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We provide a full range of tax, accounting and business consulting services for our clients.
Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
• Audit - an intensive examination with the highest level of assurance
• Review - some analytical procedures conducted with limited assurance
• Compilation - based on client information provided and used primarily for internal use
Financial Statements
We can assist you in the preparation of your fiancial statments in accordance with professional standards, but express no opinion or any other form of assurance on the underlying informaion included in them. The financial statements produced can be a useful tool for management for making financial desicions.
Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Boisselle, Morton & Associates, LLP is committed to offering high quality accounting services to tax-exempt organizations, including museums, human service organizations, public interest organizations, private schools and foundations. We pride ourselves on being able to provide the expertise of a quality firm with personal attention.
We offer audit and tax services as well as consultation on reorganization and restructure, unrelated business income matters, information reporting requirements, employee benefits and program evaluations and assessment.
Serving the many needs of tax-exempt organizations is one of the major areasof specializationof our firm. Our team members are highly committed to keeping up to dateon the latest developments facing tax-exempt organizations. We strive to provide the best customer service to our clients.
Please do not hesitate to contact us with any questions or if you think we can be of service to you. For further information contact Joseph Wolkowicz, CPA (joe@bma-cpas.com).
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services include, but are not limited to:
• Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates,
Trusts & Gift - Not-for-Profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
IRS Representation
During our years of experience dealing with many taxing authorities, we have
achieved a level of competence that ensures our clients they are
being properly represented before the various federal and state tax agencies.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and successions of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different states. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Below are just a few of the areas in which we provide consulting services:
• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & Retirement decisions
• Estate, Trust & Gift planning
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Debt & Financing Services
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Business Succession Planning
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Buying and Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Management Advisory
Even the most qualified managers can benefit from competent objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
Computer Consulting
Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer system.
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
Business Valuations
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
Mergers & Acquisitions
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations
Expert Witness Services
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.
Asset Protection
Asset protection or wealth preservation planning makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over them. Our firm can assist you with an asset protection plan.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.