As a full-service firm,
Cohen, Smith & Company, P.A.
offers clients a wide range of interrelated services including:
Our accounting staff provides personal attention and is trained
in preparation of meaningful financial statements. On a monthly
or quarterly basis, transaction date is utilized to create timely
financial statements. As part of statement preparation, we consider
underlying trends and potential tax and business planning opportunities.
Furthermore, an experienced professional is involved with each and
every client. Written communication accompanies most reports, which
typically include comparative results with prior periods and comments
on unusual transactions noted during statement processing.
In its role as independent auditor, Cohen, Smith & Company,
P.A. conducts audits of financial statements to determine the propriety
of underlying accounting measurements, the fairness of presentation
and the adequacy of disclosure within the framework of generally
accepted accounting principles. Should a lesser level of assurance
be appropriate, we are also experienced in providing reviewed financial
statement services.
Our office is staffed with personnel experienced in all fields of
taxation, including individual, corporate, partnership, estates
and trusts. One of the primary tax services involves minimizing
clients' tax liabilities through effective advance planning.
In addition to tax planning and preparation of
federal, state and local tax returns, additional services provided
by our tax professionals include:
- Consulting on tax feasibility of real estate and other business
investments
- Representing clients during revenue agent examinations and
through administrative appeals
- Consultations regarding selection of appropriate business
entity
- Estate, trust and gift tax planning
Our professionals assist our clients in analyzing business opportunities,
problems and making important decisions. Our management consulting
services include general business planning, financial planning,
succession planning and special projects.
As experts, we are experienced in applying business valuation methods
and standards to value closely-held businesses. We also provide
valuation services for gifts in connection with estate planning,
as well as required valuation of selected assets included in estate
tax returns. Valuations are often required in connection with business
purchases or sales, as well as to assist in equitable division of
property.
We also have experience assisting clients and their legal counsel
in various matters, including divorce and business disagreements.
Mr. Smith and Mr. Brooks
have testified and been accepted as expert witnesses in a variety
of legal proceedings.
We have highly skilled staff members who are knowledgeable in both
accounting and software areas. This combination of skills enables
our firm to assist in selecting the right accounting software package
for your business. We are also able to assist with the set-up of
accounting systems and training of employees.
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