching the right programs with our clients' needs. Some of the accounting software programs with which we work include, QuickBooks, Peachtree and Creative Solutions.

    Our objective is to assist our clients in selecting and maintaining an efficient and effective accounting and computer system that will provide them with accurate and useful information.

    Litigation Support

    Vollmer, Daniel, Gaebe and Grove is recognized as one of the leading accounting firms in the central San Joaquin valley in providing litigation support services, and has extensive experience in serving plaintiffs, petitioners, defendants, and respondents.

    Our firm includes a partner who has attained the professional designations of Accredited in Business Valuations (ABV) and Certified in Financial Forensics (CFF) from the American Institute of Certified Public Accountants and Certified Valuation Analyst (CVA) issued by the National Association of Certified Valuation Analysts (NACVA), located in Salt Lake City, Utah. NACVA is one of the leading professional associations in the nation that support practitioners in business valuation and litigation support.

    Our services include all accounting related areas of litigation support, including business valuations, family law matters, economic damages, and personal injury matters.

    Computerized Bookkeeping and Payroll

    Many of our clients choose not to do their own bookkeeping or payroll. Our staff includes bookkeepers with many years of experience in assisting clients organize and record their transactions. We also assist clients with the complex payroll requirements, and sometimes even calculate the recurring payroll amounts that are paid to their employees.

    Personal Financial Affairs

    Many of our clients cannot or chose not to manage their personal financial affairs. Whether it is the paying of monthly bills, or the filing of medical insurance claims, we provide the quality professional services that our clients deserve.