Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Call Now: (732) 352-1001
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Accounting Services
Providing current financial information to our clients in a timely and accurate manner is a commitment that we believe cannot be compromised. Meaningful, well-organized financial statements and records ensure that your business operations will run more efficiently on an ongoing basis. Our firm provides a full range of cost effective accounting services including the following:
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Interim and Year-end financial statement preparation
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On-site or Off-site bookkeeping services (Monthly/Quarterly/Annual)
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Accounting system setup for new businesses
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Computerized payroll services with optional cost savings programs
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Business tax return preparation (Sales & Use/Business Property)
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Personal financial statements
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Training and support for Quickbooks™ and other popular bookkeeping programs
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
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Audit- an intensive examination with the highest level of assurance
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Review - some analytical procedures conducted with limited assurance
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Compilation - based upon client information provided and used primarily for internal use
Whatever the level of service your company needs or finds useful, we can provide the needed level of services effectively and efficiently.
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Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
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Tax planning & return preparation
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Individuals
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Partnerships
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LLCs/LLPs
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Estates, trusts & gift
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Not-for-profit organizations
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Taxing authority representation
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Divorce and support issues
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Tax effects of buying/selling a business
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
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Accounting software selection and implementation
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Type of entity selection
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Business valuations
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Buying/selling a business
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Computer systems
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Financial & retirement decisions
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Estate, trust & gift planning