For Individuals

Financial consultant & Advisory Service:

  • Retirement Planning
  • Preparation of Personal Financial Statements
  • Create/Review Budgets 
  • Maintain Real Time Financial Information
  • Assist with home closings and Asset Purchases
  • Pay Bills/Collect Receipts
  • Assist with setting investment goals, assets allocation, and investment objectives 
  • Evaluate/Update Cash Flow

 

Description: Tax Services:

  • Preparing Federal and statePersonal Income tax returns
  • Preparing Gift Tax Returns 
  • Provide quarterly estimates of tax liabilities
  • Identify/Evaluate Tax Savings opportunities
  • Formulating AMT strategies
  • Analyzing your tax situation and raising key issues
  • Recommending effective tax strategies
  • Modeling the implications of various tax scenarios 
  • Providing timely information on tax law changes 
  • Analyzing executive compensation and benefits 
  • Auditmanagement and representatio    

Launching a new company can be a considerable undertaking- one that requires several key decisions early in the entity’s existence.  It is important that you make the right choices to ensure the profitability and future of your business. Among the questions we assist you in answering:

What forms and applications to file

Choice of entity C-corporation. S-corporation, Limited Liability Company. What is the significance of each form of organization

Income and expenses reporting method: Cash or accrual

The difference between employees and private contractors

Choice of computerized accounting system and the type of accounting software

Evaluate the different types of insurance

Analysis of purchase vs. leasing of equipments

Federal and state taxes the business is subject to 

 

Tax Services:

Preparation of corporate and partnership tax returns

Preparation of payroll tax returns

Preparation of sales and local tax returns

Tax audit representations

Income tax planning and tax advice for the closely held business

 

Business Advice and other services:

Review and audit of financial statements

Bank reconciliation

Preparation of fixed assets and depreciation schedules

Review of employee benefits

Pension plan feasibility analysis

Review of insurance

Assistance in establishing computerized accounting system.

Quickbooks accounting assistance and support.