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Audit Services for both Profit and Non-Profit
Businesses
Nicole
Sauter - Audit Manager
Typically, audited financial statements are required by banks
or investor/owners in for profit ventures. In non-profit situations,
regulators, contributors or other oversight agencies require that certified
audits be conducted. We strive to consistently assign the same personnel to
the audit engagement which lends itself to a more efficient process for both
the client and the firm.
Financial Statement Compilation and Review
Services
Paul Cannavo
The majority of
closely held businesses require compilation or review engagements as opposed
to full certified audits. Depending on your individual situation, compiled or
reviewed financial statements may be needed for bank loans or for use in
buy-sell arrangements as a tool for management or simply as a starting point
for tax planning for the current year.
The statements can be prepared in accordance with generally accepted
accounting principals, or on an income tax basis, again, depending on your
individual needs and the needs of your closely held business.
Financial Forecasting
and Projections
Gregg E. Kiefer, CPA -Partner
Effective business managers rely on financial
budgeting and cash flow planning to assist them in establishing a long-term
strategic plan or short-term strategy for their business. Whether you are trying to identify possible
areas of improvement, planning for capital expenditures or future growth, our
team of specialists can work with you through this process.
Business Consulting,
Succession Planning, Mergers and Acquisitions
John M. Shall,
CPA - Partner
Statistically, only one in five closely held businesses
continue past the first generation owner.
We can help you plan a strategy and implement a successful plan to
ensure the continuity of your business beyond your working years. We have successfully worked with small businesses
in creating the proper structure, both financially and managerial when two or
more businesses decide to merge or acquire another closely held
business. We have experience providing
the necessary due diligence and contacts to obtain the right financing.
Tax Planning and
Preparation for All Form of Businesses & Individuals
Donald Sarcone,
CPA - Partner
Our core business to this day revolves around
tax planning and preparation for individuals as well as all forms of closely
held businesses. We have a reputation
for timely and accurate preparation of all work. We allocate sufficient time with our
clients to properly plan for their tax responsibilities. We have represented clients before all
taxing authorities and have expansive experience in litigation support in
civil and criminal manners. We work
with several regionally well known law firms in this area.
Financial Planning
Services for High Income, High Net Worth Individuals
John M. Shall,
CPA - Partner
Organizing your personal finances to help you
meet your financial objectives, requires a full-time commitment. We can help
you develop a plan to meet your children’s higher education needs, your
retirement funding, etc. We can guide you with your investments and help you
design and manage a portfolio, based on your risk tolerance, goals and
objectives. In the area or estate
planning, we have worked with families to ensure that at death, their desires
to pass on their wealth met, with the least possible estate tax consequence.
We currently
have individuals licensed to offer securities in the states of NY, NJ, NC,
FL, OH, MI, CA,GA,PA,TX and CT. This
is not an offer to sell securities in any other state or jurisdiction.
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