Many associate a CPA firm with just tax preparation. Al Zientek, CPA, CFP®, A Professional Corporation, offers much more.
Estate Planning and Services
Estate tax preparation, planning, consultation, and advice.
Financial planning services.
A properly structured financial plan enables a person to face any financial challenge that may present itself at each stage of life. Through the financial planning process, we can help our clients assess their financial needs and develop strategies that will enable them to achieve their goals and strengthen their financial security.
We will act as a sounding board in the development of an investment strategy. We can help build an investment portfolio that takes into consideration the impact of taxes and matches your risk tolerance.
Periodic review of your financial plan will address your goals and concerns during the working years and through the retirement years.
We can advise on areas negatively affecting profitability and growth and help develop solutions that are practical. In addition to acting as a sounding board for management, we provide consultation to enable business owners to develop the strategies to address any issues affecting the business. We also do succession planning. We help small business owners develop and execute the sale of their business, whether for profit, retirement, or in the event of an untimely death.
Business Succession Planning
Effective coordination of the transition of a business to successors is critical to ensure its continued success once the owner is removed from the company's day to day operations. With a solid background in tax and financial matters, we are qualified to address the complex issues of business continuation and can assist in developing a strategy which fits your goals.
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We can help guide a client through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Whether in the process of buying a new business or in the midst of a difficult divorce, the amount attached to the value of a business is important. We can provide advice on the valuation of a business.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate the business's future growth and success.
Tax Consulting and Resources
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual, business, estate, and trust clients with consulting, taxation expertise, and knowledge that they need throughout the year.
Tax planning is an essential element of the tax preparation process. By making tax planning part of the overall business strategy, our clients can use our experience and our access to the most current new developments in the tax laws to minimize both current and future tax liabilities.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare federal and state tax returns for various types of entities including individuals, businesses, estates, and trusts. We utilize Commerce Clearing House tax software which is highly rated and used by the large CPA firms.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to beneficiaries, provides security for the surviving spouse, and can reduce or eliminate the tax due on the transfer of a business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide our clients through the complex process of getting their financial affairs in order.
Certified Quickbooks Pro Advisor
We are a Certified QuickBooks Pro Advisor.
We can notarize important documents for no charge.