How
We Can Help
As your financial advisors, we get an x-ray into your business or personal accounts. Thus, in the same way that a doctor or nutritionist takes care of the physical health, we as your accountants can recommend and help you put into practice strategies for your financial health. Click on a category below to find more information:
As your financial advisors, we get an x-ray into your business or personal accounts. Thus, in the same way that a doctor or nutritionist takes care of the physical health, we as your accountants can recommend and help you put into practice strategies for your financial health. Click on a category below to find more information:
Tax Planning & Tax Preparation
"If I had six hours to chop down a tree, I'd
spend the first hour sharpening the ax."
- Abraham Lincoln
Being prepared for an upcoming tax deadline is relieving, saving you time and money. Additionally, with our premier tax planning you can intelligently position your assets so you can maximize growth and minimize expense. We've been providing these services for over 35 years to businesses, individuals, and other CPAs who depend on our experience, knowledge, and contacts.
- Abraham Lincoln
Being prepared for an upcoming tax deadline is relieving, saving you time and money. Additionally, with our premier tax planning you can intelligently position your assets so you can maximize growth and minimize expense. We've been providing these services for over 35 years to businesses, individuals, and other CPAs who depend on our experience, knowledge, and contacts.
Small Business Accounting & Profit Management
By letting us handle your bookkeeping needs,
you can be assured that things will be handled correctly and that
our advice can help you maximize your profit and growth.
Financial Planning
Please See George V. Famiglio & Associates - HD
Vest
For More Information about:
• Insurance planning
• Employee benefits planning
• Investment planning
• Income tax planning
• Retirement planning
• Estate planning
• Creative Pension & Retirement Plan Consulting
Or give us a call:
800.433.4272
941.957.0775
For More Information about:
• Insurance planning
• Employee benefits planning
• Investment planning
• Income tax planning
• Retirement planning
• Estate planning
• Creative Pension & Retirement Plan Consulting
Or give us a call:
800.433.4272
941.957.0775
Federal & State Income Tax Preparation
“The hardest thing in the world to
understand is the income tax”
- Albert Einstein
Fifty states, and fifty ways of doing things. Plus the complexities of doing business in multiple states? Not a problem—we've been doing it for years. We're not interested in restricting our boundaries and neither should you.
- Albert Einstein
Fifty states, and fifty ways of doing things. Plus the complexities of doing business in multiple states? Not a problem—we've been doing it for years. We're not interested in restricting our boundaries and neither should you.
Canadian / International Tax Matters
International tax matters can be subtle and
require advanced skill and knowledge. Because of these difficulties
many firms shy away from doing international work.
But why would we be interested in turning away some of our most interesting and loyal clients? We definitely are not.
We are proud of our clients and the tax savings that we have brought them over the years.
But why would we be interested in turning away some of our most interesting and loyal clients? We definitely are not.
We are proud of our clients and the tax savings that we have brought them over the years.
Quickbooks Consulting
While we can work with any accounting
package, we encourage most of our businesses to use QuickBooks.
But, sometimes more is needed than simply a suggestion. We can help
you to properly reorganize your QuickBooks file, neaten it up, and
share our experience, making QuickBooks easier and more useful.
Remote Support & Assistance
"A good sketch is better than a long
speech."
- Napoleon
In other words, communication requires visualization. While many questions can be resolved with a simple telephone call, others require a "sketch."
We give our clients the option to initiate a remote desktop session with our consultants so that we can see what you see. Additionally with your consent, we can interact with your desktop, walking you through that Quickbooks export, or perhaps running a specific report.
For more information, call us. You'll find the application that you need on our Downloads & Forms page under Remote Support & Assistance.
- Napoleon
In other words, communication requires visualization. While many questions can be resolved with a simple telephone call, others require a "sketch."
We give our clients the option to initiate a remote desktop session with our consultants so that we can see what you see. Additionally with your consent, we can interact with your desktop, walking you through that Quickbooks export, or perhaps running a specific report.
For more information, call us. You'll find the application that you need on our Downloads & Forms page under Remote Support & Assistance.
Business Sale & Acquisition Analysis
Interested in moving on to something more
profitable? Worried about getting aboard a sinking ship? We can
make the process as smooth as possible with our consulting and
planning services.
Asset Protection Planning & Privacy Management
The fear of losing assets is a growing
concern that many have and while your CPA needs to know We have
been advising our clients how to diversify and protect their assets
for years.
One size definitely does not fit all when it comes to structuring great asset protection, let us taylor something specifically for you.
One size definitely does not fit all when it comes to structuring great asset protection, let us taylor something specifically for you.
IRS Negotiations
"Never cut what you can untie."
- Joseph Joubert
So, you've received notice from the IRS that you owe them an unsettling amount? The agency allows negotiations and payment plans that not all are aware of. You don't need to panic, you need a sound representative. We can help.
- Joseph Joubert
So, you've received notice from the IRS that you owe them an unsettling amount? The agency allows negotiations and payment plans that not all are aware of. You don't need to panic, you need a sound representative. We can help.
Late Returns
Procrastination isn't something that anyone
is proud of, let us help you kick the habit. Filing your returns
late can have large legal ramifications if you were to put it off
indefinitely. Don't feel like your trapped, we can help you work
things out.
Estate & Trust Planning
Death and Taxes may be certain, but they
don't have to go together.
Plan smart and the inevitable will not be a fiscal nightmare for your friends and family.
Plan smart and the inevitable will not be a fiscal nightmare for your friends and family.
Advanced CPA Consulting Services
For Other
Professionals:
So, your (financial, legal, or other specialty) practice has come across a client that is in a difficult or abstract tax situation? Perhaps you need need to consult a CPA in the United States for an international client?
Give us a call—Famiglio and Associates is qualified to sucessfully handle challenges and love helping others in our field.
So, your (financial, legal, or other specialty) practice has come across a client that is in a difficult or abstract tax situation? Perhaps you need need to consult a CPA in the United States for an international client?
Give us a call—Famiglio and Associates is qualified to sucessfully handle challenges and love helping others in our field.