Discover the financial services that help your business grow!
As a business grows, there is typically a need for increased payroll administration. We can assist you in implementing a reliable, efficient payroll system as well as prepare all the necessary payroll taxes in a timely fashion.
Financial statements can be a useful management tool for making financial decisions. We can assist you in preparing financial statements in accordance with industry standards.
Accounting practices have come a long way since the days of ledgers and columnar pads. Computers have clearly revolutionized the way accounting records are kept. After transactions are recorded, they can be sorted, analyzed, summarized and turned into financial statements and annual reports for economic decision-making and help your business grow by managing cash flow, analyzing profitability and using efficient accounting procedures.
Your accounting system should make you comfortable enough so that you can concentrate on running your business instead of trying to stay on top of your books. Depending on the size of your business, the steps involved with basic bookkeeping can be overwhelming. We can manage your business finances and complete your daily or monthly financial record keeping tasks to help keep you on the right track.
We are affiliated with a local respected investment management firm. Whether your investment needs are for retirement, college planning, life insurance or anything you need to plan for, we can lead you through the process.
Through the financial planning process, we can help you assess your financial needs and develop strategies that enable you to strengthen your financial security and achieve your goals.
We can guide you through the complex process of getting your financial affairs in order. Effective estate planning is essential to ensure an orderly transfer of assets to your beneficiaries, provide security for a spouse, and can also reduce or eliminate the tax due on a transfer of a business of other assets. Working in tandem with lawyers and other financial advisors, we help our clients achieve their long-term goals while protecting their assets and preserving their estates.
We can help you build an investment portfolio that takes tax implications into consideration.
We can help you learn about funding options, tax breaks, savings plans and their effect on financial aid for college. Given your current salary and debt obligations, we will help you calculate a realistic budget for college expenses. We have the experience and expertise to guide you through the college planning process.
Gelinas & Company, CPA has a long history of providing tax planning to individuals and businesses with complex tax issues. Our investment in computerized tax preparation software enables us to accurately and efficiently prepare returns for various types of individuals and businesses, including: corporations, partnerships, trusts, estates and non-profit organizations. By keeping current on new tax laws and legislation, we can help our clients minimize their tax burden. Your return is prepared taking full advantage of all legal tax saving opportunities.
When either the IRS or another tax authority questions your returns, you need to be confident that the professional representing you has the skill and experience necessary to deal with the situation. We have vast experience in dealing with various federal and state tax agencies and can ensure our clients are being properly represented.
A business appraisal is performed to determine the value of tangible and intangible assets held by a business or individual. Aside from purchase or sale of a business, there are many reasons for having a business appraisal performed: A merger or acquisition, estate planning or giving, partner or stockholder buy out, divorce proceeding or some other legal requirements are just a few.
- Fully compliant with USPAP and IRS appraisal standards
- Consideration of all appraisal methods under IRS Revenue Ruling 59-60
- Complete documentation and support of appraisal approaches and conclusions, including IRS rulings and applicable Tax Court case precedents
- Fully documented marketability and minority discounts, if applicable
- Full analysis and normalization of up to seven years of financial records
- Income growth forecasting using advanced statistical modeling, if applicable
- Industry-specific and national economic outlook
- Local demographic trend analysis
- Client interview (for financial statement adjustment purposes)
- Fully documented & photographed site visit
- Separate, independent equipment appraisal
- 6 weeks to complete