Sol Schwartz & Associates


	Tax Consulting and Compliance Business Consulting Services Financial Accounting Asset Protection and Personal Financial Planning International Tax and Consulting Services Litigation Support Services
	TAX CONSULTING AND COMPLIANCE Our firm concentrates on providing a complete range of tax services. We are experienced in providing both tax consulting and compliance services. Our tax personnel strive to be innovative in addressing areas where opportunities for tax planning exist. We provide: Federal and State tax return preparation Sales and payroll tax return preparation Franchise tax planning Advice on tax implications of proposed transactions Tax consultation on choice of entity Representation before the IRS and State tax authorities to resolve disputes Analyzing tax benefits of investment opportunities and business ventures Awareness of tax law changes Cost segregation studies BUSINESS CONSULTING SERVICES We have been proactively providing business advice and technical assistance to ensure that our clients' objectives are being met in today's ever-changing business environment. We combine the knowledge of our clients' organization, its operations, finances, and tax position with our technical knowledge, training, and business experience to provide a broad range of business advisory services. These services may involve the following: Cash flow and liquidity analysis Review of accounting and reporting systems Industry comparisons and projections Analysis of accounting and network software needs Training and support on specific software packages Review of fringe benefits provided Placement/hiring of client personnel Succession planning Purchase, sale, or merger of a business Return to Top FINANCIAL ACCOUNTING Sol Schwartz & Associates, P.C. is bound by a stringent code of professional ethics and is qualified through education and experience to provide you with financial accounting services. Our accounting and auditing practice is subject to the AICPA Peer Review Program. Our system of quality control for our accounting and auditing practice is reviewed periodically. This review program has reported that our quality control system meets the profession's highest standards. We provide Audits Reviews Compilations Forecasts and projections Specific testing and consultation on specific accounts (Agreed-Upon Procedures) Internal control analysis and analysis of in-house accounting procedures Bookkeeping and general ledger maintenance Return to Top ASSET PROTECTION AND PERSONAL FINANCIAL PLANNING Our firm acts as a coordinator for identifying and implementing a client's personal financial goals and works with attorneys, insurance consultants, brokers, and bankers as needed to implement the various financial planning strategies. These services are designed to analyze an individual's total financial and tax position and identify financial objectives that will help make assets, savings and investments grow and be protected, while reducing the impact of inflation and taxes. Comprehensive asset protection and personal financial planning services include the following: Establishment of appropriate entity to protect your assets Estate preservation Cash flow and budgeting Business goals, expansion, valuation, disposition Retirement planning Review of wills Estate tax awareness and gift planning Funding goals for college Self-employment tax planning Return to Top INTERNATIONAL TAX AND CONSULTING SERVICES The tax requirements that multinational companies and foreign entrepreneurs are faced with when doing business in the United States are complex and in a state of continuous change. Foreign entrepreneurs, when operating in the U.S., must comply with additional reporting requirements. Sol Schwartz & Associates, P.C. has the experience, creativity, and knowledge of the U.S. tax system and provides a wide range of tax services to multinational companies and foreign entrepreneurs operating in the U.S. Comprehensive international tax and consulting services include the following: Consultation to determine the appropriate structure of a foreign business in the U.S. Tax consulting and compliance Transfer pricing analysis Estate tax planning for non-resident aliens Analysis of investment projects and/or expansion in the United States Business consulting and advice Return to Top LITIGATION SUPPORT SERVICES Our firm has the experience to analyze and consult on diverse financial aspects of litigation. We furnish Expert witnesses or consultant services Evaluation of proposed settlements-tax and financial consequences Assistance with case strategy and discovery Preparation of damage studies Analysis of economic impact of events Return to Top