Our Services

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Our Services

Unlike most CPA firms, We are heavily invested in computer equipment and technology.

We are committed to the use of these new technologies as they become available to improve the service provided to our clients.

Below is a list of our services:

Tax Planning

Cappiali & Blumenthal understands that tax ramifications are a major consideration in virtually every financial decision. Therefore, tax planning is an on-going process. Tax planning services include:

Organizational Formation
Maximizing tax credits
Succession Planning
Employee Benefits
Estate Planning
Financial Planning

Tax Preparation

Corporate - Federal, State and Local
Personal - Federal, State and Local
Sales and Payroll Tax
Estates, Trusts & Gift Tax

Tax Problems

IRS audits
State & local tax audits
Collection matters
Sales & use tax matters
Payroll tax matters
Corporate reinstatements

Business Valuation Services

These services can be valuable and necessary in the case of mergers, sales, estate planning, succession planning, financial planning, and many other instances.

A business valuation will analyze and determine the value of a business and its assets. These services address business stock valuations for closely held companies, intangible asset valuations such as patents and goodwill, and tangible personal property appraisal such as real estate.

Bookkeeping

Cappiali & Blumenthal can completely handle your bookkeeping needs or train you to handle this service in-house. Moreover, Cappiali & Blumenthal will oversee your in-house bookkeeping to insure accuracy and efficiency.

Computer Consulting

We can identify, install and implement accounting software to fully automate your business accounting system. In addition, can provide training and consultation so that your business accounting system will be accurate and efficient.

Estate Planning

Important News! The government may well receive over 60% of your estate when you die! In order to insure that this does not happen to you and your loved ones, you must have an estate plan! Cappiali & Blumenthal is in the best position to develop your estate plan and act as a liaison between you, your insurance agent, and your attorney.

Below are some questions that are worth very serious consideration.

Does your current estate plan minimize your estate tax liability?

Has your Will and/or Trust been updated in the last 5 years?

Do you know what your net worth is?

Do you know the true value of your business?

Have you made arrangements for key personnel to act for you and protect your business in the

case of death or disability?

Does your current estate plan address the need for available cash to pay estate taxes?

Do you have a health care proxy?

Does your current estate plan reflect life changes such as:

Birth of children or grandchildren
Change in marital status
Change in your financial condition
Change in the needs of beneficiaries

Financial Planning - A personal financial plan is in many ways similar to a business plan.

Personal financial planning includes:

Planning for your children's education
Cash flow planning
Retirement planning
Estate planning

Financial planning for owners of closely held businesses include:

Succession planning
Financing
Expansion planning
Profit sharing

Payroll - Calculating payroll and tax obligations for each employee, printing and delivering checks, providing management reports and preparation of all payroll tax returns.

Small Business Accounting

Write-up
QuickBooks & Other Software Consulting
Tax Compliance
Payroll Services
Business Advisory
Cash Management Services
Bank Reconciliation

Thank You for stopping in !

Sincerely,

Anthony Cappiali & Cecile Blumenthal