Broker Check

Practice Areas


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