Jarrard, Nowell & Russell, LLC Scope of Services The principals in Jarrard, Nowell & Russell offer clients a breadth of financial expertise gained through their years of combined experience in corporate financial management and public accounting. With experience at Big Four accounting firms to serving as corporate treasurer for Fortune 500 corporations, principals at the firm offer business and individual clients extensive knowledge and a comprehensive approach to financial management, tapping a broad range of financial services. Tax Services Jarrard, Nowell & Russell provides tax preparation and reporting services ranging from individual returns to multi-faceted corporate reporting. General Accounting and Auditing The firm serves business clients in the diverse areas of industry, general and mechanical contracting, real estate development and sales, professional services, non-profit management, retail operations, restaurant management, distribution and logistics, and more. Services range from general bookkeeping to corporate audits. Business Advisory Services Jarrard, Nowell & Russell takes a comprehensive approach to financial management for clients and is adept in guiding clients toward establishing strategies and systems to achieve long-term goals. 1031 Tax-free Exchange Services Utilizing the tax-free exchange proviso when buying and selling property can yield significant tax benefits to investors or property owners. Jarrard, Nowell & Russell advises clients on Section 1031 of the Internal Revenue Service Code and guides clients through the various steps required by the code. Business Modeling and Valuations Drawing on significant experience in assessing the value of businesses and performing due diligence during acquisitions, the firm performs valuations for existing or prospective businesses and develops business models for planning and securing financing. Captive Insurance Consultation and Auditing Looking beyond traditional insurance, the principals in Jarrard, Nowell & Russell are experienced in captive insurance consultation and skilled in performing the required captive insurance audits. Often, an initial consultation is advised to assess the feasibility of a captive and then the firm guides clients on the process for setting up and identifying providers. Wealth Management With a commitment to personalized service, Jarrard, Nowell & Russell looks beyond traditional accounting roles and works in partnership with clients and their investment advisors to analyze, develop, and implement strategies to achieve their specific objectives. The firm does not provide specific investment advice, but maintains close working relationships with skilled investment advisors and guides clients in choosing an advisor bested suited for their needs, if desired. Having the capability and expertise to assist in an array of business and public accounting areas, the firm is able to advise and guide clients toward broader business and financial success.