Connecting depth and insight with community values.

Certified Public Accountantsand Consultants

AT YOUR SERVICE — IN MANY WAYS

How may we help you?

WHAT CAN YHB OFFER YOU?

At Yount, Hyde & Barbour, we offer comprehensive tax, accounting, audit, and consulting services amplified by business valuation, wealth planning, risk advisory, litigation support, employee benefit plan administration and other specialized services.

TAX SERVICESTAXES ARE TO BE SAVED, NOT JUST PAID

Income tax preparation and electronic filing

Thorough knowledge of tax laws and strategies

Careful planning minimizes your tax burden

Representation before the IRS and other tax authorities

Our tax team helps a large number of individuals, partnerships, businesses, corporations, trusts,

estates, and nonprofits meet compliance requirements and save tax at the federal, state

and local level — as well as internationally.

ACCOUNTING, AUDITING AND CONSULTING SERVICES

YHB GIVES YOU MORE FOR LESS

Deep and extensive industry experience

Knowledge and best practices

Provide insightful advice for better decision-making

We are based in the communities we serve; we are right-sized for your organization; we are known for our audit expertise; and we have connections that add value to our services

BUSINESS VALUATION SERVICESTAKING TIME TO DO WHAT’S BEST

FOR YOU

Buying, selling or transferring a business

Estate, gift and succession planning

Shareholder/partner disputes and buyouts

Marital dissolution

Business and tax litigation

Lost income or property damage claims

We bring a “real world” perspective to our work that enables us to understand what drives value

for the purpose at hand.

WEALTH PLANNING SERVICESMAXIMIZING WEALTH FOR YOU AND YOUR

HEIRS

Planning and administration, including preparing annual tax returns

Estate settlement, including asset valuation Counseling or serving as trustee or executor Gifting and charitable contributions planning Retirement distribution planning Business succession and family succession planning Creating family limited partnerships (FLPs) and

family limited liability corporations (FLLCs) Educating family members in wealth management 

We’re very good at what we do, and the personalized, responsive, and caring service we provide make

clients feel we’re a member of the family.

RISK ADVISORY SERVICESINTERNAL CONTROLS YOU CAN RELY

ON IT audits — a thorough evaluation of your system’s security, availability and processing

integrity that can be scaled to your organizations needs.  Security assessments — a lower-cost, high-level checkup of your IT infrastructure Internal controls assessments – a lower-cost, high-level examination of your control

environment Vulnerability assessments – a technical evaluation of your network to analyze the

potential vulnerabilities that could be exploited to gain access to your network Availability assessments — including review of backup procedures and environmental

controls, as well as disaster recovery plan validation with desktop testing Internal audits — analyzing business processes to help businesses achieve their

organizational goals through secure and appropriate controls Compliance — audits, documentation, and testing to help companies meet regulatory

requirements, such as: GLBA assessments ACH audits HIPAA compliance Sarbanes-Oxley (SOX) documentation and testing SAS70 audits Consent Based Social Security Number Verification Audit (CBSV) Surprise Examinations for Registered Investment Advisors

Systems management consulting — IT policy review and development, data extraction for analysis, and general consultation on IT processes and internal controls

YHB offers a depth of expertise and understanding that enables us to provide an exceptionally high level of service scalable to your particular needs.

LITIGATION SUPPORT SERVICESWE MAKE YOUR JOB EASIER

Identification of hidden assets Business valuation Calculation of damages or lost income Financial statement analysis and interpretation Case strategy and expert witness testimony Development of charts and other visuals for presenting

financial information Fraud detection and investigation Critique of financial information presented by opposing

counsel Tracing of proceeds and distressed loan analysis

Our forensic accountants have helped attorneys and their clients develop and use financial information to their

advantage in a variety of cases.

EMPLOYEE BENEFIT PLAN ADMINISTRATIONWE DO THE ADMIN, SO YOU CAN ENJOY THE BENEFITS

Analyzing the financial impacts and tax implications of various plans

Advising about plan selection and assisting with implementation

Compliance testing, annual valuation reporting and Form 5500 preparation

Calculating contributions and determining participant eligibility

Handling plan distributions and loans Developing employee communications for the plan

YHB offers a full range of third-party administration, compliance-testing and reporting services for all types of

qualified defined contribution plans, including 401(k), 403(b), SEPS, and SIMPLES.

YHB OFFICE LOCATIONS

Winchester

Leesburg

Middleburg

Culpeper

Richmond

NICHE SPECIALIZATION TEAMSWe know your business

INDUSTRIES

Banking

Healthcare Practices

Healthcare Organizations

Senior Living

Construction & Real Estate

Non-Profit & Governmental

Professional Service Firms

Private Company Services

Public Company Services

YHB COMMUNITYWE DON’T JUST VALUE COMMUNITY, WE LIVE IT

Provide financial support for charitable organizations that firm members are involved in.

Make community service one of the goals discussed during annual performance reviews.

Allow paid time off for firm members to serve as board members or volunteers for community organizations.

Organize and sponsor firm member participation in projects like the Food Bank and Habitat for Humanity.

Take part in fundraisers for organizations such as United Way.

We look at community service as a way to help charitable organizations better fulfill their missions —

and thereby make our communities better places to live for all of us.

Connecting depth and insight with community values.

Certified Public Accountantsand Consultants

QUESTIONS?

Contact us online www.yhbcpa.com