Creating VALUE through SOLUTIONS and RELATIONSHIPS

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1 WHIPPLEWOOD CPAs Creating VALUE through SOLUTIONS and RELATIONSHIPS Certified Public Accountants

2 About Us Our professional staff members come from a variety of backgrounds, including national and local accounting firms, banking, and the oil and gas industry. We believe this diversity gives a broad and well-rounded perspective to our work and client relations. In addition, our staff members are highly qualified. A number hold advanced degrees from nationally renowned institutions. We are experienced in handling complex tax matters and strategic tax planning. WhippleWood CPAs routinely establishes relationships with advisors from other professions, including legal, banking, financial planning, investing and insurance services. These relationships foster a team approach to meeting our clients needs. We take great pride in providing efficient and effective personalized service to each of our clients. We are committed to serving you in the development and achievement of your personal goals.

3 We Are Redefining the CPA Experience WhippleWood CPAs redefines the CPA experience through our dynamic, exciting and fun approach to building relationships with clients and community partners. For more than 30 years, our clients who represent organizations in the oil & gas industry, real estate profession, not-for-profit sector and more have trusted us to provide comprehensive accounting, tax and business consulting services. But don t take our word for it let the experts speak! ColoradoBiz magazine has consistently ranked WhippleWood CPAs one of the top accounting firms in Colorado and among the top 250 companies of any type in the state. CEO Richard J. Whipple and Principal Mona L. Feeley have been recognized five times and four times, respectively, as recipients of the Five Star: Best in Client Satisfaction Wealth Managers award. Our firm builds long-lasting relationships with clients by providing expert, comprehensive business consulting services tailored to your industry.

4 Our Services TAX SERVICES We take a proactive approach to tax services. By keeping current on new tax laws and regulations, we position ourselves to identify key tax planning opportunities that minimize present and future tax liabilities. Tax services offered include but are not limited to: Estate, trust and gift preparation Like-kind property exchanges Tax compliance and filing requirements for all tax entities Estate planning Business entity selection Cost segregation service IRS representation State and local sales and use tax services International tax services We have experience with the nuances of international tax laws, regardless of whether you qualify for the inbound or outbound tax regime. Strategic tax planning to mitigate the rising costs of internationally mobile employees has become a crucial component of conducting business abroad. Avoid future problems by consulting with us before you make the leap into international business. ACCOUNTING SERVICES We are committed to providing financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations will run more efficiently and effectively on a daily basis. We provide a full range of cost-effective accounting services, including but not limited to: General ledger and financial statement preparation and review Bookkeeping monthly, quarterly, annually Accounting system setup for new businesses QuickBooks professional advisors Cash flow and budgeting analysis CONSULTING SERVICES Before you buy or sell a business or develop a strategic plan, talk to us. Anything not in the normal course of business may have adverse tax consequences that can be avoided. Our professionals can help you with: Internal controls Buy/sell agreements Business valuations Succession planning Financial and retirement decisions Fraud protection CFO service Litigation support Accounting software selection and implementation

5 EMPLOYEE BENEFIT PLAN AUDITS We add value to your employee benefit plan and help you meet regulatory requirements with our quality auditing and consulting services. Our clients receive solid, innovative solutions based on their particular facts and circumstances. We work with a variety of plan administrators, actuaries, attorneys and investment consultants by incorporating our industry knowledge and experience into meeting our clients needs. Our professionals can help you with: Pension and 401K plans subject to the Employee Retirement Income Security Act (ERISA)under the regulatory authority of the U.S. Department of Labor (DOL); audited pursuant to Generally Accepted Auditing Standards ) Review and meet Form 5500 requirements Unusual plan transactions Plan design changes Provider searches Compliance with ERISA Responses to IRS/DOL inquiries or audit issues ASSURANCE SERVICES Our approach is efficient and to the point, without sacrificing quality. The key to an efficient engagement is careful planning, communication and coordination. We identify key success factors, address any issues and allocate resources accordingly. Another important aspect of our client services is that we respond to questions in a timely and efficient manner. We remain in contact with you throughout the year, not just at the time of the engagement. We understand that the challenges facing organizations can be complex and may require knowledge of or access to different disciplines. We will provide you with access to other professionals within our firm, or within our network of professionals, who can best address your specific needs. We have the resources you need now and in the future. WhippleWood s Assurance Services include: Financial statement compilations, reviews and audits Private placements Merger and acquisition services Benefit plan audits and advisory services Agreed-upon procedures reports Securities and Exchange advisory services Other attest engagements WhippleWood also offers outsourced accounting services.

6 Industry Specialties All our clients operate in unique environments, and each brings its own set of challenges and opportunities. With more than a century of combined experience, our professional staff members possess the expertise necessary to help companies thrive in a broad range of industries. OIL & GAS WhippleWood CPAs provides expertise in the complex components of the oil and gas business. We assist clients with identifying tax advantages, external reporting, investment needs and internal controls. NOT-FOR-PROFIT ORGANIZATIONS Our team helps nonprofit organizations manage, grow and maintain peak performance to achieve their goals of social service, cultural advancement and maximum outreach. McDONALD S FRANCHISES WhippleWood CPAs has helped many McDonald s franchisees achieve success through our understanding of the complex tax issues of this line of business. HEALTH CARE Health care professionals often face unique challenges. Whether you are a small start-up operation or a large established group, we apply our experience and resources to provide service-centered solutions customized to meet your goals. DISTRIBUTION The distribution industry is the backbone of the nation s economy and an important factor in all major sectors of the U.S. economy, from basic commodities to advanced components. INDEPENDENT AUTO DEALERS WhippleWood CPAs has provided professional services to auto dealerships for more than 10 years. We have the experience necessary to help these businesses with their accounting, tax and financial management needs. REAL ESTATE The volatility in the real estate industry highlights the importance of managing cash flow, developing innovative tax strategies, and evaluating potential acquisitions and dispositions. Our professionals have the expertise to successfully resolve these issues. HOSPITALITY In today s competitive consumer marketplace, restaurants, hotels and similar leisure-oriented companies are under constant pressure to improve profitability, increase sales, control costs and achieve greater operational and technological efficiency. CONSTRUCTION Construction projects are driven by the details whether you are a general contractor, subcontractor, architectural firm, developer or engineering firm. Managing the risks and complexity in this industry is a daily challenge, and one that WhippleWood CPAs is well qualified to address.

7 Business Relationships WhippleWood CPAs is revolutionizing communities by connecting thousands of business professionals and forming local business referral networks. Giving Back to the Community Our firm supports and encourages volunteerism and community engagement members of the WhippleWood CPAs team regularly spend time volunteering and giving back to their communities, often becoming integral to the success of these organizations in the process. We are lucky to have many like-minded clients who share our passion for and belief in helping others.

8 WHIPPLEWOOD CPAs Shaffer Drive, Building B Littleton, CO