Tax Services

Taking advantage of new tax regulations can help maximize your return and minimize your liability, but if you are not aware of this, you cannot take advantage of it. We can help.

Finance and corporate tax professionals in all industries are faced with complex and ever-changing tax laws and regulations. As a leading CPA professional, Stuart Goldberg provides strategic tax planning, analysis of tax exposure and proper reporting to positively impact your organization’s ability to reach its strategic and operational goals.

A strong understanding of the complex federal and state tax environments is important for implementing sound tax strategies to help your organization realize significant savings.  Experienced tax professionals keep abreast of regulatory changes and how they affect organizations like yours.  We can assist you with:

  • Federal tax accounting methods
  • Tax consulting and identification of tax credits and other opportunities to improve your tax position
  • Federal and state tax compliance and return preparation

Individual and Family
Sound personal tax planning is an important aspect of meeting your family’s financial goals.  Today’s uncertain economy has prompted many families to re-evaluate their finances and look for new ways to make the most of their hard-earned money.  Now more than ever, it makes good financial sense to do what you can to minimize your tax burden.

Whether you are an individual filing a simple 1040 form, or filing taxes in all 50 states, you’ll find the expertise you need right here. We will ensure that all your personal tax return compliance obligations are met in a timely, accurate manner. Rely on us to make your tax preparation process easy and headache-free, and work with you to create an individualized plan to make the most of your tax situation.

LLC & Partnership
Many small business owners form LLCs and partnerships to avoid the “double taxation” of a corporation.
There are many small business tax benefits and tax flexibilities that we can help you with.  Call us for more information. We can also help you with Federal and State compliance and return preparations.

Perhaps the hardest hit by the economic crisis is the non-profit industry.  Non-profits rely heavily on contributions which have dwindled resulting in insufficient funds to carry out their mission.  We have extensive experience in working with non-profit organizations of all types. We have a deep understanding of the financial and operational challenges facing non-profits in today’s tough economic environment.

We monitor pending legislation and regulatory changes to help you develop strategic tax plans that maximize your tax saving opportunities while helping you stay in compliance and avoid unnecessary penalties. You can depend on us to tailor the process and integrate the best solution that helps you achieve your mission. We offer a variety of non-profit accounting services that help your non-profit organization manage risks and explore new opportunities depending on the type of organization you are and the niche you are serving. These services include:

  • Form 990 preparation and compliance with revised requirements
  • Non-profit tax services
  • Federal and state and local tax compliance
  • Unrelated business income tax issues

Regarding Trusts, we will sit with you and review your Trust agreement and make sure all tax requirements are met as mandated by the Trust. We can also assist in administering the Trust tax returns.

Tax Planning
Business: Managing your organization’s tax responsibility is a daunting task.  The complexity of tax laws and regulations is challenging for even the most experienced business owners in today’s business environment.  We can help.

Minimize Your Tax Burden. Thoughtful planning and a sound tax strategy are the keys to minimizing your tax burden.  We can address all of your tax planning and compliance needs – or just the areas in which you need that extra support:

  • Tax structuring and identification of opportunities to improve your tax position
  • Federal, state and local filing requirements
  • Federal and state tax credits

Individual: Your tax responsibility represents a significant portion of your yearly income – and it is important to align that responsibility with your family’s financial objectives.  Taking advantage of new tax regulations can help maximize your return and minimize your liability, but if you are not aware of what is available, you cannot take advantage of it.  We can help.

Maximize Your Return, Minimize Your Liability. We look for opportunities to generate tax-deferred, tax-free or lower tax income.  We also pay attention to the expense side to identify deductible expenses and eligibility for any tax credits.  We help you understand how the timing and type of income and expenses can make a difference to your tax situation.

Audit Representation
An IRS audit is a review/examination of an organization’s or individual’s accounts and financial information to ensure information is being reported correctly, according to the tax laws, and to verify the amount of tax reported is accurate.  An audit may be conducted by mail or through an in-person interview and review of the taxpayer’s records. An audit does not always result in changes.

You have the right to representation, by oneself or by an authorized representative during an audit. If you disagree with the findings of an audit, you will have the right to file an appeal.

Have you received an audit notice? Do you have any questions or concerns regarding preparation for and participation in an audit? We are here to answer your questions and to help you have a smooth and stress-free audit.  We will answer your questions, help you prepare and gather the needed documents, and serve as your representative during the audit. Relax, we’ll take care of the details for you.

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