Accounting and Auditing Services

- Audits, reviews, and compilations

- Monthly/quarterly accounting and bookkeeping

- Budgets and cash flow analysis 

- Management letters

- Internal control studies and evaluations

- Special investigations

Tax Planning and Consulting

- Tax return preparation and planning

- Tax controversy representation

- Estate and gift tax planning

- International taxation

- Sales tax planning

- Analysis of proposed acquisitions, mergers, and reorganizations

- Assistance in establishment of employee benefit plans 

Management Consulting

- Projections and forecasts

- Business planning and valuations

- Succession planning

- Merger, acquisition, and liquidation studies

- Equipment evaluations

- Financial feasibility studies

- Litigation support

- Management information systems

- Organizational structure evaluation

- Job descriptions and classifications

- Executive and middle management recruiting

- Compensation plans

- Personnel evaluation and analysis

- Cost systems and controls

- Computer/information systems consulting

Financial Planning and Investments

- Comprehensive financial planning

- Investment management

- Cash flow planning

- Education funding

- Estate planning

- Retirement planning

- Insurance analysis

- Tax planning

- Employee benefit design

 

 

 

 

 

 

 

 
 

Reliability... for over 50 years.

 

We serve a wide variety of
clients and industries, with
our primary emphasis

on closely held businesses.

  Philip Vogel & Co. PC
12400 Coit Road, Suite 1000
Dallas, Texas 75251-2005
214.346.5800 Fax: 214.346.5899

firm@philipvogel.com