About Us What We Do Our Services
Overview
We offer our clients a fully integrated suite of services in connection with their needs.

  • Individual Tax Return Preparation
  • Quaterly Income Tax Projections
  • Quaterly Income Tax Planning
  • Estate and Trust Tax Planning
  • Estate and Trust Return Preparation
  • Gift Tax Return Planning
  • Gift Tax Return Preparation
  • Taxing Authority Representation for Audits And Examinations
  • Household Help Return Preparation
  • Partnerships
  • Limited Liabilty Companies
  • C Corporations
  • S Corporations
  • State & Local Taxes
  • Mergers & Acquistions
  • Corporate Restructing
  • Individual Tax Planning For Entrepreneurs
  • Purcahse and Sale of Busineesses
  • Group Health, Retirement Plan and other Employee Benefit Structiuring
  • Multi-State Tax Issues
  • Audits, Reviews and Compilations of Historical Financial Statements
  • Providing Virtual CFO and Controller Services
  • Assisting in the Performance of Accounting and Bookkeeping Services
  • Preparing Financial Statemnts on Monthly, Quaterly or Annual basis
  • Reviewing and Adjusting your Internally Prepared Books & Records
  • Preparing Monthly Bank Reconciliations
  • Payroll Tax Reporting and 1099 Reporting
  • Assistance with Bank Loan Applications, Office Lease Negotiations and Analysis, etc.
  • Prepartion of Periodic Budgets and Related Variance Analysis
  • Cash Flow Reporting and Anlysis
  • Processing Bills & Invoice Payments
  • Preparing Personal Financial Statements and Customized ReportsTailored to meet your Individual and/ or Company Needs.
  • Providing Personal CFO Services
  • Investment Analysis

The Joseph Migliozzi, CPA Approach

We take a proactive approach in providing the highest level of service to our clients. Our ability to keep abreast of the constantly changing tax laws and legislation puts us in a position to identify key tax planning opportunties that minimize our clients current and future tax liabilities. Through ongoing interaction with our clients, we are able to provide them with the necessary tools and advice to maximize their current and future tax savings. Our goal is simple, to remove the compliance burden from our clients so they can focus on the more important issues such as achieving their long term business goals and shaping their financial future.

© 2005 Joseph Migliozzi, CPA - All Rights Reserved