Our Services
Auditing, Accounting, Tax and Consulting Services
Our CPA firm and Multi-Family-Office (www.foadvisor.com) has been providing personalized auditing, accounting, tax and consulting services to our clients for 30+ years.
By keeping current on new audit and tax laws and regulations, and our strong emphasis on IT-infrastructure/training, we provide our clients with excellent auditing, accounting, tax and consulting expertise and knowledge.
Auditing Services include:
- Audits of private for-profit and not-for-profit businesses
- Participant in the AICPA/NYSSCPA Peer Review Program
- Licensed Members of the New York and Connecticut State Societies of CPAs
Accounting Services include:
- Weekly Bill-Payments services, with monthly account reconciliations and reporting
- Mail processing, Household Payroll processing, Family Office Services
- Bookkeeping (monthly/quarterly/annual),
- General ledger & financial statement preparation
- Business tax return preparation
- Personal financial statements
Tax Services include:
- Tax planning & return preparation for Individuals, Businesses, Estates and Trusts
- Taxing authority representations
- Tax effects of buying/selling a business
Business Valuation, Capital Raising and Consulting Services include:
- Valuations
- M&A support, Debt and Equity financing support - Affiliated Investment Bank - Young America Capital, Member SEC/FINRA/MSRB - URL: www.yacapital.com
- Management consulting