Messina & Patek Professional Accounting and Tax Services for Businesses
Business Tax Preparation
At Messina & Patek, we consider our job to be helping businesses achieve the goal of retaining profits by minimizing tax liability. Our experience includes an in-depth understanding of tax rules affecting a range of business entities, from not-for-profit organizations to Limited Liability Companies (LLC & LLP), as well as a breadth of industries, from local sales offices to national manufacturers.
Our tax professionals work with complicated business tax issues on a day-to-day basis and continuously update their knowledge through professional education. Clients have the peace of mind that comes from the confidence placed in the accountants at Messina & Patek.
- Sole Proprietorship
- Limited Liability Companies (LLP & LLC)
- Sub-S Companies (LLP & LLC)
- Not-for-Profit
Business Valuations
A Business Valuation is a formal methodical process to determine the value of a business which does not have an established market. This Messina & Patek service provides the business owner with a value, which may be needed for estate, tax and financial planning, a contemplated sale of the family business or a strategic business acquisition.
Accounting and Financial Services
Our experienced team of accountants provides efficient, thorough accounting and financial services. Businesses which do not employ a full time controller frequently utilize our monthly or quarterly services to maintain their general ledger and depreciation schedules, as well as to prepare financial statements to evaluate with management. Most businesses have contractual obligations, such as loan covenants, which require these financial statements to be prepared. Some of these businesses may have other requirements in which we would provide additional services that would be included with a review or an audit.
Financial Statement Services
- Compiled Financial Statements
- Reviewed Financial Statements
- Audited Financial Statements
- Governmental
- 401k Retirement Plan
- Not-For-Profit
- Small Business
Records Maintenance
- General Ledger
- Depreciation
- Sales Tax
- Payroll Tax
Consulting
If we could find one word most hated in the business financial world, it would be "surprise." A solid approach to building and maintaining growth and profit doesn't happen by surprise. It happens with careful planning.
Messina & Patek have built their long-term relationships with clients through their expert consulting services. Often acting as an "outsourced CFO," our professionals are called upon to create financial models, develop and monitor budgets, prepare cash flow projections, provide forecasting and assist with critical business decisions that can make or break a company.
- Cash Flow Analysis & Projections
- Mergers & Acquisitions
- Succession Planning
Representation
No accounting firm can guarantee audit protection. Each year we spend many hours, more than required, in Continuing Professional Education. This knowledge assists us in providing our clients the latest and greatest tax strategies in order to save you taxes and to avoid audit exposure. However, in the unfortunate event of an audit, Messina & Patek offers our clients Audit Representation. You won't need to deal with auditors�we will. That's our job.
- Internal Revenue Service Audit
- State Income Tax Audit
- State Sales Tax Audit
