C Adducci Maher, PC offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. 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.
Consulting Services
A Better Exit
We strive to offer a wide range of accounting and tax services to our clients that provides reliable information and value. Over the years we have worked with our clients from start-up to expansion to transition through sale or retirement. Every business has a life cycle. For most business owners, their company is the primary source of their income and largest financial asset. It is a large part of their identity as they invest significant time and resources to its development. Successfully transitioning the business to a third-party or to insiders can be challenging and complex. We have found that advanced planning significantly impacts the value and success of a business transition. Consequently, we have committed time and resources to provide a comprehensive exit planning process for our clients. We are pleased to announce that we are ready to assist you in this next stage through “A BETTER EXIT”.
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.
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.
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
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Value Drive Report
For those business owners at any stage we have available the “VALUE DRIVER REPORT”. The value driver provides a customized process to set specific priorities and identifies action steps by areas of interest on which to focus your efforts to build value for your company
Accounting Services
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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
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.
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
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.
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
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
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.
Other Services
Professional Seminars, Publications and Presentations
We provide customized workshops to assist our clients and the community in business development and tax planning.
Some recent education programs and presentations include:
- “Tax Issues of a Small Business – Parts I and II”
- "Tips for Vacation Home Owners and Home Office Deductions"
- "Family Partnership Planning"
- "Executive Compensation Planning"
- "Understanding Financial Statements"
- “How to Manage Cash”
- “Income Tax for Seniors”
- Senior Connections workshops
- “501(c)(3) Fundraising Primer”
- “Doing Well by Doing Good – Introduction to Charitable Estate Planning”
- “The Dynasty IRA Design”
- “Tax Issues of Insurance Companies in Liquidation”
- Instructor, Small Business Management Program, Community College of Aurora
- Contributing author Auditing On-line, Regis University School of Professional Studies
- Guest speaker, NAIC Conference, Austin, Texas