Services



 

Accounting Services

We offer a complete range of accounting services from assisting small firms with maintaining their books and records to reviews and audits. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal managerial use.


Tax Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals, businesses, estates and trusts.


Financial Planning 

We provide financial planning services to individuals and their families. Such services include strategies for saving for college and retirement as well as estate planning. We work closely with select estate tax attorneys and have an affiliation with a group of life insurance professionals. In addition to being licensed as a CPA by the State Board of Education, Bob Postgate is licensed with the NYS Insurance Department.

Investment Advisory Services

An integral part of personal financial planning is achieving proper asset and income protection as well as accumulation planning. We begin with an analysis of your current financial situation and your existing investment portfolio. Then we identify  your priorities and investment goals. We enable you to acheive your goals by helping you employ proper asset allocation and diversification techniques.

Valuations

Our firm has offered valuation services for small business clients and for estate and gift tax purposes since the mid 1980s. We specialize in obscure valuation projects involving gifts to charitable trusts and to ordinary valuations for business sales and buy-sell agreements.

Financial Forecast and Projections

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.