cpatag

We assist business owners in today's complicated world of tax, audit, payroll and banking requirements. Business services that we provide include, but are not limited to the following. If you have any questions or need something not listed, please contact us.

Financial Statement Reviews & Audits - If your bank or another regulatory body (HUD) requires audited financial statements, please call us and we would be happy to perform your annual audit. We have strong relationships with some of the national banking institutions and we would be more than happy to extend our key relationships onward with our clients.

Tax Planning & Preparation -

 * Corporate(C-Corps & S-Corps) Tax returns and Tax Planning
 * LLC Tax Returns and Tax Planning
 * Partnership Tax Returns and Tax Planning
 * Sole Proprietor’s Tax Returns and Tax Planning
 * Nonprofits 990 Returns and application assistance for new nonprofits.

Financial Statement Compilation - Monthly, Quarterly, and Annual Financial Statements. If your business needs compiled financial statements for your bank, insurance, bonding agency or just to help manage your business, please call us.

Estate Planning - Well versed on the ‘issues’ many face in this area, we are well connected with many Insurance Brokers and other professionals that could help minimize or even eliminate the Tax issues that arise more often than not in the Estate.
Payroll Reporting/Preparation - Monthly, Quarterly, and Annual Payroll Returns, W-2 & 1099 Preparation. Our rates beat Paychex and ADP.

Long Range Planning - Strategic Planning, Goal Setting, Business Transition Issues

Business Formation/Entity Selection - We can help you decide on which business entity is best for your enterprise : Corporate, LLC, Partnership, LLP, or Sole Proprietor. Select the right entity from the start of your business to save taxes and headaches down the line.

Accounting System Selection & Implementation - We are Certified QuickBooks Advisors and also have experience with the following: MASS, PeopleSoft, Peachtree, Money, and Quicken, as well as many others.

Benefits Design & Implementation - We can help you design a benefits plan including health, life insurance, retirement plan, vacation policy or any mix thereof that will help you retain employees and increase employee satisfaction and loyalty. Additionally we can help design variable compensation (bonus) plans that will incent your employees to make both themselves and the company more money.
 

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CREFACORP  POB 155  Lawrence, NY 11559

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(516) 568-5259 Direct