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Practice Areas

Our practice consists of and offers a wide variety of services. Please take a look and see what we can do for you.

Tax Services

 

 

Change and complexity seem like the only constants in tax policy. A+ Financial Services, LLC monitors these developments to provide businesses and individuals with precise, timely tax counsel on federal, state, local and international tax matters related to:

  • ​Tax Planning for High Income Individuals

  • ​Closely Held Businesses

  • ​Trusts, Estates and Gift Issues

  • ​Exempt Organizations and Analysis and Reporting of UBIT

  • ​Transition Planning

  • ​Compensation and Employee Benefits

  • ​International Tax, IC Disc and Other Export Incentives

  • ​State & Local Tax (S.A.L.T.)

  • ​International Tax Services

 

Tax credits and deductions?

Are you or your business taking full advantage of government sponsored tax programs? For example:

  • ​1031 Exchanges: Clients selling property used in their trade, business or as an investment can defer payment of taxes on the gain with careful planning.

  • ​Research and Development Credits: Most businesses invest in product or process improvements; companies can recapture a percentage of those dollars and reinvest them back into the business.

  • ​Cost Segregation Studies: Cost segregation studies are one of the most valuable tax strategies available for commercial real estate owners. Cost segregation can increase cash flow through tax accelerated depreciation of construction costs or purchase price.

  • ​Domestic Production Activities Deduction (DPAD): Businesses engaged in qualified production activities are eligible for a tax deduction of 9% in 2010.

  • ​Energy Efficient Building Tax Credits: Companies that renovate and install energy efficient materials may be eligible for a per square foot deduction and faster write-offs.

Accounting Services

 

Through expertise and strong work ethic, our Accounting Service Division has earned the trust of our clients. Long term business relationships are a testament to our work.

A+ Financials' accounting services include, but are not limited to, the following:

  • ​On-site Monthly and Quarterly Accounting Services

  • ​Confidential General Ledger Maintenance

  • ​Accounting "Clean Up" of QuickBooks® and Other Popular Accounting Software Files

  • ​Payroll and Sales Tax Return Preparation

  • ​Financial Statement Preparation, Review and Analysis

  • ​Business and Personal Tax Planning

  • ​W-2 and 1099 Preparation

  • ​Annual Report Service

 

Clients benefit from A+ Financial Services full-service accounting, tax, technology and business consulting expertise to help them manage, grow and transition their business.

 

Have you seen your accountant lately?

 
 
Consulting & Advisory Services

 

 

Determining the best approach to improve your company’s long term growth can be a difficult proposition. With an ever-growing list of rules and regulations, expanding financial markets, and fierce competition, navigating a path to success is more complex and economically perilous than ever before. Too often companies follow the latest trends to stay ahead, rather than taking the time to base their growth strategies on the facts available.

A+ Financial Services, LLC's Consulting Group helps its clients make sense of their financial data with the intent of improving efficiencies, identifying hidden opportunities, and establishing a greater understanding of their long-term value. We provide customized support for our clients because our process begins with ascertaining your goals, reviewing your current business environment and recommending the right solution. Our number one priority is to give you the information you want, at your fingertips, so you can make qualified decisions.

 

Start-up Business Assistance

 

 

Making the choice to start-up a new business can be both exciting and overwhelming and you shouldn't try to do it alone. Let us assist you to make all of the right decisions...

  • Formulate a Business Plan

  • Filing of Required Tax Forms

  • Obtaining a FEIN

  • Guidance on Entity Choices

  • Payroll Set-up

  • State Required Licensing

  • Sales Tax Certification/Registration

  • Small Business Professional Referrals

Valuation & Transition Planning

 

Knowledge is power when it comes to understanding the value of a business or property. Whether it is for a business acquisition, an exit strategy for retirement, or a divorce property settlement, having the right information on hand can mean a world of difference when it comes to planning your future. A+ Financial Services, LLC can assist you when making one of the most critical and complex decisions of your life. We help our clients take a proactive approach, so they have all of the relevant information on hand before a decision needs to be made.

  • Valuations

  • Transition Planning

  • Acquisition Assistance

  • Divorce Assistance

Payroll

 

 

As a leading payroll provider, we offer comprehensive solutions designed to fit your business. Our knowledgeable and experienced staff offers confidential and reliable assistance for every aspect of payroll.  Count on us to deliver accurate & timely payrolls while accommodating your unique needs.  From meeting your basic payroll requirements to customizing management reports, offering software solutions and/or tax pay and file services, we can do it all or whatever portion you choose to delegate.

 

Bookkeeping

 

 

We work with all bookkeeping applications from Quickbooks, Xero, SAP, Datafaction, Sage 50, Wave Accounting, Freshbooks, Accountedge and others. When a new app comes to market we train to use it. We are always on the cutting edge to save you time and money! Be it simply to review, weekly/monthly entry or training, we can be there to help.

 

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