Grant and Williams, Inc.

Accounting Services

Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Attest Services

Our firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.

Bookkeeping/Write-Up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow & Budgeting Analysis

Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Compilation, Review, and Audit Services

Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

We are one of several Sioux Falls firms to offer ERISA auditing for employee benefit plans and governmental auditing, as well as agreed upon procedures.

Financial Forecast and Projections

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.

Financial Statements

Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

Reviews and Compilations

Our firm offers full Review and Compilation services for small to medium sized firms.

Tax Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

IRS and State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Benefit Plan Services

Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.

Business Succession Planning

Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Business Valuations

Our firm provides cost-effective business valuation services, quickly and efficiently.

Buying & Selling a Business

Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Computer Consulting

You are ready to upgrade or install your software, but want the reassurance of professionals who work with these programs on a daily basis.  We offer on-site visitation and training for all versions of Quickbooks and Peachtree.

Consulting Services

Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Debt & Financial Services

We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.

Estate Planning

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Financial Planning

Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Pension & Profit Sharing Plans

401(k) auditing; Form 5500 electronic filing.

Trusted Payroll Service

Once you have trusted us to handle your tax and accounting services, trusting us to handle your payroll needs is the next logical step that will simplify your business life. We provide a comprehensive payroll service that is customized for your specific needs—giving you flexible personalized service from our knowledgeable staff. Our firm offers you a complete payroll service that includes check printing, direct deposit of paychecks, tax filings, complete compliance, and more. You will receive all the payroll reports you need to run you business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.

About Us

Rose Grant, CPA, MST, CGMA –    

Rose GrantRose Grant graduated with a BS in Accounting in 1985, and passed the CPA exam on her first sitting in 1987. She later earned a MS in Taxation. She started her own firm in 2001, became a shareholder of East, Vander Woude, Grant & Co., P.C. in 2007, and in 2014, opened Grant and Williams, Inc. She has practiced in South Dakota, Minnesota, and Connecticut.

In 2012 Rose earned the accreditation of Chartered Global Management Accountant (CGMA) from the AICPA.  Her practice focuses on small business and individual taxation, as well as estate and trust work.   She also has experience in employee benefit plan and governmental auditing, and compliance issues.  Rose is a member of the AICPA, the AICPA Tax Section,  and the SD CPA Society.  She is currently licensed in Iowa and South Dakota. She volunteers as Treasurer of the Lincoln High School Bandparents Association, and as a Board Member of Bethany Lutheran Homes. She also sits on the City of Sioux Falls Audit Committee.

Aleene Williams

Aleene Williams, CPA – Aleene Williams graduated in 1989 from Black Hills State University with a BS in business administration and accounting.  She became a Certified Public Accountant in 1993.  She has practiced in Wyoming, Iowa and South Dakota with several firms auditing, preparing compilations and tax returns for individuals as well as various types of businesses.  Her practice focuses on governmental, not-for-profit and small business audits and annual report assistance.  Aleene is a member of the AICPA and the SD CPA Society.  She is currently licensed in Iowa, Wyoming and South Dakota.

Grant and Williams passed their most recent peer review (click here).

Ladonna Clark, Enrolled Agent, joined our team after a full career with the Internal Revenue Service.  She has a solid background in almost all tax topics and is adding clients that need the kind of knowledge and insight that she can provide.  She has an interest in farm returns, as well as tax preparation and representation before the IRS.