Income Taxation Services

This is our area of emphasis and focus. Our firm has many decades of combined tax experience to draw from. We help businesses and individuals plan to minimize their income tax in our expertly prepared income tax returns.

At Pybrum & Company our associates are specially trained in counseling techniques to better help and service you. We can help your firm address challenges through a distinctive combination of tax planning, compliance, industry, and regulatory experience.

Our team of associates will help you select goals and objectives that will assure your business and /or individual targets.

We believe thru proper planning that our clients can maximize their profits and increase their net worth. Proper planning and is the key to your financial success.

Estate Planning Services

Our staff at Pybrum & Company, uses sophisticated tax planning techniques and software to help establish your estate plan. We do this so that you and your loved ones can feel comfortable and secure that your assets will be taken care of in the way you deem best.

The most important part of Estate Planning is to make a plan. Many large business owners put the matter off until it’s too late. We encourage you from the beginning to have a safe and secure plan. We further encourage you to use to the fullest extent, the benefits and magic of Family Living Trusts to protect your assets for generations to come.

Succession planning is a rather new specialty of accounting and law firms. It is a process for identifying and developing internal people with the potential to fill key business leadership positions in the company. Succession planning increases the availability of experienced and capable employees that are prepared to assume these roles as they become available. Research indicates that clear objectives are critical to establishing effective succession planning. We can help you identify and establish these objectives.

We work closely and efficiently with other estate planning professionals, including trust officers, lawyers, portfolio managers, financial planners and life insurance agents, in all areas of our estate planning practice.

Litigation Support

If you have a matter that is headed for litigation, you want to have a clear thinking ally on your side. Steve Pybrum has represented, assisted, and testified on behalf of clients in State and Federal Courts. His hard work ad dedication to preparing your case is unmatched in the marketplace. You will learn the meaning of a dedicated professional team player when you hire Steve Pybrum to testify on your behalf in court.

As an expert in the financial area, Steve Pybrum can be of great assistance to your litigation efforts. Lawyers and law firms are trained in the Legal discipline. The Accounting discipline is different. Thus the client receives the advantage of two professionals looking onto the case from different angles and vantage points.

As a Certified Public Accountant with significant litigation experience, Steve Pybrum's background and years of experience bring a different way of looking at the same problem. He brings the art, science and discipline of accounting to the litigation effort. This experience is very valuable when it is time to do the discovery stage of the case work. Mr Pybrum can point the legal team in the correct direction of where the documents are, how they should be maintained, and what important questions to ask of the opposition.

Many times the CPA is not brought into the litigation effort until the night before the trial, this is often too late. The CPA needs to be engaged the day after the attorney is engaged, if you want to win your case. Approach, attack, strategy, planning, discovery, depositions and analysis are extremely important components of any litigation effort.

Management Consultant Services

In counseling people who are involved with business we have found that inside everybody there is an entrepreneur struggling to escape and get ahead.

Organization is the key to an entrepreneur's success. Organization is the fundamental principle on which all business ventures are based. We will help you identify how to better market your product and/or service, how to increase revenue and how to control your expenses.

At Pybrum & company we will help you build your organization by using the team approach. We will help you chose your leaders, help you identify what and whom to delegate responsibilities and most importantly how to motivate your personnel to do a better job so that your whole company can achieve success and drive your company past your competitors.

Tax Controversy

The art of combating the claims of the IRS, and other taxing authorities. Tax controversy has grown to be a specialty area. There are few practitioners able or willing to sit thru the process and confront the IRS until the matter is settled fairly. Many practitioners advocate IRS avoidance. Let’s face it divorce, bankruptcy and the IRS are specific threats to any business. The tax law is written down and incorporated into Federal Law in Title 26 of the US Code. We encourage sensible tax planning to minimize your income tax costs. When it comes time to stand up and represent you, we will do so willingly and see that you receive fair, impartial, unbiased and courteous service from the Internal Revenue Service.

It was judge Learned Hand that provided the famous quote-“There is nothing sinister in so arranging one's affairs as to keep taxes as low as possible.”

"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."
Helvering v. Gregory, 293 v.s. 465 a landmark decision by the United States Supreme Court.

Billings Learned Hand (January 27, 1872 to August 18, 1961) — usually called simply Learned Hand — was a famed American judge and an avid supporter of free speech, though he is most remembered for applying economic reasoning to American tort law. Hand is generally considered to be one of the most influential American judges never to have served on the Supreme Court of the United States.

Banking Relationships

We like working closely with your banker. We want your banker to feel comfortable working closely with you. The banking relationship, volumes can be written about unforeseen events that have soured businesses with their banker and vice versa. The banking relationship is one that needs to be cultured and preserved.

Yes there is a need to go hunting and fishing with your banker, and to cruise European wine region rivers!

We have seen many situations where the business needs the assistance of the bank, the bank needs more business but the impediments are too great to overcome and the bank pulls away at the most inopportune time.

We have guided companies thru workouts, difficult situations and with the help of the bank these business have gotten back on to the road and have become quite successful.

We cannot emphasize enough the need to have your banker on your team, we can help you find the right banker that will provide you with the help and service that you need. No job is too big or small for our banking resource network.

Financial Statements

The navigational charts of the business. Every business needs a management team. The management team has a duty and responsibility to read, use and understand the financial statements of the business.

We make every effort to learn how management sees the business, then we fine tune the company’s financial reports to provide the information that is needed. So simple, but too often this step is neglected. The financial reports are not just a document or set of documents to turn over to the banker. The financial reports are the documents that show the vital signs of the business. The sales, the percentages, the turnover and the profit, need to be viewed and understood by management to enable them to take steps with the business to arrive at a suitable and comfortable profit. The profit comes from good management. Good management teams are on top of the financial reports and additionally they receive fundamental analysis that helps them guide the company to a safe and secure financial future.

We always say it’s easier to tip over an $80 million dollar company than a $3million dollar company. With growth comes the responsibility and talent of management to steer the corporate boat to a financially sound and secure future.

Use your financial reports to help you communicate with the management team in how to direct the operations of the company into the secure arrangement that everyone wants to have.