Hours of Operation:
  • Monday - Friday: 9:00am - 5:00pm
Contact Information:
Nearby Shopping:
Address:
  • 25302 FM 2978 Road
  • Tomball,   TX   77375
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Tax, Accounting, Business Consulting, and Bookeeping by Dawn Milne CPA LLC

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About Us

Dawn Milne CPA LLC

Dawn Milne CPA LLC provides accounting services to businesses and individuals in the Spring, Magnolia, Conroe and The Woodlands area. We specializes in providing services to businesses that may not need full time staff, but need the expertise to effectively run and grow their business.

It is our goal to provide valuable knowledge and service in a timely and ethical manner. We will advise in all aspects of a business’s needs by offering solutions and guidance to achieve financial goals.

Why Choose Dawn Milne CPA LLC

Choosing Dawn Milne CPA LLC to become part of your team allows you to draw on nearly 20 years of experience in the fields of:

• Income Tax
Accounting
• Audit Representation and Support
• Payroll
Bookkeeping
Tax Preparation
Consulting Services

Dawn Milne CPA LLC values the relationships we have built with our clients, which is our primary goal and objective.  We are focused on understanding your needs and offering solutions to the problems and challenges you face.

Tax Services

At Dawn Milne CPA LLC we know that proactive and aggressive tax planning is critical to minimizing your tax liabilities. When you work with us we make tax planning part of your individual and business strategy and not just something we do at year-end. You can be sure that our firm is on top of the current new developments in the tax laws to decrease both your current and future tax liabilities.

We offer practical, proactive and innovative solutions to tax planning that put your business or personal needs first. Our firm provides our individual and business clients with the taxation expertise and knowledge that they deserve year round.

We provide the following services:

• All Tax Services — corporate, partnership, multi-state, individual tax preparation
• Alternative minimum tax planning
• International tax
• Tax consulting and tax opinions
• IRS problem resolution
• Retirement planning and succession planning
• Payroll tax
• Tax alternatives and ways to reduce your taxes
• Tax planning
• Income Tax Planning and Preparation

Assisting individuals, partnerships, corporations, trusts and estates with these tax-related services:

• Preparation of income tax returns
• Preparation of inheritance tax returns
• End-of-year tax planning
• Tax projections
• Assistance with IRS audits
• Strategic Tax Consulting

Bookkeeping Services Include:

We have the flexibility to match our skills with your needs when and where you may need them. Below are just a few examples of what we can do for you:

• Account Reconciliations
• Account Receivables
• Account Payables
• Payroll
• Accounting Services
• Financial Statements in accordance with Generally Accepted Accounting Principles (GAAP)
• Revenue and expenses recognition
• Monthly closing process
• Accurate monthly financial statements

Financial statements conforming to Generally Accepted Accounting Principles (GAAP) is a necessity and is important for companies with bank loans and line-of-credits, venture capital or other external sources of funding, and for companies anticipating a sale or merger within the next few years.

• Accounts receivable management
• Establish best practices
• Get paid faster
• Less bad debt

We measure current collections performance, identify deficiencies hurting cash flow and increasing bad debt and then implement proven best practices throughout the A/R management process.

Custom reporting

Know your key metrics

Balanced Scorecards and Dashboards

Better business decisions

Enhanced reporting tracks additional performance metrics. We are experienced at developing Balanced Scorecards and other dashboard-type reports that provide clients with Key Point Indicators that provide further insight into the performance of their business that goes beyond basic financial statement reporting.

Reviews, Compilations and Financial Statements Prepared for Management Only

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Compilation – Lowest Level of Assurance
In compiling financial statements for a client, we read the financial statements for material misstatements that are evident as a result of our knowledge of your business and the industry in which you operate.

Review – Limited Assurance
Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company’s management team. If the financial statements or supporting information appear inconsistent or otherwise questionable, we may need to perform additional procedures. Reviewed financial statements include certain footnotes and other disclosures about your Company’s financial statements to help the reader better understand them.

Financial Statements Prepared for management purposes only, not for distribution or consideration for credit purposes
The information contained in these management reports may or may not contain all the normal accruals and adjustments that are necessary for the “standards of reporting” mandated by the compilation, review and audit procedures. Invariably, they do not include disclosures and footnotes, primarily because such disclosures serve no useful purpose in the circumstances for the client. The report may or may not contain a formal statement of changes, although the CPA will discuss at length, with the client, the usual question, “If I made a profit, where is it?”

IRS Representation

Entity Selection and Restructuring

Cash Flow and Budgeting Analysis

Financial Projections and Forecasts

Financial planning is enabled by creating pro forma income statements and balance sheets. Since different income statement and balance sheet items grow at different rates we view the variables such as future debt financing, equity issues or dividend payout rates which allow us to analyze the best course of action.

Management Advisory Services

From start-ups to midsized companies, Dawn Milne CPA has experience working with clients in a broad cross section of industries, with services ranging from basic bookkeeping to budgeting, system implementation and income tax processing. We are able to draw on our extensive experience to consult with businesses and individuals to help design, implement and improve their financial operations. Our goal is to make sure clients’ financial operations are an asset supporting their growth and success.
Dawn Milne CPA LLC

Dawn Milne CPA LLC provides accounting services to businesses and individuals in the Spring, Magnolia, Conroe and The Woodlands area. We specializes in providing services to businesses that may not need full time staff, but need the expertise to effectively run and grow their business.

It is our goal to provide valuable knowledge and service in a timely and ethical manner. We will advise in all aspects of a business’s needs by offering solutions and guidance to achieve financial goals.

Why Choose Dawn Milne CPA LLC

Choosing Dawn Milne CPA LLC to become part of your team allows you to draw on nearly 20 years of experience in the fields of:

• Income Tax
Accounting
• Audit Representation and Support
• Payroll
Bookkeeping
Tax Preparation
Consulting Services

Dawn Milne CPA LLC values the relationships we have built with our clients, which is our primary goal and objective.  We are focused on understanding your needs and offering solutions to the problems and challenges you face.

Tax Services

At Dawn Milne CPA LLC we know that proactive and aggressive tax planning is critical to minimizing your tax liabilities. When you work with us we make tax planning part of your individual and business strategy and not just something we do at year-end. You can be sure that our firm is on top of the current new developments in the tax laws to decrease both your current and future tax liabilities.

We offer practical, proactive and innovative solutions to tax planning that put your business or personal needs first. Our firm provides our individual and business clients with the taxation expertise and knowledge that they deserve year round.

We provide the following services:

• All Tax Services — corporate, partnership, multi-state, individual tax preparation
• Alternative minimum tax planning
• International tax
• Tax consulting and tax opinions
• IRS problem resolution
• Retirement planning and succession planning
• Payroll tax
• Tax alternatives and ways to reduce your taxes
• Tax planning
• Income Tax Planning and Preparation

Assisting individuals, partnerships, corporations, trusts and estates with these tax-related services:

• Preparation of income tax returns
• Preparation of inheritance tax returns
• End-of-year tax planning
• Tax projections
• Assistance with IRS audits
• Strategic Tax Consulting

Bookkeeping Services Include:

We have the flexibility to match our skills with your needs when and where you may need them. Below are just a few examples of what we can do for you:

• Account Reconciliations
• Account Receivables
• Account Payables
• Payroll
• Accounting Services
• Financial Statements in accordance with Generally Accepted Accounting Principles (GAAP)
• Revenue and expenses recognition
• Monthly closing process
• Accurate monthly financial statements

Financial statements conforming to Generally Accepted Accounting Principles (GAAP) is a necessity and is important for companies with bank loans and line-of-credits, venture capital or other external sources of funding, and for companies anticipating a sale or merger within the next few years.

• Accounts receivable management
• Establish best practices
• Get paid faster
• Less bad debt

We measure current collections performance, identify deficiencies hurting cash flow and increasing bad debt and then implement proven best practices throughout the A/R management process.

Custom reporting

Know your key metrics

Balanced Scorecards and Dashboards

Better business decisions

Enhanced reporting tracks additional performance metrics. We are experienced at developing Balanced Scorecards and other dashboard-type reports that provide clients with Key Point Indicators that provide further insight into the performance of their business that goes beyond basic financial statement reporting.

Reviews, Compilations and Financial Statements Prepared for Management Only

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Compilation – Lowest Level of Assurance
In compiling financial statements for a client, we read the financial statements for material misstatements that are evident as a result of our knowledge of your business and the industry in which you operate.

Review – Limited Assurance
Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company’s management team. If the financial statements or supporting information appear inconsistent or otherwise questionable, we may need to perform additional procedures. Reviewed financial statements include certain footnotes and other disclosures about your Company’s financial statements to help the reader better understand them.

Financial Statements Prepared for management purposes only, not for distribution or consideration for credit purposes
The information contained in these management reports may or may not contain all the normal accruals and adjustments that are necessary for the “standards of reporting” mandated by the compilation, review and audit procedures. Invariably, they do not include disclosures and footnotes, primarily because such disclosures serve no useful purpose in the circumstances for the client. The report may or may not contain a formal statement of changes, although the CPA will discuss at length, with the client, the usual question, “If I made a profit, where is it?”

IRS Representation

Entity Selection and Restructuring

Cash Flow and Budgeting Analysis

Financial Projections and Forecasts

Financial planning is enabled by creating pro forma income statements and balance sheets. Since different income statement and balance sheet items grow at different rates we view the variables such as future debt financing, equity issues or dividend payout rates which allow us to analyze the best course of action.

Management Advisory Services

From start-ups to midsized companies, Dawn Milne CPA has experience working with clients in a broad cross section of industries, with services ranging from basic bookkeeping to budgeting, system implementation and income tax processing. We are able to draw on our extensive experience to consult with businesses and individuals to help design, implement and improve their financial operations. Our goal is to make sure clients’ financial operations are an asset supporting their growth and success.
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