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Financial Advisory Services
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We offer a wealth of Financial Advisory Services to corporate and individual clients. Financial Advisory Services Include:
Money Management
Stocks, Bonds, Mutual Fund Investments
Life Insurance- Permanent and Term
Disability Insurance
Education Planning- 529 Plans
Retirement Planning - IRA, SEP and Defined Benefit
Mortgage Financing- New and Refinancing
Securities Offered Through TFS Securities, Inc. 437 Newman Springs Road Lincroft, NJ 07738 (732) 758-9300, Member of NASD/SIPC
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Accounting Services
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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 & financial statement preparation
*Accounting system setup for new businesses
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support
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Audits, Reviews and Compilations
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We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
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Financial Statements
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We can assist you in the preparation of your financial statements in accordance with professional standards. The statements can be in the form of a Compilation, Review or an Audit. The financial statements produced can be a useful tool for management for making financial decisions.
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Financial Forecasts & Projections
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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. Financial forecasting includes the preparation of an annual budget and a five-year plan.
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Tax Services
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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
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
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Tax Planning & Preparation
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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.
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International Taxation
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Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.
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Consulting Services
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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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Accounting Software Selection & Implementation
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With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
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Business Valuations
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When you are thinking of buying a new business, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
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Estate Planning
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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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Financial Planning
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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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Retirement Planning
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Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
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Management Advisory Services
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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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