Tax Planning and Preparation

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.

Our tax preparation services include:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, Trust and Gift
  • Nonprofit Organizations

IRS Representation

We have decades of experience dealing with the IRS and other taxing authorities, and this experience will ensure our clients are protected and properly represented before the various federal and state tax agencies.

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.

QuickBooks Training

Our professionals are properly certified to assist you or your employees in operating your books with QuickBooks.

  • We can come to your location.
  • Focus on the individual issues facing your business.
  • Answer your specific questions and concerns about the software.
  • Discover ways to save time and powerful report tools that will help your business make good decisions

Financial Reporting

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 all three levels of assurance.

  • Audits – the highest level of assurance to third parties, and includes corroboration of the amounts and disclosures included in the financial statements through test of the accounting documents, physical inspection, the use of third party confirmations or procedures deemed appropriate. The auditor’s report provides an opinion that the financial statements present fairly in all material respects, the financial position of the company and the results of operations in conformity with generally accepted accounting principles.
  • Reviews – provide limited assurance to outside interests and require inquiries of the client and performance of analytical procedures related to the amounts and disclosures in the financial statements. By performing inquiry and analytics, we are able to provide this limited assurance that there is no material modification that should be made to the financial statements.
  • Compilations¬†– the lowest level of assurance that is provided on financial statements. A compilation basically involves presenting information, consistent with management’s representation, in the form of financial statements, without expressing any assurance of them.

Accounting Services

Bookkeeping, financial statement preparation and budgeting are all accounting tasks that organizations face every day, whether it is part of a small business, government agency or nonprofit. Our accounting services help you with accurate record-keeping and reporting as well as support on financial issues when you don’t have the time, manpower or resources necessary to fulfill your accounting responsibilities.

These services include but are not limited to:

  • Monthly, quarterly or annual bookkeeping
  • Controllership functions
  • Business start-up assistance
  • Strategic business planning
  • Cash flow management

Consulting Services

McMullen and Mancuso, CPAs, LLC is your partner and business advisor in working toward your financial success. This partnership extends beyond traditional accounting services and taxes – we can help your business identify areas to increase profitability and growth, and develop solutions that are practical and technically sound.

The following is a partial list of the areas in which we can assist you:

  • Business entity selection
  • Accounting and payroll software selection and implementation
  • Business valuation services
  • Business plans and implementations
  • Buying or selling a business
  • Financial and retirement decisions
  • Estate, trust and gift planning

Payroll Services

Whether you have an on-site accounting staff or not, we can assist in some or all of your payroll needs. Our payroll services are customized to meet your needs and the needs of your business. Whether you want us to manage all or part of your payroll, or require payroll consulting services for your accounting staff, our goal is to make sure your payroll is handled efficiently and cost effectively. Our payroll services include maintaining payroll, payroll processing, preparation and distribution of paychecks, and payment of payroll taxes to the necessary tax authorities.