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Services

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Accounting/Bookkeeping

Tax Return Preparation

Tax Planning

Business Formation

Business Valuations

Personal Tax Planning

Tax Planning For Business Owners

Banking Relationships

Business Planning

QuickBooks

Consulting Services

IRS Audit Representation

Audited Financial Statements

Incorporate

Non-Profit Organizations

Incorvaia, Roy & Associates is committed to providing one-on-one personal service to help your business grow and prosper.  We want our clients to succeed, and we adapt our services to their needs.

We perform specialized services in all areas of tax, accounting and business consulting. No matter what size or industry, we operate to serve you within your budget.  We deliver the highest quality financial standards at the most competitive fees.  Our services include:

 



Accounting/Bookkeeping Services
We offer a full range of accounting services to help keep your business running smoothly. Whether you need web-based record keeping or on-site assistance, we will get you set up quickly and in control of your books.  Our firm offers you the following services:

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  • Bill paying and accounts payable management
  • Invoicing and accounts receivable tracking
  • Reconciliation of bank accounts
  • Payroll preparation and compliance
  • Sales tax preparation
  • Monthly/quarterly/annual reporting
  • General ledger maintenance

By outsourcing these duties, companies can concentrate on more important aspects of running and growing their businesses, while remaining confident that their books are being overseen by knowledgeable, competent professionals. Depending on the exact needs and logistics of your business, we will design a level of service that's right for you. 
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Tax Return Preparation
As tax professionals, we are always current on ever changing tax laws.  We work with businesses and individuals to identify and implement creative ideas that achieve significant and immediate tax savings, seize new opportunities, and avoid pitfalls created by the tax laws.

We prepare all federal, state and local tax returns for individuals, businesses, trusts and estates and not-for-profit organizations. 
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Tax Planning

  • Year-end tax planning
  • Retirement and estate planning
  • Executive compensation planning
  • Self-employment and payroll strategies

     

    Planning can bring your financial dreams to reality.  Our strength lies in our ability to provide you with year-round planning for your tax, financial and business affairs.  We can show you how to apply effective and timely structuring of your personal and business transactions to both minimize your tax liability and help defer taxes. 
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    Business Formation
    Whether you are going into business for the first time, or you're a "seasoned professional", there are many important decisions to be made and financial commitments involved.

    We will help you...

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    The tax effects can be dramatic without careful consideration and thoughtful planning.  Choosing the right accountant is the first step. 
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    Business Valuations
    When your company is involved in a merger, business start-up, acquisition or liquidation, it is important that your accounting firm provide expert advice in properly structuring the transition. We have extensive experience in handling business transactions that can affect your company's profitability. In addition, we act as independent consultants, offering you objective assistance to establish methods of business valuation and to perform due diligence. 
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    Personal Tax Planning
    We work with our clients in the areas of tax planning to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable. 
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    Tax Planning For Business Owners
    We help business owners make the right tax planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans, and assisting them in risk management and insurance planning, among other things. 
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    Banking Relationships
    Our Firm can provide valuable assistance in establishing, maintaining or expanding current banking relationships. We assist you to professionally organize and prepare your all-important banking proposal. 
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    Business Planning
    Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can assist you in developing a comprehensive business plan that will help you identify and achieve your goals. 
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    QuickBooks
    We offer a wide range of QuickBooks support services and encourage our clients to take advantage of today's technology.  Our team will educate and train your staff and provide on-going support to greatly reduce your workflow.  Please click here to go to our comprehensive QuickBooks support section. 
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    Consulting Services
    Our most important goal is to assist you and your company in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, computer-based accounting systems, succession planning for family-owned businesses, mergers and acquisitions, health care, compliance with government regulations, litigation support, software evaluation and setups. 
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    IRS Audit Representation
    As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies. 
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    Reviewed or Audited Financial Statements
    We can provide in depth financial statements when they are required for grants or large loans. 
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    Incorporate
    Do you need an attorney to incorporate?  No. We do encourage you to consult with an attorney as Incorvaia & Associates cannot provide you with legal advice. However, to form your corporation, you can use our incorporation service to save money on the administrative aspects of the formation of your corporation.

    The major benefits of incorporating your business are the limits it affords you against business liability as well as personal debts liability. In case of a lawsuit or judgment against your business, no one can seize your personal assets, your home, car, bank accounts, etc. Your exposure to loss is limited to the assets of the corporation.

    There are many more tax options available to corporations than proprietorships or partnerships. For example, a corporation may receive greater tax deductions for health insurance. A corporation may also set up several benefit programs for employees, which are considered a business expense, and can lower the taxable income of the corporation. Leasing of vehicles, pension and retirement funds, including the matching of funds put into retirement plans by the corporation are some examples. Through the issuance of stock, there is a greater opportunity to raise capital.

    We will complete and file the articles of incorporation (called Certificate of Incorporation in some states). We can also assist you in the formation of a nonprofit corporation, limited liability company or limited liability partnership. 
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