FORGIONE ACCOUNTING & TAX SERVICES, INC.

Services

FORGIONE SERVICES | LAW SERVICES | CPA SERVICES | INSURANCE SERVICES | MORTGAGES | REAL ESTATE

Tax Preparation
Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

Payroll Services
Our firm offers a highly personalized, professional payroll service specifically designed for your business. Over the years we have strived to offer our clients the highest quality professional services with the utmost personal care. You will find the same level of unsurpassed commitment from us in satisfying your payroll needs. You will also benefit from the overall professional acumen of our firm and our intimate knowledge of your total financial picture.

Accounting & Auditing
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

• Online Accounting Relief
  We also offer Accounting Relief, an ideal accounting package that lets you collaborate with us by entering checks, deposits, or bookkeeping transactions on the same system we then use to analyze your trial balance and prepare your financials. We are able to customize this system for your benefit, so that it provides an ideal comfort level depending on your needs and your background in accounting. Because this system is Internet-based, both of us can log in to it securely, without the cumbersome process of transferring data back and forth between your computer and ours.

Business Consulting
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include investment counseling, retirement planning, college funding, estate planning, and many more.