Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Management Advisory Services
Stetz, Belgiovine and Manwarren uses all the benefits of its Accounting, Auditing, Computerization, Compliance Regulations, and Taxation skills to render Management Advisory Services ("MAS"). MAS is the service of rendering advice on non specific Accounting, Auditing and Taxation issues. The firm counsels you from existing knowledge about your business, the circumstances, the technical matters involved, representations, and the mutual intent of the parties involved. Stetz, Belgiovine and Manwarren acts in an Advisory Capacity to develop findings, conclusions, and recommendations for your considerations and decision making. The firm also renders Implementation Services, Transaction Services, Staff and other Support Services. MAS really allows us to give you full financial services. It allows us to interact with you. Interaction with you is the keystone of our philosophy for servicing your needs.
Our Services Include: · Editing business plans. · Recommending computer software. · Operational review and improvement studies. · Analysis of an accounting system. · Assistance with strategic planning. · Defining your information system. · Assistance with mergers of organizations. · Insolvency services. · Valuation services. · Preparation of information for financing. · Analysis of a potential merger or acquisition. · Assistance in substituting for bookkeepers. · Assistance in controllership activities
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
Tax Preparation And Compliance
Stetz, Belgiovine and Manwarren believes that taxation is one of the largest singular expenses faced by an individual or business. The firm endorses client awareness and education regarding the seriousness of tax laws beyond the financial consequences. Tax laws are complex, confusing and ever-changing. Due to the nature of tax laws, our professionals attend many continuing professional educational courses. In addition, the firm subscribes to various comprehensive tax information services. The acquisition of current information enables the firm to keep you in compliance. The firm believes that proper "tax planning" can give rise to opportunities for savings. The objective of the firm is to minimize or defer your tax liabilities in order to foster growth and security.
Our Services Include: · Tax return preparation for any kind of entity for Federal and State. · Representation before all taxing authorities. · Estate and gift tax return preparation. · Planning of tax strategies for certain transactions, i.e., business dispositions, reorganizations, mergers and acquisitions, and real estate.
Litigation Support Services
Due to the litigious nature of today's society and business environment, CPAs are frequently called upon by attorneys to explain, support and document issues. Our intimate knowledge of your business enables us to assist your attorneys in developing effective strategies for you. Our Services Include: · Analyzing all tax records and interpreting financial data. · Calculation of damage claims. · Assistance with trial depositions. · Preparation of trial exhibits. · Rendering an expert opinion. · Appearances as an expert witness. · Assistance in settlement proceedings. · Business valuation services. · Assistance with mediation.
Estate And Retirement Planning
At Stetz, Belgiovine and Manwarren one of our major concerns is assisting our clients in preserving their wealth. With Estate Tax rates reaching as high as 55%, Estate Tax planning is probably the most effective planning available. Through a series of interviews, our professionals put together a profile of your financial data and personal preferences. Recommendations are then brought forward with the objective of asset preservation, asset allocation and lowering estate taxes. After completion of the planning stages, we will assist you in communicating your goals and objectives to a qualified attorney that can draft the proper wills, trusts and other related documents. For retirement planning, our professionals acquire an understanding of your financial requirements at retirement. During this process, income tax consequences regarding the dispositions of assets, an early retirement package, social security benefits and pension distributions are explored. Through discussions and analysis of your financial position a plan is developed specifically for you to follow.
Accounting, Auditing, Review & Compilation Services
Stetz, Belgiovine and Manwarren the Auditing, Review and Compilation services are the foundation for what we do. The firm takes special care to make sure ample time is spent on gaining an understanding of your business and its' needs. Our basic accounting services are inclusive of designing accounting systems specific for each individual client. The firm subscribes to various reporting services and continuing professional educational courses in order to keep up to date in the ever-changing environment of accounting and auditing. The scope of the firm's services range from Certified Audits for Companies to write ups for "Mom and Pop" businesses. Regardless of level of service requested, a professional is chosen that matches with the client and the level of expertise required. The members of the firm are intimate with a number of industries including but not limited to the following: Automobile, Collectibles, Communications, Contractors, Distributors, Entertainment, Fast Food Franchises, Health Care, Importers, Law Practices, Licensing, Manufacturing, Music, Not For Profits, Professional Practices, Real Estate Developers, Restaurants, Retail, Trucking, and Wholesale. In keeping with the fast changing world of computers, the resulting technology has enabled us to efficiently and cost effectively integrate computer applications. As a result of this technology, we are able to service clients throughout the nation.