| Small Business Consulting |
| Our years of experience and training, have enabled us to develop a wide variety of skills and knowledge that can assist you in the management and growth of your business. We're a small business too, and what is an issue to you may be an issue we've already encountered. We work with small businesses day in, and day out. What we observe as working for one, often can be applied at another (obviously, this does not extend to anything proprietary).
Whether it be marketing, cost reduction, identifying and establishing performance measurements, or any other means of consulting, we can assist you in developing your business to its fullest potential. |
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| Financial Planning and Advisory Services |
| With our years of experience and training, we have developed valuable skills that can assist you managing your assets and planning to achieve your financial goals.
As appropriate, we have the resources of professional affiliations that allow us to assist you with asset management, investment advice, group employee benefits, insurance, asset protection, and many other financial concerns. |
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| Incorporating Services |
| Over the years, we have encountered numerous situations where the small business owner was overcharged or under-advised when it came to incorporating a business. As a result, through a service bureau affiliation, we offer low cost incorporating services to our clients.
By being involved in the incorporation from the inception, we have been able to prevent many overlooked tax and financial opportunities that are commonly not addressed by the attorneys.
This is not to say that we wish to serve as your attorney, nor that attorneys don't serve a valuable role, but being "hands on" for the entire incorporating process can ensure that opportunities are not lost. |
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| Business Consulting and Development |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitablility 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.
Need help understanding why your business investment isn't providing you with the freedom, peace of mind and financial independence for which you had hoped?
Alex A. Accetta, CPA & Associates, Inc. can identify the "why" and help develop systems that will provide you with the tools to live your dream. We can help you (work on your business, not in it) so you can have the freedom to enjoy your life. |
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| Asset Protection |
| Asset protection, or wealth preservation, plans make the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts. |
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| 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. |
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| Other Services |
| 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.
*Bankruptcies *Litigation support *Expert witness services *Budgeting & Forecasting |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Often, we serve the role of CFO/Controller for our clients. We can provide small to mid-sized businesses with this valued input, even though they do not have the resources or needs for a CFO/Controller full time. Our firm provides a full range of cost-effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Monthly "Closing of the Books"
*Personal financial statements
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| Bookkeeping/Write-Up |
| 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. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cashflow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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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.
We guarantee our turn-around delivery time and the fact that you will never have to pay a penalty caused by delays or inaccuracies. Our services include preparation of tax returns for:
* Individuals * Trusts * Partnerships * Estates * Corporations * Non-Profits * Limited Liability Companies * Retirement * Limited Liability Partners * Payroll * Sales and Excise
Our ongoing commitment to quality starts with our recruitment process and is developed through our continuing education and technical training of our team members. Internal control procedures are continually updated to ensure accuracy. Every tax return is reviewed by a partner of the firm. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Proactive tax planning during the year is key to minimizing your tax obligation. Tools such as "entity form", timing, qualified and nonqualified employee benefit plans are just a few of the resources you have to help minimize your tax obligation and enhance your wealth accumulation. |
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| 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.
In addition to dealing with Audit issues, we can assist you with collections structure and negotiation (including offers in compromise) |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| 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. |
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| Business Succession Planning |
| 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. |
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| Business Valuations |
| There are many reasons to have a business valuation. Some of these reasons are: sale of businesses, estate and gift tax planning, financing arrangements, litigation services which includes divorce, dissenting shareholder actions, partner disputes and business disruptions, and succession planning.
While many professionals can perform business valuation services, when making your decision as to which firm to retain, you want someone with the knowledge and expertise that will satisfy your needs. Alex A. Accetta, CPA & Associates, Inc. is serious in providing you with the very best possible service in a very personalized fashion. We take our work seriously and we continually strive to maintain and improve our expertise. Our company holds not only C.P.A. and M.B.A.'s , but is also a Certified Valuation Analyst certificate C.V.A. and is a member of the National Association of Certified Valuation Analyst (NACVA). |
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| 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. In addition, click on the service "Business Valuations" to see how we can assist in determining the best sales price as well as structure for your business. |
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| Computer Consulting |
| Whether you are contemplating the addition of new computer hardware or overhauling your network, through our professional affiliations, we can assist you with many of the difficult decisions that must be made when designing your business' computer systems. |
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| Estate Planning |
| Effective estate 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. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your retirement years. As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more managable level. In addition, we can assist in putting together loan packages, business plans, and negotiating financial terms. |
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| 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. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed. |
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| Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. |
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| Forensic Accounting |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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| 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. |
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| Tax Preparation |
| 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, estates, and not-for-profit organizations. |
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| Business Consulting |
| 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. |
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| 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. |
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| 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:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Investment Review |
| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
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