Welcome. We are a full-service firm of CPA's , Accountants, and Administrative Personnel dedicated to providing the best service possible. We serve a diverse clientel of individuals and small to mid-size businesses. Our businss philosphy has evolved into finding creative, yet practical solutions to client problems. No challenge is too great in serving our clients. The size of our firm allows us to give unique, personalized services, tailored to our client needs.
Services we provide:
Tax: Personal and Business Tax advice, Tax returns for Individuals, Corporations, LLC's, Partnerships, S-Corporations, Non-Profits, Trusts and Estates. Tax planning and tax-saving strategies. Client representation before the IRS including IRS Audits and Appeals.
Estate Planning: Minimization of Estate and Inheritance taxes, Estate Valuation, Gift Tax Planning, Retirement Planning.
Business Valuations: For Purchase or Sale, Estate and Gift Tax, Mergers and Acquisitions, Succession Planning. A CPA with over 30 years experience, Alfred J. Bonoldi holds the designation of Certified Valuation Analyst issued by NACVA, National Association of Certified Valuation Analysts. Businesses valued - Manufacturers, Retailers, Construction Management. Entities valued - Corporations, S-Corps, Partnerships, LLC's, LLP's, Sole Proprietorships.
Small Business Consultant: Compilation and Review Services, Financial Statements, Accounting and Bookkeeping Services, Financial Projections, Business Succession Planning, Starting a business, Purchase and Sale of a Business, Startups, Corporations, LLC's and Partnerships, Cashflow Planning and Control.