Mortellaro, Clarke & Company CPA's

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Services

We can help you with every aspect of your tax preparation and planning, including individual, partnership, non-profit, and corporate returns.  In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service.  We also offer a complete range of accounting and auditing services, including Compiled, Reviewed and Audited financial statements, bookkeeping services,  payroll tax returns, computer system consultation, QuickBooks consultation, full service check writing, tax planning, insurance services, and business start up consulting.

 

Client Services Include:

Tax Preparation
Compilation, Review & Audit Services
Bookkeeping Services
Certified QuickBooks Advisors
QuickBooks Consulting and Training
Tax Planning
Estate Planning
Retirement Planning
Audit Representation
Business and Sales Acquisition

Our client base reflects the range of our expertise, and includes:

Individuals
Medical and Dental Practices
Retailers
Estates
Attorneys
Manufacturers
Non-Profit Organizations
Commercial Organizations
Construction Companies
Condominium Associations

 

Tax Services
Tax laws change faster than we change cars, making it very difficult to plan.  We feel that there is no reason why a client would not know their tax situation on April 15th.  By keeping current on new and proposed tax laws, we are in a position to identify opportunities that minimize both your current and future tax liabilities.  When a clients career situation changes, we recommend the preparation of tax projections to plan for effects of those changes, rather than being surprised with the outcome on April 15th.
Tax services offered include but are not limited to:

Tax planning & return preparation

  • Individuals 
  • Corporations
  • Partnerships
  • LLCs / LLPs
  • Estates, trusts and gift
  • Not-for-profit organizations
  • Condominium and Homeowners Associations
  • Tax effects of buying/selling a business or purchase of assets


Audits, Reviews and Compilations
Financial statement preparation is necessary in many circumstances surrounding the operation of your business.  Banks require financial statements to make lending decisions. potential buyers request financial statements in order to analize a potential acquisition, state governments require condominium and homeowners associations to submit financial statements, bonding companies require statements in order to issue bonds, and business owners use statements to judge progress and plan the operations of the business.  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


Bookkeeping Services (Write - Up)
Accurate, complete and organized financial records ensure that your business operations will run more efficiently and profitably on a day to day basis.  These records are the key to a successful business.  Our trained staff can assist you with these day-to-day tasks associated with bookkeeping.

Certified QuickBooks Advisors
Certain members of our staff have been recognized as experts in their knowledge of QuickBooks by the maker of QuickBooks, Intuit.  As such, they have achieved the designation as Certified Advisors.  We are well equiped to establish your new company data file, determine the most appropriate chart of accounts to use, and to select the various options and settings that are most likely to benefit your specific experience using QuickBooks.  There is no one size fits all when it comes to accounting programs and general set up of your data.  We are also able to troubleshoot problems that a company may experience with the program.

Tax Planning
No one wants to experience surprises when it is too late to take action.  Tax planning and projections are essential to eliminating these types of problems and assist in the overall long range success of your business.  Whether you are an individual, partnership or corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Estate Planning
Effective estate and gift 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.

Retirement Planning
Successful implementation and periodic review of your financial plan will ensure the financial independence during your working years and through your retirement year.

Audit Representation

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