Tax Services
When it comes to tax planning, clients need more than technical guidance from their service advisors. They need a firm that combines technical knowledge with a personal commitment to client service and a unique understanding of client needs.
The Weiss Group has diverse expertise in handling tax planning and preparation issues. In addition to providing preparation services, our clients frequently rely on us to handle notices and assessments from the IRS and state revenue departments. Our experience working with these agencies allows us to provide our clients with a better understanding of the latest compliance issues.
Listing of Tax Services
- Individual & Business Tax Planning & Consulting
- Estate & Trusts Tax Planning
- Individual, Business, and Estate Tax Return Preparation
- Non-profit Planning & Compliance Consulting (Preparing Form 990)
- Federal & State Agency Compliance Services
- Research & Development Tax Credit Analysis
- Fixed Asset Planning & Cost Segregation
- Review of Prior Years Tax Returns
Business Consulting
Our Business Consulting practice encompasses both the business valuations and reviews of entity formation and organization.
Company valuations are becoming a more complex task due to the increase in accounting regulations and hybrid business transactions. It is imperative to retain a valuation professional that understands your business and can guide you through the complexities of the valuation process. The Weiss Group has the experience and the knowledge to help Identify the drivers of value in businesses, securities, and assets.
One of the most overlooked areas of a new small business is the formation and organization of the entity. Start-up companies either get bad advice or no advice when determining the accounting and legal consequences of an entity type. The Weiss Group provides consulting services to help clients understand the full picture in order to make an informed decision on the formation of the organization.
Listing of Business Consulting Services
- Business Valuations
- Entity Formation & Organization
- Assist in Due Diligence for Acquiring & Selling Businesses
- Transaction Analysis
Assurance Services
At The Weiss Group we provide customized assurance services for our clients.
All of our assurance services will ensure that our clients’ financial statements meet the complex regulatory and business requirements under which they operate. This includes for-profit and not-for-profit.
Today’s business environment is very demanding on the small business owner. Banks are less willing to loan funds and are requiring more small business owners to generate independently prepared financial statement compilations. The principals at The Weiss Group have a diverse business background and first-hand experience in procuring bank financing for business acquisitions. This experience allows for developing the most effective financial statements and projections for each client’s situation.
Listing of Assurance Services
- Compilations & Reviews
- Forensic Accounting
- Financial Statement projections
- Personal Financial Statements
- For-Profit Financial Reporting
Bookkeeping/Payroll
The Weiss Group can provide payroll solutions for your business needs. We can process your payroll and provide clear and straightforward monthly statements, including Quickbook output to easily import into your accounting system.
Our payroll processing can take care of your monthly, quarterly, and annual payroll returns while also processing employee W-2’s and 1099’s.
In addition to payroll processing, we have staff that are trained in Quickbooks and can assist in the set-up of your company books or provide consulting assistance for accounting errors.
Listing of Bookkeeping/Payroll Services
- Payroll Processing
- Monthly, Quarterly, & Annual Payroll Returns
- Quickbooks Consulting & Bookkeeping Services