Our Services

As a full service firm, we provide the following services with professional commitment at reasonable rates:

Business and Individual Income Tax Planning and Compliance
Ours is primarily a tax practice. As such, we are very proactive in the tax area. At several points during the year and particularly as the year end approaches, we perform income tax projections to maximize deductions and minimize taxes. Rather than wait for the year to end and simply transcribe the tax information without effect, we formulate and follow a tax plan for maximum impact. We also monitor all business and income activities to make certain our clients are in complete compliance with all tax requirements.

Estate Tax Planning and Compliance
As tax specialists, one area in which we have a major impact is estate tax planning. We perform an in-depth analysis of each client's financial status and work together with leading estate attorneys to create the most beneficial estate tax plan, utilizing a variety of different types of trusts and insurance products to minimize the onerous estate tax rates. Additionally, we perform all compliance services associated with the income tax reporting requirements of trusts and estates.

Financial Planning
Whether it is paying for college tuition, starting a new business or planning for retirement, we work closely with you to navigate the many questions, calculations and considerations necessary to formulate a clear and precise picture of what lies ahead.

Financial Reporting
Whether for internal consumption in connection with business management or to satisfy the external requirements of independent lenders, we provide a full range of financial reporting services. As a peer reviewed CPA firm, we participate in the AICPA self review program to assure that financial reporting is fully compliant with Generally Accepted Accounting Principals (GAAP) and represent the highest in reporting standards.

Bookkeeping Services
We offer traditional business and personal bookkeeping services both on and off site, performed by experienced bookkeepers and utilizing the internet and the latest software such as QuickBooks.

Business Management Services
Born out of the traditional service provided to our entertainment clients over the past several decades, we have contoured this high impact service to a number of other client types such as retired investors, corporate executives, and physicians, etc. We provide this service at a variety of levels. At the highest level of service, we become the address of record for the client. We receive all income and bills directly. We deposit the income, pay the bills and invest the balance. We then periodically report the cash flow and profit activity to the client. When performing this role of adjunct comptroller, we bring thirty years of business and tax experience to bear on all operations of business and / or personal finance. Routine tasks are then imbued with an in-depth review of all insurances, contracts, leases, mortgages, wills, employee contracts, etc. The result is protecting financial security while maximizing business and tax savings.

Management Advisory Services
This traditional business service involves a thorough review of all business practices and procedures, with an eye towards enhancing the bottom line and protecting business assets and value.

Government Audits and Representation
We provide full representation before the Internal Revenue Service and all state taxing authorities. With several decades of experience representing clients before the tax authorities, we find most audits result in little or no changes being made to the returns as filed in connection with tax returns prepared by us. Our goal is to take the pain out of the audit process.

Investment Planning and Analysis
We work together with you and your broker/ advisor or we can recommend a number of tried and tested professionals to help formulate and navigate your specific investment goals and strategy. We also provide traditional brokerage analysis services for tax and reporting purposes.

Insurance Consulting
Mr. Natoli holds New York State Insurance licenses for both Life Insurance and Accident and Health Insurance. Working alongside qualified insurance professionals, we provide the very best in insurance consulting services.

Wealth Preservation Planning
Through the utilization of specific investment strategies and diversification and protection of assets, we provide valuable assistance towards the protection of personal wealth.

Generational Wealth Transfer Planning
Working in conjunction with leading estate attorneys and through the utilization of specific trust and partnership types, we assist in migrating wealth from one generation to the next while minimizing both estate tax and generation skipping transfer taxes.

Valuation Support Services
Whether setting a sale price for your business or valuing assets for estate tax or estate planning needs, we employ a variety of valuation methods to properly assign value to specific assets.

Actuarial Support Services
Not all retirement plans were created equal. With the help of our network of pension advisors and actuarial consultants, we make certain to provide a retirement plan that best suits your particular needs.

Litigation Support Services
We work closely with your attorney in connection with litigation support services such as contract disputes, forensic accounting services and expert testimony and serve as your advocate through the litigation process.

Retirement Planning
We work closely with you to analyze the financial considerations in connection with your retirement planning and eliminate most of the guesswork usually associated with retirement decisions to provide a clear and precise roadmap to retirement.

Computer and IT Consulting
We provide review and analysis services for all your computer and IT needs from efficiency to security and work with your current IT advisor or introduce our network of tried and tested professional IT consultants.

Banking Relationships including Financing Assistance
We provide an introduction to our network of personal bankers, which includes a high level of service and a reduction of costs. In addition, we provide a network of banking and finance professionals from asset based lending to factoring to home mortgages.

Multi–State/Multi–National Taxation Planning and Compliance
We serve clients from all over the country and the world. Whether it is across state lines or international borders, we provide tax planning and compliance services utilizing all state tax and international tax treaty provisions for your maximum benefit.