Tax Management
At Tannenbaum & Company, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Tannenbaum & Company, P.C.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
- General ledger and financial statement preparation
- Bookkeeping (monthly, quarterly, or annual)
- Accounting system setup and support
- Cash flow budgeting and forecasting
- Personal financial statements
- Corporate tax planning and return preparation
Audits
Tannenbaum & Company, P.C. provides in-depth audit services for local individuals and businesses. Our financial statement services comprise all three levels of assurance depending on your company's needs.
Audits
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.
Reviews
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Financial Statements
Tannenbaum & Company, P.C. provides preparation and review of financial statements for individuals and businesses. Accurate financial statements are essential for making informed business decisions, securing financing, and meeting regulatory requirements. We work closely with our clients to ensure their financial statements are accurate, complete, and presented in accordance with applicable standards.
Financial Planning
Tannenbaum & Company, P.C.'s goal is to help you reach your financial goals and maintain financial viability in the present while taking a proactive approach to achieve future goals. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
CPA Consulting
At Tannenbaum & Company, P.C., we focus on building close client relationships that add long-term value. Our certified public accountant consulting services include assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing procedures that take advantage of changes in the marketplace, accounting standards, and tax law.
Business Valuation
The range of needs for valuing businesses continues to widen, and Tannenbaum & Company, P.C. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Steve Tannenbaum has evaluated commercial enterprises and actively participated in negotiations relative to business acquisition and reorganization, restructuring, and dissolution. He has significant experience with clients engaged in manufacturing, wholesale and retail sales, construction, mortgage banking, professional practices, and commercial and residential real estate.
Expert Witness Testimony
Steve Tannenbaum has testified as an expert witness in Federal, District and County Courts. Our litigation support services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. With our professional training in this matter, we can make sense of financial records and transactions and get to your bottom line.