| 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. |
| (Click Service Title For Details) |
| Accounting Services |
| 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
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| 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. |
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| Tax Services |
| 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 |
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| Consulting Services |
| 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 |
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| Investment Review |
| 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. |
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| Retirement Planning |
| 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. |
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| Other Services |
| 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 |
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