Individual Services
Our team is committed to providing individualized attention to detail on a wide range of individual financial and tax needs. Together, our team has over 50 years of tax and accounting experience. We pride ourselves on knowing our clients and their families, unlike some of the national tax prep businesses. We are always available, even after April 15th. Stop in or call with any questions or concerns.
Great for anyone in the need for
Tax Preparation
Tax Projections
Budget Planning & Projections
IRS Representation
Tax Notice Assistance
Estate, Trust & Gift Tax Preparation
Retirement Planning
Investments
Business Services
Small businesses often times need accounting support. Our team of business specialists can help alleviate the stress and confusion that business owners often feel when dealing with the accounting aspect of their business. When you place your business's accounting needs in our hands you can be assured that they will be met. We are always available and accessible, because we understand that business owners have real time questions that need real time answers.
Great for businesses that need
Monthly Bookkeeping & Accounting
Payroll Services
Tax Reporting
Tax Preparation
Tax Representation
Quick Books Training & Support
Business Start Ups
Loan Assistance
Specialty Services
Our world is becoming increasingly more judicial. As a result, financial experts, along with their expert witness prowess, have become a crucial aspect in litigation where finances are involved. Mark R. Machnic has several designations: Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF) and Certified Divorce Financial Analyst (CDFA). He maintains a high level of continuing education and training. He takes his work very seriously and has the reputation in the legal community as being highly prepared and thorough, while presenting his findings in an easy to understand manner. He works closely with attorneys and mediators, nationally, for the best possible financial results.
Great for businesses that need
Business Valuations
Forensic Accounting
Exit Planning
Fraud Investigation
Divorce Settlements
Litigation Support
Expert Witness Testimony
Child Support Calculations
Exit Planning
Mark’s newest specialty service, Exit Planning, is a certified designation, Certified Business Exit Consultant (CBEC), that is achieved from a combination of training and skills through the rigorous curriculum and live training. The CBEC is a significant achievement and further establishes Mark as one of the elite exit planners in the marketplace today. Exit Planning is an in depth and comprehensive evaluation and calculation of the business that provides the business owner with an overall plan when working towards the goal of selling their business. The exit plan allows the client to see where they are at now vs. where they would like to be, in terms of salability, and ultimately provides them an overall plan on how to get from point A to point B. The exit planning service provides the client with a tangible plan as they move forward in working to grow their business. This service is available to all business owners, not just our current business clients.
Business Services
Our business accounting solutions encompass a wide range of services from financial management to strategic tax planning. We cater to the unique needs of businesses, providing expert bookkeeping, payroll management, and financial reporting services.
