Business Services

We define our business services clients by the sophistication of their accounting departments and the nature of the services they require, not by their size. They need ongoing support and guidance on accounting systems and procedures, internal controls, financing, and other business-related decisions.

Our business services clients rely on us to oversee their accounting departments, including their books and records, bookkeeping staff, and compliance filings and reporting. They depend on us for prompt responses to their inquiries every day of the year. Because we develop a close advisory relationship with our clients, which enables us to provide better services, they regard us a valuable member of their team.

Services We Provide

Accounting Tax
  • General ledger review
  • Write-up
  • Financial statement preparation
  • Monthly/quarterly on-site support
  • Profitability analysis
  • Bookkeeper support
  • Payroll tax return review and preparation
  • Sales tax return review and preparation
  • Business tax planning
  • Business tax return preparation
  • Coordinate personal tax planning
  • Tax research
  • Compliance form preparation (Forms 1099, IT 204-LL, NYC RPIE, etc.)
  • Response to tax notices, assessments, and correspondence
  • Sales tax and NYS Department of Labor audits
  • IRS and local income tax audits
Business Consulting
  • CFO services and consulting
  • Business management
  • Business guidance and problem resolution
  • Incorporation services
  • Loan and banking management
  • Succession planning
  • Services related to sale of business
  • Wealth accumulation

For more information, please contact: