We consider a client's financial statements and tax returns as a starting point from which to follow through with practical suggestions and advice as well as money-saving strategies. We look at the big picture, realizing that textbook answers often don't fit real-world situations. We combine our knowledge, skill, and experience to develop a well-planned, comprehensive business strategy.
As the list of services below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not one we provide, we would be more than happy to refer you to a qualified professional.
Accounting Services
Audits, Reviews and Compilations
Timely, accurate and insightful. The auditing and accounting work performed by Forman, Itzkowitz, Berenson, & LaGreca meets the most exacting standards of the profession.
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 achieving 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.
Tax Services
Tax Planning & Preparation
It takes a special kind of person to keep up with today's complex and changing tax regulations. They're meticulous individuals who love solving business puzzles. They help our clients through the maze of tax laws that threatens to overwhelm the less proficient. Our Tax Department takes pride in its ability to implement financial strategies that keep our clients' tax liabilities as low as possible. We're always oriented toward our clients' current challenges while keeping an eye on the effect today's actions will have on tomorrow's situation.
Estate & Trust Tax Preparation
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.
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.
Consulting Services
Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Investment Review
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Estate Planning
Effective estate 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 financial independence during your working years and through your retirement years.
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.
Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Consulting Services
Each and every business decision you make affects your bottom line. We can help you evaluate their financial implications and tax ramifications. We'll help you plan accordingly, then implement the necessary procedures. We're specialists in business consulting. We can help you maximize your profits, restructure your business, and analyze, your operating and control functions. We can also assist you with financing arrangements, review merger and acquisition opportunities, consult regarding human resource issues, and handle business valuations.
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Miscellaneous
Family Business Consulting
Our sponsorship of the Northeastern University Center For Family Business and our position on its advisory board demonstrates our commitment to serving family businesses and understanding their unique challenges.