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Accurate and timely accounting information is a necessity for any successful business. Ballezzi & Associates, P.C., CPAs can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service.
We offer the following:
- Tax Planning and Tax Return Preparation Services
- Accounting Services
- Business Valuation Services
- Financial Planning Services
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Tax Planning and Return Preparation Services:
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.
We Are Your Tax Advocate:
We are there for you in the Preparation and Planning of Individual Tax Returns - Federal and All States. Corporate Tax Returns - Regular and "S" Corporations. Limited Liability Company Returns. Partnership Returns. Estate and Gift Tax Returns.
Your Accounting Department:
We are there for you to help develop proper accounting records for your business & train accounting personnel. For small businesses, set- up, install and train on Quickbooks Accounting Software. Payroll consulting and preparation services. For new business start-ups wanting to minimize or eliminate the in-house frustrations of bookkeeping, we will handle all financial functions at our office and provide management with internet access to your company Quickbook system, records and reports.
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns by working with our contacts at ADP and Paychex.
Business Valuation Services:
ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.
Your Personal Financial Officer:
We will provide you with financial peace of mind by reviewing your life goals and providing a financial blueprint on methods of achieving them. We will present ideas that will save you income and estate taxes, and help you save for major milestones like college education for your children and a comfortable retirement for yourself.
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting
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