We offer a diversified variety of services
to our clients, which include:


Business Assurance
Tax and Business Advisory
Business Valuations
Consulting
Accounting and Bookkeeping
Estate, Gift, Trust and Court Accounting
State and Local Tax Service

Business Assurance

Our partners and staff have experience in preparing financial statement audits of small and medium size businesses. Our audits comply with the highest professional standards and have been relied upon by third parties for many years. Our Firm pays particular attention to understanding the client and their industry and developing an audit plan which utilities the services of the client’s staff and our professional staff. We can deliver our audit services to small and medium size businesses at rates that are competitive.

Services


We can assist you in improving internal controls and operating efficiency, as well as make recommendations to make your company more profitable. We have provided audit and assurance services in these areas:

General financial audits
Agreed upon procedures
Review of internal and operating controls
Due diligence audits for mergers and acquisitions
Audits required by government entities, including SBA, DOT, etc.
Audits of pension plans under ERISA
Audits of non-profit organizations
Surety bonding

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Tax and Business Advisory Service

We offer comprehensive tax services to corporations, private businesses and individuals.

Tax Consulting Services
From start-up companies to multinational corporations, we provide a wide range of corporate tax planning services to minimize income and other taxes. We work closely with clients to identify tax opportunities and implement plans that produce real savings.

Thinking of starting up a business, we can help you to determine the type of entity to choose and the various tax considerations that are factors to consider. We can then assist you in registering your business at the federal, state and local levels.

Tax Reporting and Preparation Services
We offer clients extensive services for preparation of tax returns for individuals, corporations, partnerships, trusts and estates. We provide individual tax preparation to the general public at competitive rates. Our professional staff is up to date on new tax legislation and regulations that affect your business.

Tax Controversies and Compliance
We help our clients anticipate and resolve tax controversies. We can represent handling federal, state department of labor and other tax audits. We are familiar with the audit methods employed by both the Internal Revenue Service and the State of New Jersey.

Transfer Pricing
We have experience with clients who have multinational operations and have researched the issues related to transfer pricing and area aware of the various methods applicable for establishing such prices.

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Business Valuation Services

Establishing an accurate assessment of value for any business, enterprise or intangible asset requires in-depth, specialized knowledge. Business valuation professionals with practical experience as Certified Public Accountants are well prepared to meet the client’s exact needs. Their varied experience and training in valuation theory and application, litigation support, accounting, tax, auditing, finance, insurance, economics and investments prepare the business valuation analyst to provide the client with a comprehensive analysis and a competent valuation.

Members of our Firm qualify as analyst/valuator membership in the National Association of Certified Valuation Analysts (NACVA). This provides added assurance that our valuation analysts meet high professional standards and have recognized the need for special valuation knowledge that NACVA provides.

Numbers, facts, figures, balance sheets and financial statements simply are not adequate to accurately measure the true fair market value of an asset. Many different approaches and methods of valuation analysis should be reviewed and selectively matched to the asset being valued. Selecting the most appropriate methodology, supported by various types of analysis, including sophisticated mathematical calculations, ratio analysis, industry comparisons, economic and market analysis, relative business risk assessment, and many other considerations, is required to achieve a competent valuation.

When valuing your business or assets it is important to have the assurance that the valuation analyst considers all the relevant information and facts so you get the full economic benefit you deserve. Using a qualified business valuator will give you confidence, peace-of-mind, and the advantage of knowing you will receive a professional product.

Business valuations are necessary in a broad spectrum of situations of need or adversity. A business valuation may be needed in a variety of situations including the following:

Adequacy of Life Insurance Gifting Programs
Allocation of Acquisition Price Incentive Stock Option Programs
Buy/Sell Agreements Initial Public Offerings (IPOs)
Bankruptcy and Foreclosures Lease vs Buy
Charitable Contributions Succession Planning
Eminent Domain Liquidation or Reorganization
Employee Stock Ownership Plans (ESOPs) Mediation and Arbitration
Estate and Gift Taxes Mergers and Acquisitions
Fairness Opinions Sale of a Business
Financing Split-ups/Spin-offs
Franchise Valuation or Evaluation Litigation Support-
Disruption of Business, Dissenting Shareholder Actions, Divorce, Economic Loss Analysis, Partner Disputes, Wrongful Death

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Consulting

We can help you as an individual, corporate, executive and operator of a family business build, preserve and maximize their wealth. We provide a comprehensive approach to help clients grow and protect their assets and transfer wealth to future generations. We offer a variety of planning, advisory and compliance services, including:

Investment planning
Retirement planning
Analysis of pension distributions and planning
Estate planning
Gift tax planning
Personal financial statements
Evaluation of employee benefits
Insurance consulting and risk management
Financial education services
Family business consulting

Computerized Accounting Systems
Our Firm is familiar with many of the accounting software packages that are available. We can assist in implementing and improving your accounting system with these packages. We have MAS 90 trained personnel and are a member of the Quickbooks professional advisory program.

Personnel Recruiting and Training
We can help clients realize value of their people. We can help clients maximize their return on human resources by assisting clients in hiring and interviewing prospects for financial and accounting positions. We can assist in the areas of compensation agreements, benefits and insurance.

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Accounting and Bookkeeping

Our firm offers a wide range of accounting and bookkeeping services. We have arrangements with our clients that provide for these services to be rendered on a monthly, quarterly and annual basis. Based upon our review of your needs, we can develop the best plan for you. We can assist you in developing monthly management reports that can be helpful in assessing your financial success. Our accounting services include:

Financial statements prepared on a compilation or review basis
Financial statements for all entities including individuals, corporations, partnerships and limited liability companies
Monthly and quarterly accounting including computer-generated journals and ledgers
Developing financial accounting and controls
Cash flow management
Budgeting and forecasting
Compliance with lender requirements
Financing, including banks, SBA, FHA
Bank reconciliations
Write up of cash receipts, disbursement, journal entities, general ledger and trial balance
Inventory control
Depreciation schedules and asset records
Payroll tax preparation, sales tax preparation, and research of related issues
Special purpose reports
Computerizing your business and accounting

 

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Estate, Gift Tax, Trust and Court Accounting

We provide a full spectrum of services in this area. We can assist in the preparation of insurance trust, charitable trusts, living wills, etc. We have extensive experience in preparing gift tax returns related to valuing closely held business stock. We can prepare descendent estate returns for federal and state purposes and trust income tax returns.

We have extensive experiences in preparing court accountings for decedents, estates, guardianships as well as other special needs. Our format has been court accepted.

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State and Local Tax Services

We have professionals that help manage the growing complexities of multi-state taxes. We focus on comprehensive planning while seeking tax savings and refund opportunities. Additionally, we help clients improve internal controls and operations to better manage compliance requirements.

We can assist you in employment, sales tax and state income tax audits. Our professionals have significant experience in these audits, which includes state sales tax audits related to cash businesses.








©2005 Bond, Andiola & Co., P.C.
Phone. 908-722-5885