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.
Mergers & Acquisitions
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. We can assist with you and your attorneys with the due diligence work.
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
*Mergers & acquisitions
* Cash flow forecasting
*Condominium Association Consulting,Review of records when Builder relinquishes control.Preparation of Homeowners Association Tax returns.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger *Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Business tax return preparation (Sales & Use/Tangible Personal Property,etc.)
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
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:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.If you are buying an existing business you need to have a due diligence review of that entity.
Fraud Prevention & Detection
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigations. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
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.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
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:
*Tax planning & return preparation
- Highly Compensated Individuals
- Estates, trusts & gift
- Not-for-profit organizations (Common Interest Realty Associations).
*Taxing authority representation - Federal,State (all 50)and local - (dealing with both the examination and collection divisions). If you owe the IRS we can assist you with "offers in compromise" if you qualify. You may qualify for paying cents on the dollar for your current tax liability for income, payroll or sales taxes.
*Divorce and support issues
*Tax effects of buying/selling a business
*High Technology Company issues (Research & Development Credits, Interest Charge Domestic International Sales Corporations, Domestic Production Activities Deduction,etc.)
*Multi-state filings. Many of our clients do business throughout the U.S. and Europe. We can assist you in multi-state apportionments, Nexus issues, etc.
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 /Tax Resolution
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.
In addition to being a Certified Public Accountant, Mr. Repoli is an Enrolled Agent licensed to practice before the Internal Revenue Service.
Mr. Repoli is a member of the National Association of Tax Professionals, the Florida Institute of Certified Public Accountants, and is an associate member of the American Bar Association's tax section.
If you are in trouble with the IRS we can help.
Don't forget that the IRS consistently makes changes to the laws as they relate to offers-in-compromise. The government is more receptive to accepting offers and the percentage of offers rejected should go down substantially with the demise of a number of large unscrupulous companies that have gone bankrupt/lost their licenses etc. While you certainly can end up paying pennies on the dollar it is not as easy as the TV ads would have you believe, as you need to meet certain criteria.
Don't forget in some instances you could lose your ability to travel if you owe a certain amount of taxes and have not entered into some sort of agreement with the government (i.e. passport can be suspended).
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different states. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, limited liability companies, estates, and trusts
If someone else prepared your returns prior to you coming to our office we will review them at no charge.
Online Tax Preparation
We can provide the services you would expect from a CFO, until you are in a position to hire a full time individual. We can set up your accounting system, actually create your financial records, develop a general ledger, provide timely financial information - at whatever time intervals you require. We are familiar with Quickbooks we use it for our own records) and can work with you to development whatever reports you need to properly run your business. We can assist you in finding attorneys, bankers, insurance agents,leasing specialists, payroll services,etc.