| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. |
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| Planning, Compliance and Consulting |
| • Tax planning and compliance for individuals, corporations, partnerships, LLCs/ LLPs, estates, trusts & gifts, and not-for-profit organizations
• Business entity selection
• Issues arising from buying or selling a business
• Retirement planning
• Pension and profit sharing plan evaluation and selection
• Marital dissolution and related issues |
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| Estate Planning |
| • Comprehensive estate plan design
• Orderly transfer of assets to beneficiaries
• Security for a surviving spouse and/or other heirs
• Reduction or elimination of the tax due on the transfer of business and/or other assets
• Business continuity and ownership succession
• Guidance through complex process of organizing financial affairs |
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| Tax Authority Representation |
| • Federal and state income tax audits, negotiations and settlements
• Appeals and collections
• Sales and use tax controversies |
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| Business Succession Planning |
| • Strategic planning
• Business transition coordination
• Business continuation
• Related tax planning and compliance |
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| Accounting Services |
| • General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Sales & Use and business property tax return preparation |
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| Audit, Review and SEC-Related Services |
| LEVITZACKS is a voluntary member of the American Institute of Certified Public Accountants' Center for Public Company Audit Firms, formerly known as the SEC Practice Section. All firms that are members of this Division are required to have an independent peer review of the quality of their work on a recurring basis. We joined the Division more than 20 years ago to provide our clients, and others who rely on our services, independent assurance that our firm provides top quality professional services. |
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| PCAOB |
| LEVITZACKS is registered with the Public Company Accounting Oversight Board (PCAOB). Our Firm routinely performs audits for publicly held companies as well as privately held companies considering an initial public offering.
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| Private Companies: Audits, Reviews and Compilations |
| • Financial reporting: - Audit—intensive examination with the highest level of assurance - Review—analytical procedures conducted with limited assurance - Compilation—based upon Client information, provided primarily for internal use
• Assistance with the preparation of financial statements, either as the auditor or on a consulting basis
• Assistance with complex computations affecting amounts recorded or disclosed in financial statements, including equity-based compensation as a result of the issuance of stock options
• Due diligence procedures for mergers and acquisitions, including audits of acquired enterprises |
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| Public Companies: Services |
| • Audits of financial statements for inclusion in SEC’s Annual Report
• Review of interim financial information in Quarterly Reports
• Assistance with preparation of narratives and tables included in SEC filings, specializing in disclosures contained in Management’s Discussion and Analysis of Financial Condition and Results of Operations
• Assistance with the preparation of registration statements on a consulting basis
• Assistance in the preparation of documents, schedules and analyses for use in filings with the SEC |
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| Business Advisory and Consulting Services |
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| Business Valuations |
| • Transfer of ownership
• Estate and gift planning
• Marital dissolution
• Executive compensation |
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| Mergers & Acquisitions |
| • Due diligence
• Cash flow considerations
• Tax considerations |
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| Fraud Prevention & Detection |
| • Analysis of financial records in conjunction with fraud and theft investigation
• Damage measurement methods application to determine extent of financial loss and illegal accounting practices |
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| Forensic Accounting |
| • Analysis of financial records in conjunction with dispute resolutions
• Analysis of financial records in conjunction with fraud or theft investigation
• Damage measurement methods application to determine the extent of financial loss |
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| Other Services |
| Expert Witness Services
Litigation Support
Financial Forecasts and Projections |
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