Business & Personal Tax Services
Whatever your financial goals, income taxes will play a significant role. To help minimize the tax impact, proper planning is vitally important. We offer tax planning that is innovative yet consistent with sound business judgment. We are continually exploring new techniques and analyzing the latest court cases and IRS rulings to provide our clients with the most up-to-date tax planning ideas. Whether your tax needs are simple or complex, business or personal, for preparation or consultation, our firm can help. The staff of New Business Service has significant experience with all types of business entities in a wide array of industries and professions. Whether your needs are resolving existing tax problems or planning for the future, New Business Service will assist you with experienced and knowledgeable professionals.
• Business & Individual Tax Planning & Compliance
• International Taxation Issues
• Multi-State Taxation Issues
• Gift, Estate & Trust Tax Planning & Compliance
• Succession Planning
• Representation Before Federal & State Taxing Authorities
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in pursuing your company's financial goals.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Large Company In-House Tax Assistance
This service is provided to large companies needing assistance with in-house efforts on various tax projects. Services may include assistance with acquisition tax due diligence work, research credit analysis, transfer pricing documentation, and other international or domestic tax matters.
Florida State Division of Corporation
http://sunbiz.org/ - In this web site you can search and access filed information for corporations, limited liability companies, limited partnerships, general partnerships, trademarks, fictitious name registrations and liens. Images of most filed documents can be downloaded at no charge and to make the filing process easier, filing forms can also be downloaded.
Pension & Profit Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Technology Services
Assist our clients in their computer and technology needs. Our staff has many years of experience in setting up and administering systems of all sizes. We can assist you with the purchase, setup and maintenance of servers, computers, home or office networks, printers, conference room setups, phone systems and all the various aspects of your business connected with these applications. We can assist you in providing innovative and effective management of your information technology resources. Give us a call to discuss your needs or to request a quote for services.
Business Planning
Business growth does not always equal success...good management and planning does! Good managers do not always know all the answers; they just know where to find them. With our experience and expertise, we can provide you with some of these answers. Our services range from assisting clients in preparing initial business plans to helping mature businesses refine and enhance their operating systems. We can provide you with the benefit of our technical expertise combined with business acumen to help solve your organization's problems. • Personal Financial Planning
• Business Budgeting & Planning
• Estate Planning
• Litigation Support
• Executive & Staff Recruitment and Training
• Contract Analysis
• Due Diligence
• Information Technology Services
• Systems Design and Implementation
• Computer Software Selection and Installation
• Accounting and Financial Reporting Systems
• Pension, Profit Sharing, and Employee Benefit Plan Design & Implementation
• Manufacturing Cost Establishment and Measurement Systems
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can help 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 financial independence during your working years and through your retirement years.
Tax Return Preparation
Includes preparation of corporation, partnership & LLC, individual, ficuciary, and other business tax returns.
Peer Review
We are dedicated to providing quality peer reviews emphasizing efficiency and effectiveness. We design and perform our reviews for compliance requirements and to meet your firm’s needs.
TYPES OF REVIEWS – System Reviews evaluate the firm’s system of quality control against standards and comprehensive guidelines that have been established by the AICPA. System reviews are intended to provide the reviewer with a reasonable basis for expressing an opinion. Engagement Reviews are for firms that are not required to have a system review or a report review. An engagement review’s objective is to provide the peer reviewer with a reasonable basis for expressing limited assurance that the financial statements or information and the related accountant’s report on the accounting, review and attestation engagements the firm submits for review conform in all material respects with the professional standards. Report Reviews are for firms performing only compilations that omit substantially all disclosures. A report review’s objective is to help a firm that performs omitted disclosure compilation engagements at its highest level of service improve its accounting practice.
Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Transaction Structuring
An evaluation of anticipated transactions to provide recommendations on tax efficient alternatives.
