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Listed below are some of the
services Levine & Collado CPAS can offer you: |
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Individual
Services |
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• Planning for and minimizing
income taxes
• Preparation of Federal and State income tax returns
• Assistance with audits by Federal or State authorities
• Analysis of alternatives for funding education •
Pre and post retirement strategies • Assistance with loan
applications, amortization schedules
• Assistance with marital dissolutions and related issues
• Assistance with social security qualification, eligibility
and tax planning • Budgeting and cash management
• Preparation of personal financial statements |
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Business and
Consulting Services |
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• Selection of business entity
• Obtain Federal and State Employer Identification numbers
• Planning for and minimizing income taxes • Bookkeeping
services, bank reconciliation, budgeting, etc. • Preparation
of workers' compensation reports • Preparation of compiled
financial statements • Preparation of review financial statements
• Business valuation analysis • Break-even analysis
• Succession planning • Assistance with audits by
Federal or State authorities • Assistance with employee
fringe benefit plans • Assistance with loan applications,
amortization schedules
• Analysis of alternatives for funding growth • Preparation
of sales tax reports
• Preparation of Federal and State corporate, partnership, LLC,
etc. income tax returns
• Assistance with accounting systems design and implementation
• Payroll services - Check writing, payroll tax reports, W-2's,
etc. |
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Estate
and Trust Services |
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• Obtain Federal and State Identification
numbers • Planning for and minimizing income, estate, and
gift taxes • Preparation of Federal and State estate, gift,
and income tax returns • Assistance with audits by Federal
or State authorities • Assistance with estate administration
and accounting issues • Assistance with pre death and post
death planning • Wealth transfer strategies |
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Computer
Consulting Services |
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• Quicken Software - Set up and
maintenance • QuickBooks Software - Set up and maintenance
• Microsoft Office |
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