If you are looking for a tax preparer or financial planner who will focus on your individual needs, and will treat you like a member of the family, then look no further. I offer a full range of professional services and give you the personal attention that you deserve.
I will thoroughly and conscientiously study your personal situation. I tailor my advice to your
Tax Preparation & Planning
Every year there are changes to the tax code that are likely to affect you. It is important for you to have a professional who regularly takes courses to keep up to date with the latest tax laws. I am that person. I have passed tests that demonstrate proficiency in the tax code.
My tax preparation services guarantee that I will help maximize refunds. I will look for any extra deductions, tax benefits and credits you might qualify for. After I complete your tax return, I will discuss a plan for you to help reduce your tax liability for the next year.
It is important to have a financial plan for major events that affect you and your family. These events include purchasing a home, purchasing a car, sending your children to college and retirement planning. You may want to have professional help when it comes to this type of financial planning.
With a tax expert at your side, you’ll be able to know your financial position and act accordingly. The services I provide in this area coincide with issues related to finding credits and deductions when preparing your taxes.
You can learn more about family financial planning by contacting me at Joseph Behrman Tax Preparation Services, in Merrick, N.Y.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
IRS letters and audits can be intimidating. If you or your business receive a letter or are subject to an audit, I can bring my years of experience dealing with tax matters to insure that you are properly represented when dealing with the IRS and other tax authorities. Often, the situation requires that the taxpayer prepare a letter with documentation regarding specific tax items on the tax return. I will always be available to handle this in a stress free manner so that you can continue to focus on other matters in your life.
Small Business Startup
If you are planning on starting a small business, there are many financial issues to consider: bookkeeping, payroll, tax codes, and capital to name a few. The list of responsibilities can be overwhelming. Generally a new business owner is most concerned with developing and marketing the business. I have the knowledge and expertise to help small business owners with establishing a financial system to insure success. I am familiar with the potential financial pitfalls a startup will face.
So call me today and let me help you handle your financial statements. I can offer payroll services, financial planning and accounting services to help you become and remain profitable.
Keeping accurate financial records is mandatory for tax purposes. But it is also necessary in order for you to gauge how successful your business is. I can review your bookkeeping system to see that it provides you the information needed to measure profitability, track expenses and complete accurate tax returns. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Entity Selection
The business entity: LLP, LLC, Sole Proprietorship, Partnership, S Corporation, etc. that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Audits, Reviews, and Compilations
Auditing, reviewing and helping you compile financial statements are a core part of my service to your business. It is important that you be able to track your best income sources and discover how to maintain the lowest expenses so that you are successful. I will deliver or help you develop financial statements that provide you with the information to make good decisions to grow your business. I will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Financial statements are not only necessary for completing tax returns. They also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Management Advisory Services
In order for you to be successful you need to be efficient and effective when operating your business. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact my office to learn about the full range of services I provide.
Dealing with payroll and the tax issues associated with labor expenses can be very time consuming. This is time you would rather spend making money. For this reason you probably want to hire accounting and payroll services.
A tax advisor will be able to help you when it comes to taking care of payroll services and related issues. The tax codes tend to be complicated and it is best to have an expert guide you through them. Contact me at Joseph Behrman Tax Preparation Services in Merrick, NY to learn more about how professional tax preparation services can help you with the tax reporting of payroll.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations. I will prepare your sales tax returns in an efficient and timely manner.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.