BUSINESS PLANNING SERVICES

TAX SERVICES

TAX PLANNING

  • Proactively analyze and collaborate with all of your advisors to plan for tax consequences on all financial transactions
  • Find ways to help reduce your tax bill – above and beyond tax compliance & tax return preparation
  • Prepare tax projections & estimated tax payments
  • Tax planning consultations
  • Business Succession Planning

BUSINESS TAX PREPARATION

  • Prepare federal, state and local tax returns
  • Prepare payroll tax returns
  • Sales Tax Preparation

OTHER TAX SERVICES

  • Prepare gift and trust returns
  • Audit representation

ACCOUNTING SERVICES

CONSULTING

  • Business entity selection and entity set-up
  • Business acquisition and succession planning
  • Financing assistance (document preparation & bank negotiation)

FINANCIAL REPORTING

  • Financial statement preparation and analysis
  • Implement, monitor and upgrade your accounting system

BOOKEEPING

  • Bill Paying
  • Payroll processing and compliance services as ongoing maintenance
  • Offer integrated HR services
  • Prepare and file Form 941, NYS-4S, MTA-305, 940
  • Prepare and file Form 1099-MISC

Business Strategic Planning & Management Services

  • Entity Structure Formation
  • Tax Planning (including Retirement Planning Strategies & Investment Management)
  • Accounting Services (Compliance, Payroll and HR Services)
  • Succession Planning
  • Asset Management