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  • Famiglio & Associates - A Professional Accountancy, Tax, & Financial Firm

    When it comes to your finances and time, why be wasteful? Let our experience with helping thousands of businesses and individuals allow you to focus on what you do best. Whether you require a tax advisor that can help you to enjoy what you've worked for, a trusted accountant to help you keep things in good order, or a consultant that will encourage financial growth. Our CPA firm can get you on the right path, and keep you there.  Learn More...

    How We Help

  • Tax Preparation & Planning

    Being prepared for an upcoming tax deadline is relieving, saving you time and money. We've been providing Tax Preparation & Planning services nationally for over 35 years to businesses, individuals, and other CPAs who depend on our experience, knowledge, and contacts.

    If I had six hours to chop down a tree, I'd spend the first hour sharpening the ax Abraham Lincoln

    Tax Planning

  • Like Any Other Entity, Businesses Go Though Stages of Life:

    1. Planning the Tax Structure & Creation of the Entitiy
    2. Maintenance Tax & Accounting
    3. Your Exit Strategy

    At all of these points, our clients have selected us as their guides. Our CPA Firm will help you make the most of your time and effort.

    New Business Creation, CPA, Tax, and Accounting

    Business Solutions

  • Finally - Investment Advisors that Understand the Tax Consequences

    In the current financial and tax environment, too many "sound investment strategies" steer you into regrettable and avoidable tax situations. If you need better tax advice with your:

    Investments
    Estate Planning
    Employee Benefits Planning
    Creative Pension & Retirement Plan Consulting

    Please Contact Us, or See George V. Famiglio & Associates - HD Vest

    Financial Services

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Limited Liability Companies (LLCs)

Starting a new LLC or Limited Liability Company Shields

The decision to start your own business is a great step in life, and we are here to help. To be successful entrepreneurs need:

  • A great service or product to provide to the public
  • Guidance to find the intelligent way to structure the business

Poorly thought out business structures, often a "Schedule C", can have taxes drain the life out of the core business, and expose the investors other assets to dangerous external liabilities. Fortunately, we have a tool that gives us great flexibility — the Limited Liability Company.

Walkthrough - Document Access Portal

Frankly, email is a poor and non-secure method to transfer files. To help serve you better, we are offering Document Access to all of our clients.

By logging in, you'll be able to download your tax returns, financial statements, et cetera. Additionally you can send us your organizers, bank statements, and QuickBooks files all in a quick, secure manner, and the system will notify us that it is available.

We've been working hard to ensure that all our clients are quickly setup on the system, if you have not received your welcome email yet, or would like to give an assistant access to your files as well, tell us by clicking here, and we'll set you up right away.

If you have already received the welcome emails, simply click the menu link on the right, 'Document Access', and if prompted install Microsoft's Silverlight. All modern browsers on Windows or Mac OS X are supported.

"The Entrepreneur's Show" Radio Interview of George Famiglio CPA

George was interviewed by http://www.theentrepreneursshow.com and discussed the state of the economy, the history and ideals of our firm, tax preparation, and how we help our clients grow. Listen in, or read the transcript:

George Famiglio CPA Radio Interview

Host:   Alright, well, with a very warm welcome let’s introduce George Famiglio of Famiglio & Associates and, George, could you say hi to our folks and could you give us some information on what you do...

Records Retention Guidelines

Permanent File:

• Audit reports
• Cap, stock & bond records: ledger transfer registers, stubs showing issues, record of interest coupons options, etc
• Cash books
• Charts of accounts
• Checks (canceled for important payments i.e. taxes, purchases of property special contracts, etc. checks should be filed with the papers pertaining to the underlying transaction)
• Contracts, mortgages, notes & leases (While Active)

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