Tax Preparation and Planning for Individuals and Businesses
At Pucci Greene & Fusaro, we guide clients through the complex and dynamic tax laws. We provide clients with the proper information to help them make informed decisions. Our firm specializes in tax compliance and planning for individuals, corporations, partnerships, as well as non-profit organizations. We help clients understand how certain transactions affect tax liabilities and how to understand the Tax Code through proper planning and communication.
Estate and Trust Tax Planning and Preparation
We help clients navigate through the complex tax laws surrounding the transfer of assets. We cannot overstate the importance of proper planning to help minimize the tax liability to both the estate (or trust) and the beneficiaries.
Quickbooks Accounting Assistance
Quickbooks is a very comprehensive program that provides transparency and timely information in a variety of reporting formats. Accurate record keeping is essential for a successful business. Good record keeping provides the information necessary to allow for proper business tax planning.
The business entity you choose may have a significant impact on your tax liability. Pucci Greene & Fusaro can assist from business inception through your growth and development. We can provide you with the necessary information to make an informed decision on an entity structure that is most advantageous for your business.
Professional representation is vital during any IRS correspondence. The experience of the firm with tax authorities allows us to guide clients though their dealings with tax authorities. We are always willing to answer any questions regarding federal and state tax issues you may have.
Compiled Financial Statements
Compilations are typically used for internal purposes and are based on information provided by management. Compilations do not offer assurance but do provide company information in proper financial statement format.
Forecasts and Projections
Forecasts and projections are often useful tools in planning for the future. Pucci Greene & Fusaro combines expertise and industry knowledge to assist business owners’ needs in forecasting or projecting the unknown financial future.