10 Ravine Road
Great Neck, NY 11023
and Personal Accounting
Tax Preparation and Planning
Financial Planning and Investments
Fixed Asset Management
Strategic Business Planning
Financial Reviews and Compilations
Estates and Trust Mangement
Quickbooks Setup and Training
CLIENT TAX CENTER
BUSINESS and PERSONAL ACCOUNTING - personally works with clients ranging from $ 10,000 to $ 800 million. Guiding companies to install best business practices to grow properly. Bookkeeping and general accounting outsource staffing under my personal supervision, including forensic accounting.
BUSINESS CONSULTING - full management consulting services for all areas of company activity. Heavy skills in financial, treasury, purchasing and sourcing services. We work with clients to raise capital and secure loans to fund the growth and operations.
TAX PREPARATION and PLANNING - with an MBA in Finance and Taxation works with clients to create tax avoidance plans as well as prepare tax returns. We can represent you to the Internal Revenue Service oand other governmental agencies.
FINANCIAL PLANNING and INVESTMENTS - work with clients to plan their financial future including retirement.
PAYROLL PROCESSING – we can handle or assist you in preparation of all your payroll needs.
FIXED ASSET MANANAGEMENT - we plan, manage and depreciate your assets to aggressively reduce your tax liability
STRATEGIC BUSINESS PLANNING - we have created and worked with clients in creating many business plans. The detailed plans lay out the steps necessary from concept to operation including obtaining financing.
FINANCIAL REVIEWS and COMPILATIONS - my office will create financial reviews and financial compilations for your bank or creditors or investors. Sarbane-Oxley compliance.
CFO SERVICES - actively work for companies across the country as Interim CFO. You have an experienced senior financial person guiding your company. We can also provide other levels of staffing under our guidance or yours to satisfy your temporary or full time needs
ESTATES AND TRUST MANAGEMENT - Due to the complexity of the tax laws it is important to explore estate and trust planning to avoid a massive tax issue and secure your assets.
QUICKBOOKS SETUP and TRAIINNG - as a Certified QuickBooks pro advisor we can train you and your staff to maximize the full use of QuickBooks. Selecting the correct version of QuickBooks is extremely important to operate your business.
INCORPORATION SERVICES - We have the ability to create corporations and LLC s and complete all the necessary paperwork for clients. It is a good idea for businesses to limit their liability.
Application - Form SS-4 (EIN)
Employer Identification Number