CPA Consulting and Tax Service Professionals
Phillip A. Kass, CPA, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Phillip A. Kass, CPA, Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
At Phillip A. Kass, CPA, Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Request information about Tax Management Services below
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Phillip A. Kass, CPA, Inc.'s accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
- Litigation support
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At Phillip A. Kass, CPA, Inc., we focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law.
These services include but are
not limited to:
- "Compilation" financial statements
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession
Request information about Financial Advisory Services below
"Compilation" Financial Statements
Phillip A. Kass, CPA, Inc.'s financial statement services:
Compilations are
usually requested for internal purposes and are based upon information provided by a company's
management. They do not offer assurance but may involve some adjustment to accounting records.
Request information about "Compilation" Financial Statements below
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Phillip A. Kass, CPA, Inc.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Request information about Estate and Trust Planning and Tax Preparation below
Financial and Retirement Planning
Phillip A. Kass, CPA, Inc.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Phillip A. Kass, CPA, Inc. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
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Litigation Support and Forensic Accounting
Phillip A. Kass, CPA, Inc. litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.
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Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Phillip A. Kass, CPA, Inc. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Phillip A. Kass, CPA, Inc. can advise you on choosing an entity type and later restructuring if advantageous.
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As technologies rapidly advance, companies increasingly need to update their computer systems. Phillip A. Kass, CPA, Inc. can analyze your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems.
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Phillip A. Kass, CPA, Inc.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
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Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Phillip A. Kass, CPA, Inc. can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.
Request information about Employee Benefits, Pension, and Profit-Sharing Plans below
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Phillip A. Kass, CPA, Inc. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
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Whether your needs are corporate or personal, Phillip A. Kass, CPA, Inc.'s professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.
