As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Other Services

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Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

Bankruptcies

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

Accounting Services

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

Audits, Reviews and Compilations

These refer to the type of report a CPA issues after examining a set of financial statements. Each report provides a different level of assurance to management and other readers of an organization's financial statements. In many states only a CPA can issue an audit or review report.

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Tax Services

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Tax Services

You need a CPA to balance the requirements of tax compliance with the ingenuity of innovative tax planning, tax reporting and tax representation before the Internal Revenue Service (IRS) and other taxing authorities. Our professionals are ready, willing and able to apply their expertise to your unique situation. We provide these services to individuals, partnerships, corporations, non-profit organizations, estates, trusts and qualified retirement plans. We pride ourselves on "before the fact" tax planning when we can do the most to minimize your tax liability.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

There is a burden associated with payroll processing and payroll reporting. As certified public accountants, we relieve you of that burden by assisting in preparing all the reports required by the Federal, state and local government agencies.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Consulting Services

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Type of entity selection

*Business valuations

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Computer Consulting

Our management consultants assist clients in competing in a highly technological and rapidly changing information age by allowing for faster and more accurate processing of information by utilizing the latest tools for hardware and software implementation.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

We provide you with tools to assess your financial position, to interpret and add value to a wide range of financial information, and to apply techniques that will help improve your net worth. We provide estate and trust planning, retirement planning, office systems and controls, insurance reviews, profit sharing and pension plan design and implementation, and review of employment agreements to help in planning your present and future.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Management Advisory Services

We offer advice to organizations on management, performance and efficient operational issues. We advise our clients in areas such as business start-up, loan packaging, business structuring, formation of organization, creation of organizational documents, business plans, budgeting and forecasting.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Miscellaneous

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Services to Real Estate Industry and Developers

We assist in budgeting, transaction structuring, tax free exchanges, tax return preparation for all types of real estate entities.

Services to Medical Practices

General Accounting The first obligation of any accountant is to timely report financial information including the results of operations and the financial position of the practice on a timely basis. This function is the cornerstone of all ongoing services performed by your accountant and other business advisors. Liptz, Roberts & Marquez has established a division of our firm to meet these needs. In addition, our medical practice division is knowledgeable and ready to meet your other ongoing business needs including: · Compiled Financial Statements · Payroll Tax Returns · Annual Reports · Personal Property Tax Returns

Income Tax Services to Medical Professionals

We pride ourselves in planning tax occurrences at the business and personal levels before they occur. In this way action can be taken in advance to plan, reduce or defer tax liabilities.

Health Care Consulting

With the national system shifting to a managed care approach, health care providers face a staggering number of financial management issues. As the parameters of the new system evolve, individual providers are concerned about cost reductions and continued participation in managed care.

Liptz, Roberts & Marquez assists physicians and other health care providers with a variety of practice management matters. Recognizing that each practice is different, with varying specialties, diverse management styles and physician personalities, we address individual needs and goals.

We are particularly well-versed in issues such as third-party billings and tax and investment concerns unique to physicians. Our extensive health care resources include surveys and statistics on salaries and practice profitability. We also have an established network of health care lawyers and consultants specializing in billing, revenue enhancement and computer systems.

Our health care consulting services include:

· establishing overhead and cash flow budgets · assessing practice profitability and productivity · addressing practice purchase, sale calculation and succession issues · instituting billing and collection procedures · assisting with financing options and loan packages · assisting with equipment acquisitions and leases · analyzing accounts receivable levels · evaluation of revenue center costs/benefits · consulting on technology and system installation · evaluating internal controls

Information System Consultation and Implementation

The boom in the computer industry and related high-technology fields continues at a rapid pace, bringing with it a myriad of new services and technologies. To remain competitive, businesses of all types and sizes must implement such innovations effectively and efficiently, but the sheer volume of options and rate of change can be overwhelming. Liptz, Roberts & Marquez assists in your computer-related decisions. We guide you in evaluating your company’s technology needs based on your business plan and budget. We offer information system consulting for your accounting, billing and records hardware and software. We also assist in implementing these new data systems.

Our information system services include:

· new business computer selection and implementation · upgrade assistance and new system integration · transition assistance to more sophisticated data · management systems · ongoing analysis and support of information systems · hands-on training

Qualified Retirement Plans

Employees place a high priority on benefits, so in today’s competitive market you need to offer an attractive benefits package not only to recruit, but also to retain quality employees. A qualified retirement plan is a key component of your benefits package.

Liptz, Roberts & Marquez provides comprehensive administration services for approximately 100 qualified retirement plans. From plan design to government reporting, our knowledgeable staff is trained to provide timely, high-quality services to employers of all sizes.

We assist companies in designing and administering 401(k), profit sharing, pension and defined benefit plans. Our tax and business backgrounds give us an advantage in helping you choose the plan that best fits your specific needs while maximizing your benefits as company owner.

Our plan administration services include:

· plan design and installation · plan recordkeeping and valuation · administrator’s reports and employee certificates · compliance testing · government reporting · calculation of benefits · loan and distribution processing · trustee liability considerations · investment consulting and performance analysis

General Accounting

We give you guidance in maintaining the kinds of accounting information for monitoring business performance and for business decision making. Alternatively, we maintain that information for you and provide you with complete reports, thereby relieving you of the work and staffing required to generate such vital information. Our CPAs can prepare your financial statements, set up your accounting records on your computer, or assist in processing your day-to-day transactions.