FAQs
Here are the answers to some of the
most Frequently Asked Questions our firm
receives.
Q. REMEMBER:
A. The information found on this website is general in
nature and may not apply to the reader's situation.
Therefore, the reader should not rely on the information on
this website alone. For specific advise, please call us
at 212-682-4667.
Thank you.
Q.
What services do you provide?
A.
We prepare all tax returns including individual, corporation,
LLC and LLP, non-profit, estate and trust, partnership,
payroll, sales tax, property tax, and other taxes. We also
sell computers and software as well as offering training. We
offer bookkeeping, financial statements, accounts payable,
and accounts receivable processing--in fact, any office
function, including setting up an office, as part of our
services.
Q. I would like to know the value of my business. How
can I determine this?
A. We are affiliated with Avian Inc., a business
valuation and consulting company who can assist you in this
process. There are many reasons that business owners need to
know the value of their interests. These include the purchase
or sale of the business, buy-sell arrangements, succession
planning, shareholder disputes, marital dissolution, estate
and gift tax planning, to name a few of the most common. The
professionals at Avian, Inc. are credentialed, experienced
and ready to assist you.
Q. Can you help me with my
investments?
A. We are affiliated with Better Financial Solutions,
Inc. a registered investment advisory firm owned by Tony
Fisher. We can set up an appointment with Tony who can help
you determine your goals and the strategies that you are
comfortable with. If you are pleased with his
recommendations, he will assist you in the process of
transferring your accounts to concur with those strategies.
Q. I currently use an outside payroll service, and,
frankly, have not been pleased for various reasons. What
alternatives do I have?
A. We now have access to a very good payroll
alternative that you can access and use right here on our
webpage. This is a reasonably priced alternative, competitive
with the nationally known services, and offers you the
flexibility of running your own payrolls on YOUR schedule.
Direct deposit, ACH tax payments and easy import to your
QuickBooks or other accounting software are features of this
very good software. Call us for a demonstration!
Q. I am concerned that my business is not as profitable
as I would like it to be. What can you do to help
me?
A. We offer an operational auditing program where a
team of our professionals come into your business to assess
your company's operational strengths and weaknesses. We
breakdown your business into the areas that are mission
critical and offer recommendations (that we can help you to
implement!) to get your business on track. Organizational
efficiencies and profitability structuring are the keys to
your business working FOR YOU rather than vice versa.
Q. What is all this that I hear from your firm about
"wealth accumulation and retention?" Come on...Is
there really any thing that we can do these
days?
A. The answer to your question is an unequivocal
"YES". Obviously, the markets have been tough on
all of us over the last few years. But we have strategies
available to us still that can get you on the road to
developing a wealth base, and then in helping you to develop
that base and RETAIN IT! Please give us a call and we will
set up a time to discuss this.
Q. It seems like everyone and his brother (except me!)
has a retirement plan! Can you explain the various plans
available?
A. A good retirement plan can be an essential weapon in
your arsenal for accumulating wealth. I will go out on a
limb...Every business owner with taxable income from some
source (whether from the business or not) should have a
retirement plan to help defer taxes and to accumulate savings
tax free! We can help design the PERFECT plan for your
business and your circumstances. Give us a call so that we
can discuss this!