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Accurate and timely tax and accounting information is a necessity for any successful individual or business. Goldstein, Zugman, Weinstein & Poole, LLC can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. Our services include but are not limited to the following:


Tax Planning & Preparation

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently enacted tax laws. Our assistance includes but is not limited to the following:

  • Individuals
  • Corporations
  • Partnerships
  • Trusts
  • Estates
  • Foundations
  • Non-Profit Organizations
  • Entity Selection

IRS Representation

Professional representation can be vital during a tax examination, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Assurance Services

We offer financial statement services that comprise various levels of assurance depending on your company's needs.

Audits

An audit offers the highest level of assurance, and includes an in-depth examination of accounting system controls and confirmation of account balances, inventories, and other selected transactions. We then document our opinion as to whether the financial statements are fairly presented in conformity with generally accepting accounting principles.

In addition to traditional audit engagements, we perform audits for service organizations' controls. These audits are done in accordance with Statement on Standards for Attestation Engagements, Number 16 (SSAE 16) and are also known as SOC 1 and SOC 2 audits.

Reviews

A review provides limited assurance to outside interests and involves inquiries and analytical procedures as well as the identification of items requiring further analysis. Our reviews are conducted in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants.

Compilations

A compilation is based upon information provided by a company's management. A compilation does not offer assurance but may involve some adjustment to the accounting records. Our compilations are conducted in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants.

Agreed Upon Procedures

An agreed upon procedures engagement is one in which we are engaged by a client to perform specific procedures, agreed upon by any parties involved, on financial and/or nonfinancial information and report our findings. This offers great flexibility to the accounting services that can be provided. We do not perform an examination nor do we provide an opinion. Rather we report on the procedures and findings.

Financial Planning

Effective management of financial affairs requires extensive knowledge, organization and constant vigilance. We provide a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of our clients by providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our assistance includes but is not limited to the following:

  • Investment consulting
  • Retirement planning
  • Business succession planning
  • Buy/sell transactions
  • Insurance Analysis

Business Valuation

The range of needs for valuing businesses continues to widen, and we can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have any interest. Uses for this service include estate planning and compliance, gifting, buying and selling businesses, divorce matters, family limited partnerships and ESOP's. Our expertise can assist you evaluating entities that you have an interest in and guide you towards making business decisions that you feel confident with. We have Certified Valuation Analysts on staff to provide you with the highest in professional capabilities and prepare certified valuation reports.

General Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate recordkeeping and reporting as well as support on a myriad of financial issues. Our general accounting services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements

Technology Consulting

We can assist you in the selection and implementation of a wide array of hardware and software choices that are available to you in today's market. Using our knowledge from our experience, we can help to smooth the implementation of new technologies within your company to ensure the continuing and successful operation of your business. We don't just help you use new hardware and software, we help you use it more efficiently and effectively.

For example, QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, set up and use it properly. We can assist you in the installation, set up, support and review of data.


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