Atti & Company, CPAs, PLLC offers a wide range of services to our business and individual clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that exceeds expectations. The principals have over 50 cumulative years of experience providing assurance, tax, and other business services.
Our clients currently include companies involved in financial services, professional services, investment management, real estate management, construction, wholesale distribution, not-for-profit organizations as well as individuals, estates and trusts.
Below we have listed the services that we offer to our clients along with a brief description.
As the list 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 a service we provide, we would be more than happy to refer you to a qualified professional.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
* General ledger & financial statement preparation
* Back-office bookkeeping, payroll and data handling services for small businesses and high-wealth individuals
* Electronic payroll services
* Accounting system setup for new businesses
* Personal financial statements
* Probate Court accountings for trusts, guardianships and conservatorships
Audits, Reviews and Compilations
These services represent a substantial portion of our business and are under the direction of one of our principals who was an audit partner with a "Big-Four" public accounting firm for many years. In addition, we offer attestation services including such engagements as validation of financial data and contract compliance.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Our proactive versus reactive approach to tax services has been well-received by our clients. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.
Highly-specialized tax professionals provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
Tax services offered include but are not limited to:
* Tax planning & return preparation
- Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations
* Taxing authority representation
* Divorce and support issues
* Tax effects of buying/selling a business
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
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.
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.
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. The following is just a few of the areas in which we provide consulting services:
* Accounting software selection and implementation
* Type of entity selection
* Buying/selling a business
* Financial & retirement decisions
* Estate, trust & lifetime gift planning
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.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
We successfully partner with investment advisors and pension plan consultants to expand the resources and value to the already comprehensive services we provide.
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We believe that our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
* Mergers & acquisitions/due diligence
* Asset protection
* Investment review
* Cash flow forecasting
* Employee benefit plans
* Expert witness services
Certified QuickBooks Pro Advisor ®
We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.
Bring us your important documents to notarize.