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THE CPA. NEVER UNDERESTIMATE THE VALUE |
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Professional Services At Moceri & Company, P.C., our main area of focus is working with individuals and small to medium sized businesses in the area of financial statements and audits, personal financial planning, tax planning and preparation, investment review and estate planning. The firm serves a wide range of clientele including firms in medicine, retail sales, construction and manufacturing. We know that one of the keys to a successful business is to have accurate and timely accounting information. Our clients receive personalized, quality service in a professional and cost-efficient manner. Let Moceri & Company, P.C provide assistance to you on any of the following services: Tax Planning and Preparation We prepare all required tax returns to assure that you are paying no more tax than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters. Investment Review We act as a sounding board for your investment ideas and suggest the best structure to maximize your after-tax return. Recordkeeping Systems We design recordkeeping and accounting systems to fit your business and personal financial affairs. For our clients who choose QuikBooks we have a certified consultant on staff. Business Problem Solving As you start a business, we help you select the proper organizational structure and secure adequate financing. We work with you and your other advisors to solve your business problems. You receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs. Financial Statements and Audits We can prepare or supervise the preparation of financial statements. Compilation, review, or audited statements can be provided according to your needs. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of a CPA's service to you. Financial and Estate Planning We are your financial consultant, working with you to increase your net worth, then planning with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers, is available to assist you in maximizing benefits for you and your heirs. |
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