› Tax and Business Advisory
› Consulting
› Accounting and Bookkeeping
› Estate, Gift and Trust Accounting
› State and Local Tax Service

Tax and Business Advisory Service

We offer comprehensive tax services to corporations, private businesses and individuals.

Tax Consulting Services
From start-up companies to established businesses, we provide a wide range of corporate tax planning services to minimize income and other taxes. We work closely with clients to identify tax opportunities and implement plans that produce real savings.

Thinking of starting up a business, we can help you to determine the type of entity to choose and the various tax considerations that are factors to consider. We can then assist you in registering your business at the federal, state and local levels.

Tax Reporting and Preparation Services
We offer clients extensive services for preparation of tax returns for individuals, corporations, partnerships, trusts and estates. We provide individual tax preparation to the general public at competitive rates. Our professional staff is up to date on new tax legislation and regulations that affect your business.

Tax Controversies and Compliance
We help our clients anticipate and resolve tax controversies. We can represent handling federal, state department of labor and other tax audits. We are familiar with the audit methods employed by both the Internal Revenue Service and the States of New York and New Jersey.

Transfer Pricing
We have experience with clients who have multinational operations and have researched the issues related to transfer pricing and area aware of the various methods applicable for establishing such prices.

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Consulting

We can help you as an individual, corporate, executive and operator of a family business build, preserve and maximize their wealth. We provide a comprehensive approach to help clients grow and protect their assets and transfer wealth to future generations. We offer a variety of planning, advisory and compliance services, including:

› Investment planning
› Retirement planning
› Analysis of pension distributions and planning
› Estate planning
› Gift tax planning
› Personal financial statements
› Evaluation of employee benefits
› Insurance consulting and risk management
› Financial education services
› Family business consulting

Computerized Accounting Systems
Our Firm is familiar with many of the accounting software packages that are available. We can assist in implementing and improving your accounting system with these packages. We have Quickbooks trained personnel as well as other accounting programs and are a member of the Quickbooks professional advisory program.

Personnel Recruiting and Training
We can help clients realize value of their people. We can help clients maximize their return on human resources by assisting clients in hiring and interviewing prospects for financial and accounting positions. We can assist in the areas of compensation agreements, benefits and insurance.

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Accounting and Bookkeeping

Our firm offers a wide range of accounting and bookkeeping services. We have arrangements with our clients that provide for these services to be rendered on a monthly, quarterly and annual basis. Based upon our review of your needs, we can develop the best plan for you. We can assist you in developing monthly management reports that can be helpful in assessing your financial success. Our accounting services include:

› Financial statements prepared on a compilation or review basis
› Financial statements for all entities including individuals, corporations, partnerships and limited liability companies
› Monthly and quarterly accounting including computer-generated journals and ledgers
› Developing financial accounting and controls
› Cash flow management
› Budgeting and forecasting
› Compliance with lender requirements
› Financing, including banks, SBA, FHA
› Bank reconciliations
› Write up of cash receipts, disbursement, journal entities, general ledger and trial balance
› Inventory control
› Depreciation schedules and asset records
› Payroll tax preparation, sales tax preparation, and research of related issues
› Special purpose reports
› Computerizing your business and accounting

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Estate, Gift Tax and Trust Accounting

We provide a full spectrum of services in this area. We can assist in the preparation of insurance trust, charitable trusts, living wills, etc. We have extensive experience in preparing gift tax returns related to valuing closely held business stock. We can prepare descendent estate returns for federal and state purposes and trust income tax returns.

We have extensive experiences in preparing court accountings for decedents, estates, guardianships as well as other special needs.

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State and Local Tax Services

We have professionals that help manage the growing complexities of multi-state taxes. We focus on comprehensive planning while seeking tax savings and refund opportunities. Additionally, we help clients improve internal controls and operations to better manage compliance requirements.

We can assist you in employment, sales tax and state income tax audits. Our professionals have significant experience in these audits, which includes state sales tax audits related to cash businesses.