We offer services to clients in three main areas

• Taxes
• Accounting and auditing
• Management advisory services

Taxes

We take a proactive approach to tax services by keeping current on new tax laws and legislation.  As a result, we are able to identify key tax planning opportunities.  Tax services offered include, but are not limited to:

Tax planning and return preparation:

• Individuals
• Partnerships
• LLCs/LLPs
• Corporations
• Estates, trusts and gifts
• Not-for-profit organizations

IRS representation

Transaction analysis (e.g., buying/selling/terminating a business, like-kind exchanges, etc.)

Depreciation and fixed asset acquisition analysis

Entity selection

Divorce and support consulting

Retirement planning

Accounting and Auditing

Our organization performs all of the professional services usually identified with public accounting firms, including:

Audits of financial statements

Reviews and compilations of financial statements

Internal control reviews

Cash flow projections and budgeting

Bookkeeping (monthly/quarterly/annually)

Accounting system set-up

Personal financial statements

Litigation support

Agreed-upon procedures reports

Due diligence reports relating to proposed acquisitions

Management Advisory Services

We provide these services as an adjunct to both our accounting and tax services in order to assist clients in areas of efficiency and profitability.

Copyright 2005 Stephen M. Berman & Associates, LLC   All Rights reserved