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Call our Hainesport, NJ office at 609-265-1590
or our Mount Laurel, NJ office at 856-222-4210
Email: marcw@wasserman.com
Our Small Business “CORE” Services
Tax Return Preparation - corporate, partnership, trust and estate tax returns;
Business Planning - Basic planning document for management and external investors, that gives insight into a company's management team, finances, marketing and operations
Forensic Audits and Investigative Services - Forensic Document Reviews; Criminal Matters; Civil Disputes; Marital & Family Law
- Forensic Document Reviews - Knowledge of "Cooking Books", "Slush Funds", Spotting inappropriate "cash reserve funds, and locating transactional irregularities
- Criminal Matters that include Fraud and Embezzlement
- Civil Disputes - Calculating and quantifing losses and economic damages
- Marital and Family Law - Analyzing lifestyle for spousal support; Determining income availability for child support, alimony and equitable distribution
Bookkeeping - monthly financial statements (P&L-cumulative statements of income and expenses, balance sheet, transaction list, bank reconciliation); pick-up/ delivery of your records & statements;
Payroll - ‘Live’ payroll utilizing PAY-CYCLE; ‘After-the-fact’ payroll for federal, state, and local reporting purposes;
A ‘Virtual Accountant’ - 24-7 accessibility for your accounting and business related questions by phone;
Our Expanded “CORE” Services
Small Business Planning and Consulting
We are particularly experienced understanding the needs of small businesses and offering small businesses the following expanded “Core” services:
- Financial Budgeting including financial operations planning and capital budget planning;
- Marketing Strategy Development including planning, promotion, physical goods distribution and pricing;
- Loan Application Preparation;
- Cash Flow Analysis;
- Accounting Software selection, installation, and training;
- Operations including shop/store layout, work-flow and system analysis and efficiency/effectiveness evaluation;
- Personnel including recruitment, selection, training and benefits;
Independent Audit Services
We provide independent audits of financial statements conducted in accordance with "Generally Accepted Auditing Standards" and U.S. Government "Yellow Book" Auditing Standards. We are very willing to work with first time audits as well as firms going through their regular annual audit examination. We work with both for profit and non profit organizations.
Small Business Financial Reporting
Investors and lenders often require financial statements from small businesses. Whether you need a compilation, a review or an audit examination, we can help you. Additionally, our services are provided at a reasonable cost.
Business and Personal Tax Return Preparation
Tax time can be very stressful. We give you the full advantage that the tax laws allow. We have been preparing individual, corporate, partnership, trust and estate tax returns since 1989.
We can prepare tax returns for the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Business and Personal Financial and Tax Planning Services
Financial and tax planning is a year-round endeavor. We can assist you in your business and personal planning needs. We also have strategic alliances with law, insurance and securities brokerage firms to assist you in these areas.
Our Service Areas
Our service area includes Southern New Jersey, Burlington County (Burlington, Columbus, Easthampton, Hainesport, Lumberton, Marlton, Medford, Mount Laurel, Mt. Holly, Shamong, Southampton, Springfield, Tabernacle, Vincentown, Westampton), Camden County (Atco, Berlin, Cherry Hill, Haddonfield, Haddon Township, Voorhees, Waterford Works), Gloucester County, Ocean County (Hammonton, Mays Landing), Philadelphia, Bucks County, Montgomery County, Delaware County, and Southeastern Pennsylvania and South Jersey.
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© 2001-2011 Marc Wasserman