| Management Advisory Services |
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. We help business professionals manage their businesses at maximum efficiency and increased profitability. We assist businesses in the areas of organizational structure, business plans, record keeping and computer systems, administrative personnel, financial management, cash flow projections, taxation, regulatory compliance, loan agreements, business sales and mergers, and loan agreements.
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| Audits, Reviews and 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 all three levels of assurance: *Audit- an intensive examination with the highest level of assurance *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use.
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| Business Valuations |
| We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. We can appraise the value of a business for estate and gifting purposes,damage calculation, mergers and acquisitions, dissenting shareholder issues, matrimonial dissolution and litigation matters. Other issues include good will impairment analysis (141/142), intellectual property, intangible assets, options, strategic planning, ESOPs, shareholder oppression/dissenting rights, buy/sell agreements, and planning. Business Asset Valuation services include financing, condemnation, feasibility, purchase price allocation, fiduciary review, sale/purchase and business planning. Find out more Just ask Me
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| 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.
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| Mergers & Acquisitions |
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.
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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
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| Forensic Accounting |
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
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| 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. We can help you establish an estate plan to assure your family's financial security after your death. The plan is intended to transfer assets as you direct to the next generation. Because we know income tax, as well as estate and gift tax law - both federal and state - we can present options to accomplish your objections at the least tax cost.
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| Fraud Prevention & Detection |
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
Please take a few minutes to watch this VIDEO "How Fraud Hurts You and Your Organization" produced by The Association of Certified Fraud Examiners and the AICPA in regards to Fraud and then call us to see how we can help.
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| Retirement Planning |
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
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| Computer Consulting |
Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems. Read more
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| Litigation Support |
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. We serve as financial specialists for attorneys, strengthening their cases by providing expert advice on matters of bankruptcy, embezzlement and fraud, contract disputes, damage calculation, forensic accounting, tax issues and marital dissolution. As CPAs, we assist receivers in bankruptcy matters, and serve as consulting experts and testifying expert witnesses in legal disputes.
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| Wealth Advisory Services |
We all know how hard it is to accumualte wealth. It's our goal at the Fuoco Group to help you keep and protect it. Our highly experienced advisors have extensive knowledge in all aspects of investments, tax, estate, financial planning and risk management.
Working with our affiliate Horizon Wealth Solutions, we create a customized long-term plan in accordance and in alignment with your goals and strategies. We review and assess your existing plan, regardless of how simple or complex it may be, and advise you on improvements as it relates to:
Financial Planning
Asset Allocation
Wealth accumulation strategies
Retirement Planning
Traditional retirement plans
Supplemental executive retirement plans
Personal Insurance Services
Life
Long-term care
Disability
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