Practice Areas
Services
Albert N. Panzeca, CPA, Ltd., provides a wide range of services to individuals and businesses. Our professional services include:
- Tax Services
- Accounting & Bookkeeping Services
- Business Services
- QuickBooks Services
- Representation before federal and local authorities
- Payroll Services
- Family Services
- Estate and Trust Planning and Tax Preparation
- Tax Planning
Tax Services
- Our income tax services include tax planning, consulting and preparation for individuals, corporations, subchapter S corporations, partnerships, Limited Liability Companies, estates, and trusts.
- Non-Filed tax Returns
Accounting & Bookkeeping Services
We perform the following services for both existing and start-up businesses:We perform the following services for both existing and start-up businesses:
- General ledger and financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup and support
Business Services
- Financial Statement Preparation
- Compiled Financial Statements
- Reviewed Financial Statements
- Part-Time CFO Services
- Sales Tax Return Preparation & Consultation
- Bank Account Reconciliations
- Account Reconciliations
- Depreciation Schedules
- New Business Formation
- Entity Selection and Restructuring
- Cash flow budgeting and forecasting
- Personal financial statements
- Bank Financing
- Debt and Finance Advising
- Bank Account Reconciliations
- Strategic Business Planning
- Internal Controls Review & Implementation
- Retirement Planning & Consulting
- Health Insurance• Disability Insurance
- Workers Compensation Insurance (Grammar)
- General Liability Insurance
- Property & Casualty Insurance
- Life Insurance
QuickBooks Services
- Initial Set-upInitial Set-up
- Conversions
- Training
- Consultations
- Support
- Review
Representation Before Federal and Local Authorities
- Office Audit & Correspondence Examinations
- Collection Issues
- Offer In Compromise
Payroll Services
- Payroll ProcessingPayroll Processing
- Quarterly Tax Return Preparation
- W-2’s/1099’s
Family Services
- Reviewing and paying household bills, budgeting and record keeping
- Check writing and checkbook balancing
- Handling of day to day transactions
- Prepare inventory of personal assets
- Identifying and planning retirement income, needs and goals
Estate and Trust Planning and Tax Preparation
- Estate Planning
- Estate and Trust Tax Return Preparation
- Life Insurance